AI Scan

Scan

AI Scan

raw scan snapshot — prices as of scan date, not live 142 rows · screens, not recommendations superseded by2026-05-01-ai-scanported fromresearch/classic/scans/_archive/2026-03-11-ai-scan.mdscan slugai-scansource typescan-archive

Core AI stack (NVDA, MSFT, GOOGL, META) treading water with neutral RSIs near SMA20s while the periphery bleeds out — EOSE -44.5% 30D, RUN -36.6% 30D, MDB -25.8% 30D, SMR -22.7% 30D. MRVL still leading at RSI 62 after +19.0% 7D surge. Death crosses dominating: MSFT, META, AMZN, PLTR, CRM, NOW, ADBE, WDAY, ZS all below SMA200. The AI trade is bifurcating into infrastructure winners and software losers.


Quick Snapshot

Signal Reading
Overall 🟡 BIFURCATING — Semis and data center infra holding up, but cloud/SaaS names with death crosses are in structural downtrends. Core Mag7 neutral at SMA20s. Clean energy names in freefall. Memory stocks (MU +62% 3M, WDC +42% 3M) are the standout AI beneficiaries.
Leaders MRVL (+19.0% 7D, RSI 62), NET (+12.1% 7D, RSI 66), CRWD (+13.6% 7D, RSI 59), MU (+62.0% 3M), BE (+45.7% 3M), EQIX (+10.8% 30D)
Laggards EOSE (-44.5% 30D, RSI 31), RUN (-36.6% 30D, RSI 33), MDB (-25.8% 30D, RSI 35), SMR (-22.7% 30D, RSI 36), AI (-17.3% 30D, -70% from high)

Sector Benchmarks (ETFs)

ETF Price RSI SMA20 vs SMA20 7D% 30D% 3M% Signal
SMH $397.33 48.0 $405.97 -2.1% -0.4% -4.2% +7.5% 🟡 Semis neutral, fading from highs
BOTZ $36.28 37.9 $38.02 -4.6% -2.3% -4.8% -1.3% 🟡 Robotics/AI approaching oversold
ROBO $72.54 37.9 $76.45 -5.1% -3.5% -5.0% +1.3% 🟡 Automation weakening
AIQ $49.67 47.2 $49.71 -0.1% -0.4% -1.7% -3.8% 🟡 Broad AI flat at SMA20

Price Table — Semiconductors & Hardware

Stock Price RSI SMA20 SMA50 SMA200 vs SMA20 Trend 7D% 30D% Signal
NVDA $185.93 51.4 $185.63 $185.71 $176.90 +0.2% strong-up +0.7% -2.2% 🟡 Dead neutral, pinned to SMA20/50
AMD $204.91 48.3 $202.65 $216.92 $189.99 +1.1% weak-down +3.6% -4.1% 🟡 Below SMA50, above SMA200
AVGO $341.50 55.4 $330.22 $333.88 $321.69 +3.4% strong-up +6.4% -0.4% 🟢 Above all SMAs, recovering
MRVL $90.33 62.1 $81.57 $81.93 $79.31 +10.7% strong-up +19.0% +11.1% 🟠 Surging — 10%+ above SMA20
ARM $120.04 47.9 $124.16 $116.74 $138.35 -3.3% weak-up -2.3% -4.2% 🟡 Below SMA200, death cross
SMCI $31.79 50.2 $31.67 $31.12 $41.25 +0.4% weak-up +0.3% -0.8% 🟡 Range-bound, -49% from high
QCOM $135.20 35.7 $139.97 $152.05 $158.32 -3.4% strong-down -2.1% -3.5% 🟡 Approaching oversold, death cross
INTC $46.78 52.9 $45.63 $45.43 $33.17 +2.5% strong-up +5.4% -3.1% 🟢 Above all SMAs, +41% above SMA200
TSM $353.75 49.5 $364.14 $343.80 $278.89 -2.9% strong-up -3.7% -5.4% 🟡 Below SMA20, fading
ASML $1,387.50 49.2 $1,423.19 $1,357.59 $1,002.62 -2.5% strong-up -0.6% -3.4% 🟡 Below SMA20, +38.4% above SMA200
MU $418.62 55.9 $408.48 $382.98 $219.68 +2.5% strong-up +0.4% +2.0% 🟢 Memory king, +90.6% above SMA200
STX $384.29 49.4 $397.72 $368.53 $240.08 -3.4% strong-up -0.2% -5.6% 🟡 Fading below SMA20, +60% above SMA200
WDC $266.22 50.9 $273.46 $246.96 $140.09 -2.6% strong-up -1.5% -2.7% 🟡 Drifting, +90% above SMA200

