NVDA Ecosystem Scan

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NVDA Ecosystem Scan

Scan symbols 14
AMZNANETARMASMLAVGODLREQIXGOOGLMETAMRVLMSFTMUSMCITSM
Watchlists 1
@nvda-ecosystem
raw scan snapshot — prices as of scan date, not live 23 rows · screens, not recommendations superseded by2026-05-01-nvda-ecosystemported fromresearch/classic/scans/_archive/2026-02-09-nvda-ecosystem.mdscan slugnvda-ecosystemsource typescan-archive

NVDA $191 (RSI 61) steady above SMA. Ecosystem broadly recovering. TSM +10.8%, ARM +11.4% leading.

NVDA Core

Metric Value Signal
Price $191.16 Above SMA20 ($184.99)
RSI 61 🟢 Healthy, not overbought
30D Change +3.4% 🟢 Recovering
SMA20 $184.99 Price above = bullish

Supply Chain & Partners

Ticker Role Price RSI 30D Chg Status
TSM Foundry $358.59 67 +10.8% 🟢 Strong
AVGO Networking $348.06 58 +0.9% 🟢 Steady
ARM Architecture $124.48 67 +11.4% 🟢 Strong
MU Memory $386.12 55 +11.9% 🟡 At SMA
ASML Litho $1434.12 62 +12.6% 🟢 Recovering
MRVL Custom silicon $82.22 54 -1.2% 🟡 Flat
SMCI Servers $33.74 57 +11.9% 🟢 Bounce

AI Infrastructure Customers

Ticker Role Price RSI 30D Chg Status
GOOGL Cloud AI $324.96 53 -2.3% 🟡 Flat
MSFT Azure AI $412.95 37 -7.1% 🔴 Weak, oversold
AMZN AWS AI $210.10 32 -10.7% 🔴 Oversold
META AI infra $680.86 66 +3.1% 🟢 Holding

Networking / Data Center

Ticker Role Price RSI 30D Chg Status
ANET Networking $141.42 61 +15.1% 🟢 Leading
EQIX Data center $856.04 78 +6.0% 🟢 Surging
DLR Data center $171.85 75 +5.3% 🟢 Strong

Ecosystem Health Score

Component Score Notes
NVDA core 🟢 8/10 Above SMA, RSI 61, steady
Supply chain 🟢 8/10 TSM, ARM, ASML all strong
Cloud customers 🟡 5/10 AMZN/MSFT weak, META ok
Data centers 🟢 9/10 EQIX/DLR at highs
Overall 🟢 7.5/10 Infra strong, customers mixed

Key Observations

  1. NVDA steady - $191, RSI 61, above SMA. No panic despite market volatility
  2. TSM/ARM leading - Both RSI 67, +10-11% 30D. Foundry and architecture demand strong
  3. Cloud customers diverging - META holding (RSI 66) but AMZN (RSI 32) and MSFT (RSI 37) selling off on growth concerns
  4. Data centers surging - EQIX RSI 78 = AI capacity demand premium
  5. Memory stabilizing - MU at SMA after volatile period

Commands

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10 events
DateTypeEvent
Feb 2 ScanAI Universe (Expanded) Mar 10 ScanAI Scan Mar 11 ScanAI Scan Feb 9 ScanAI Infrastructure Scan Mar 20 ScanAI Scan Feb 5 ScanAI Scan Mar 31 ScanAI Scan Mar 24 ScanAI Scan Mar 13 ScanAI Scan Feb 26 ScanAI Scan

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