Price Table — Cloud & AI Software

Stock Price RSI SMA20 SMA50 SMA200 vs SMA20 Trend 7D% 30D% Signal
MSFT $404.75 44.9 $400.54 $432.19 $481.96 +1.0% strong-down +0.1% +0.3% 🟡 Flat but -16% below SMA200, death cross
GOOGL $308.85 47.4 $306.72 $319.18 $254.80 +0.7% weak-down +0.6% -0.6% 🟡 Neutral at SMA20
META $654.99 50.1 $650.75 $655.72 $691.09 +0.7% strong-down -2.7% -2.1% 🟡 At SMA20/50, death cross
AMZN $212.65 46.8 $208.62 $224.25 $224.64 +1.9% strong-down -1.2% +4.2% 🟡 Above SMA20, below SMA50/200, death cross
PLTR $151.61 54.3 $140.81 $155.06 $162.52 +7.7% strong-down -2.1% +11.7% 🟡 Bouncing but death cross, -27% from high
CRM $193.96 44.4 $191.28 $215.36 $243.01 +1.4% strong-down -0.1% +4.8% 🟡 Above SMA20 but -20% below SMA200
NOW $115.61 50.0 $109.83 $122.23 $168.12 +5.3% strong-down +2.8% +14.9% 🟢 Bouncing hard, but -31% below SMA200
ADBE $273.75 48.7 $265.39 $290.08 $340.98 +3.1% strong-down +0.8% +6.5% 🟡 Recovering, death cross, -20% below SMA200
SNOW $179.11 50.0 $173.39 $192.33 $218.01 +3.3% strong-down +4.4% +0.2% 🟡 Stabilizing, death cross, -18% below SMA200
DDOG $127.43 55.8 $118.67 $124.27 $138.92 +7.4% weak-up +4.7% +0.1% 🟢 Bouncing above SMA20/50, death cross
MDB $270.46 34.7 $313.92 $361.55 $308.22 -13.8% down +9.0% -25.8% 🔴 Crushed — 14% below SMA20
PATH $11.59 46.3 $11.13 $13.40 $13.43 +4.1% strong-down +4.3% -0.9% 🟡 Stabilizing at lows, -42% from high
WDAY $142.49 41.2 $141.24 $171.48 $217.06 +0.9% strong-down -0.2% -1.4% 🟡 Flat, death cross, -34% below SMA200
ZS $153.73 39.2 $160.71 $190.29 $262.72 -4.3% strong-down +0.3% -10.1% 🔴 Below SMA20, -42% below SMA200
NET $212.44 66.3 $186.14 $185.16 $198.44 +14.1% up +12.1% +12.2% 🟢 Breaking out, 14% above SMA20
CRWD $441.93 59.3 $403.32 $430.76 $468.95 +9.6% weak-up +13.6% +6.3% 🟢 Surging, cybersec leader
PANW $164.85 54.2 $156.41 $170.79 $190.32 +5.4% strong-down +4.9% -0.3% 🟡 Above SMA20, death cross
FTNT $83.45 55.5 $81.54 $80.46 $86.85 +2.3% weak-up +3.4% -5.0% 🟡 Above SMA20/50, death cross
VEEV $189.69 48.7 $182.65 $203.31 $257.14 +3.9% strong-down +2.2% +7.2% 🟡 Above SMA20, -26% below SMA200

Price Table — AI Speculative & Clean Energy

Stock Price RSI SMA20 SMA50 SMA200 vs SMA20 Trend 7D% 30D% Signal
AI $8.96 37.9 $9.80 $11.63 $17.62 -8.6% strong-down -3.5% -17.3% 🔴 -49% below SMA200, approaching oversold
SOUN $7.90 40.8 $8.08 $9.28 $12.25 -2.3% strong-down -8.0% -0.8% 🟡 Weak, -64% from high
BBAI $4.07 43.5 $4.06 $5.01 $5.84 +0.3% strong-down +3.3% -8.1% 🟡 Flat at SMA20, -57% from high
IONQ $35.12 44.5 $34.83 $41.00 $47.64 +0.8% strong-down -6.7% +4.5% 🟡 Neutral, -59% from high
RGTI $16.99 44.8 $16.80 $20.10 $22.18 +1.1% strong-down -2.4% +3.4% 🟡 Neutral, -71% from high
TEM $50.90 38.2 $54.07 $59.83 $69.62 -5.9% strong-down -2.4% -5.1% 🟡 Below SMA, approaching oversold
TAC $12.85 45.9 $13.19 $12.91 $13.01 -2.6% strong-down -6.4% -4.7% 🟡 Weak, -28% from high
ISRG $485.85 39.6 $495.86 $521.04 $512.20 -2.0% down -3.2% -2.1% 🟡 Below SMA, fading
BE $158.72 52.5 $155.60 $143.14 $85.60 +2.0% strong-up -5.6% +2.0% 🟢 Above all SMAs, +85% above SMA200
EOSE $6.43 31.4 $8.73 $12.32 $10.26 -26.4% down -4.9% -44.5% 🔴 Collapse — near oversold
FSLR $197.80 37.5 $215.08 $232.73 $215.52 -8.0% down -2.5% -13.2% 🟡 Approaching oversold
ENPH $43.59 50.9 $44.93 $40.69 $37.07 -3.0% strong-up +2.1% -9.6% 🟡 Neutral, above SMA200
SEDG $38.11 53.2 $37.33 $34.62 $31.19 +2.1% strong-up -1.7% +4.9% 🟢 Above all SMAs
RUN $12.15 32.9 $16.65 $18.07 $15.54 -27.0% down -2.2% -36.6% 🔴 Solar freefall
SMR $12.03 35.6 $13.44 $16.26 $30.35 -10.5% strong-down -7.7% -22.7% 🔴 Nuclear unwinding, -79% from high
OKLO $61.38 40.8 $64.77 $77.00 $85.73 -5.2% strong-down -5.9% -7.3% 🟡 Weak, -68% from high
NEE $91.63 54.4 $92.19 $86.90 $78.31 -0.6% strong-up -1.6% +1.0% 🟢 Utility, above all SMAs
CEG $300.27 45.2 $308.50 $307.85 $328.81 -2.7% strong-down -2.7% +8.6% 🟡 Below SMAs, death cross
VST $158.88 44.2 $167.62 $163.38 $181.68 -5.2% strong-down +0.2% -0.8% 🟡 Below all SMAs, death cross

Price Table — Data Center & Networking

Stock Price RSI SMA20 SMA50 SMA200 vs SMA20 Trend 7D% 30D% Signal
EQIX $956.07 63.5 $939.46 $851.30 $804.51 +1.8% strong-up -0.5% +10.8% 🟢 Strong, near 52wk high
DLR $180.86 60.7 $178.01 $167.61 $167.16 +1.6% strong-up +0.1% +3.6% 🟢 Steady, near highs
ANET $139.62 54.2 $135.18 $134.56 $128.42 +3.3% strong-up +5.6% -0.7% 🟢 Above all SMAs
CSCO $77.70 46.7 $79.04 $77.99 $71.49 -1.7% weak-down -2.6% -9.2% 🟡 Below SMA20, fading

Price Table — Telecom (Defensive AI Infra)

Stock Price RSI SMA20 SMA50 SMA200 vs SMA20 Trend 7D% 30D% Signal
VZ $50.62 68.1 $49.81 $44.74 $41.80 +1.6% strong-up -0.2% +3.4% 🟠 Near overbought, +21% above SMA200
TMUS $218.78 60.3 $215.90 $202.55 $220.61 +1.3% weak-up -0.0% +4.9% 🟢 Steady above SMA20
T $27.11 46.3 $28.21 $26.10 $26.41 -3.9% up -3.0% -4.8% 🟡 Below SMA20, dipping
BCE $26.39 60.0 $25.95 $25.10 $23.70 +1.7% strong-up +0.6% +2.9% 🟢 Near 52wk high
SKM $29.84 52.9 $30.68 $26.51 $22.69 -2.7% strong-up -1.6% +0.8% 🟡 Neutral, +48% 3M

Tier Analysis

Approaching Oversold (RSI 30-40) — Watch for Entry

Stock RSI 30D% vs SMA20 Note
EOSE 31.4 -44.5% -26.4% Energy storage collapse
RUN 32.9 -36.6% -27.0% Solar freefall
MDB 34.7 -25.8% -13.8% Crushed 14% below SMA20
QCOM 35.7 -3.5% -3.4% Approaching oversold, mobile AI
SMR 35.6 -22.7% -10.5% Nuclear mini-reactor unwinding
FSLR 37.5 -13.2% -8.0% Solar weakness
BOTZ 37.9 -4.8% -4.6% Robotics ETF weakening
ROBO 37.9 -5.0% -5.1% Automation ETF weakening
AI 37.9 -17.3% -8.6% C3.ai -70% from high
TEM 38.2 -5.1% -5.9% Tempus AI fading
ZS 39.2 -10.1% -4.3% Cybersec laggard, -54% from high
ISRG 39.6 -2.1% -2.0% Surgical robotics, modest pullback

Neutral (RSI 40-60) — Core AI Stack

Most core AI names sit in this band: NVDA (51.4), AMD (48.3), MSFT (44.9), GOOGL (47.4), META (50.1), AMZN (46.8), PLTR (54.3), CRM (44.4), NOW (50.0), ADBE (48.7), AVGO (55.4), INTC (52.9), TSM (49.5), ASML (49.2). Consolidating near SMA20s. No urgency to buy or sell — waiting for catalysts.

Strong/Overbought (RSI 60+) — Momentum Names

Stock RSI 7D% 30D% Note
VZ 68.1 -0.2% +3.4% Defensive telecom near overbought
NET 66.3 +12.1% +12.2% Edge computing breakout
EQIX 63.5 -0.5% +10.8% Data center REIT near highs
MRVL 62.1 +19.0% +11.1% Custom ASIC momentum
DLR 60.7 +0.1% +3.6% Data center steady
TMUS 60.3 -0.0% +4.9% Telecom strength
BCE 60.0 +0.6% +2.9% Canadian telecom near high
CRWD 59.3 +13.6% +6.3% Cybersecurity surging

Entry Zones

Stock Entry Zone Thesis
NVDA $175-183 Dead neutral at SMA20/50. AI king waiting for catalyst. Buy below $175.
AMD $190-200 Below SMA50 at $217, above SMA200 at $190. MI300 ramp thesis. Sub-$195 = strong DCA.
TSM $330-350 Foundry monopoly -5.4% 30D, below SMA20. +26.8% above SMA200 = strong long-term trend.
ASML $1,300-1,380 Equipment monopoly below SMA20. +38.4% above SMA200 = secular uptrend intact.
QCOM $125-133 RSI 35.7, death cross, strong-down. Mobile AI/auto moats. Only for patient holders.
MDB $250-270 RSI 34.7, -25.8% 30D. Deep value IF thesis intact. Verify earnings/fundamentals first.
MSFT $390-405 Flat at SMA20. Death cross warning (-16% below SMA200). Still DCA-worthy as cloud leader.
ISRG $470-485 RSI 39.6, below all SMAs. Surgical robotics monopoly. Sub-$475 = strong long-term entry.
EOSE Research first -44.5% 30D collapse. Falling knife — validate thesis before any entry.
RUN Research first -36.6% 30D. Solar freefall. Wait for stabilization.

Action Matrix

Stock Signal Action Notes
MRVL 🟠 ⚠️ Caution +19.0% 7D, RSI 62. Custom ASIC momentum — don't chase, wait for $80-85 pullback.
NET 🟢 🔒 Hold +12.1% 7D, RSI 66. Edge computing breakout, 14% above SMA20.
CRWD 🟢 🔒 Hold +13.6% 7D, RSI 59. Cybersec leader surging.
EQIX 🟢 🔒 Hold RSI 64, +10.8% 30D. Data center REIT near highs.
DLR 🟢 🔒 Hold RSI 61, near highs. Data center demand intact.
MU 🟢 🔒 Hold RSI 56, +62.0% 3M, +90.6% above SMA200. Memory supercycle.
BE 🟢 🔒 Hold RSI 53, +45.7% 3M. Fuel cell momentum.
AMZN 🟡 📈 Accumulate Above SMA20, +4.2% 30D. AWS + retail = defensive AI play. Death cross is a concern.
NOW 🟡 🔍 Watch +14.9% 30D bounce but -31% below SMA200. Verify recovery sustainability.
PLTR 🟡 🔍 Watch +11.7% 30D, above SMA20. But death cross and -27% from high.
CEG 🟡 🔍 Watch +8.6% 30D but death cross. Nuclear/AI power thesis under pressure.
NVDA 🟡 🔍 Watch Dead neutral — RSI 51, at SMA. Wait for directional break.
AMD 🟡 🔍 Watch RSI 48, below SMA50. Needs catalyst.
MSFT 🟡 📈 Accumulate Flat but death cross warning. DCA on dips to $390.
GOOGL 🟡 🔍 Watch RSI 47, at SMA20. No momentum signal.
META 🟡 🔒 Hold RSI 50, at SMA20/50. Death cross but AI capex story intact.
TSM 🟡 🔍 Watch RSI 50, -5.4% 30D. Strong-up trend but near-term weakness.
ASML 🟡 🔍 Watch RSI 49, below SMA20. Equipment monopoly — cyclical not structural.
QCOM 🟡 🔍 Watch RSI 36, strong-down with death cross. Only for deep value conviction.
ISRG 🟡 🔍 Watch RSI 40, below all SMAs. Watch for sub-$475 entry.
MDB 🔴 🔍 Research RSI 35, -25.8% 30D, -13.8% below SMA20. Verify if earnings-driven or structural.
ZS 🔴 ❌ Don't Buy RSI 39, -42% below SMA200. Structural downtrend.
AI 🔴 ❌ Don't Buy -70% from high, strong-down. No moat, no thesis.
EOSE 🔴 ❌ Don't Buy -44.5% 30D, RSI 31. Falling knife.
RUN 🔴 ❌ Don't Buy -36.6% 30D, RSI 33. Solar freefall.
SMR 🔴 ❌ Don't Buy -22.7% 30D, -79% from high. Nuclear hype unwound.

What Changed vs 03/10 Scan

Metric 03/10 03/11 Change
NVDA $184.77 $185.93 🟢 +$1.16 — slight uptick
AMD $203.23 $204.91 🟢 +$1.68 — slight recovery
MSFT $405.76 $404.75 🟡 -$1.01 — flat
AMZN $214.33 $212.65 🟡 -$1.68 — slight fade
TSM $347.09 $353.75 🟢 +$6.66 — bouncing
ASML $1,383.40 $1,387.50 🟡 +$4.10 — flat
MRVL $93.30 $90.33 🟡 -$2.97 — pulling back after surge
NET $207.49 $212.44 🟢 +$4.95 — breakout continues
CRWD $436.33 $441.93 🟢 +$5.60 — momentum continues
MDB $270.56 $270.46 🟡 -$0.10 — flat after crash
EOSE $6.41 $6.43 🟡 +$0.02 — stabilizing?
RUN $12.15 $12.15 🟡 No change — still in freefall

Bottom line: Day-over-day changes are minimal — the big story is unchanged. Core AI stack remains in a holding pattern with neutral RSIs. The bifurcation between infrastructure winners (MRVL, NET, CRWD, EQIX, MU) and software losers (WDAY -48%, ZS -54%, NOW -45% from highs) is the defining theme. Death crosses now dominate the SaaS space — 14 stocks in this scan have death crosses. The market is pricing in a fundamental reset for cloud/SaaS multiples while physical AI infrastructure (data centers, memory, networking) continues to attract capital.


The Gold

Key Discoveries

Discovery Implication
14 stocks with death crosses in this scan SaaS/cloud repricing is structural, not a dip to buy
MRVL +19% 7D, MU +62% 3M, WDC +42% 3M Memory and custom silicon are the AI hardware winners
EQIX +10.8% 30D, DLR +3.6% 30D near highs Physical data center infrastructure > chip hype
MSFT -16% below SMA200, WDAY -34%, ZS -42% Enterprise SaaS death crosses are deepening — this is not a rotation, it's a repricing

Mistakes (Don't Repeat)

Mistake Lesson
Chasing MRVL at RSI 62 after +19% week Wait for pullback to $80-85, don't buy extended names
Bottom-fishing EOSE/RUN without thesis validation Falling knives need fundamentals, not just RSI levels
Treating death crosses as buying opportunities MSFT, META, AMZN death crosses could persist — respect the trend

Open Questions

  • Is MDB's -25.8% crash an earnings miss or broader cloud spending pullback? Critical to distinguish.
  • Will MRVL's custom ASIC momentum sustain through Q2, or is this a one-week squeeze?
  • Are BOTZ and ROBO (both RSI 38) signaling broader robotics/automation weakness, or entry opportunities?
  • How long can MU sustain +90% above SMA200? Memory cycles are notoriously mean-reverting.
10 events

No direct external sources are attached to this read.