Scan

AI Scan

Mar 12, 2026

Scan symbols 38

ADBE AMD AMZN ARM ASML AVGO BBAI BE CEG CRM DDOG GOOGL INTC IONQ ISRG MDB META MRVL MSFT NEE NET NOW NVDA OKLO PATH PLTR QCOM RGTI SMCI SMR SNOW SOUN TEM TSM VEEV VST WDAY ZS

Watchlists 1

@ai-scan

raw scan snapshot Mar 12, 2026 — prices as of scan date, not live 79 rows · screens, not recommendations superseded by2026-05-01-ai-scanported fromresearch/classic/scans/_archive/2026-03-12-ai-scan.mdscan slugai-scansource typescan-archive

AI ecosystem is deeply bifurcated: infrastructure plays (MRVL +15.4% 7D, AVGO +4.2% 7D, BE +17.7% 30D) are surging while enterprise SaaS (WDAY -39.4% 3M, NOW -34.2% 3M, ZS -36.5% 3M, AI.com -41.3% 3M) is in a persistent downtrend with death crosses across the board. NVDA is holding but flat. The "AI monetization" trade is broken — only infrastructure and power are working.

Quick Snapshot

Signal	Reading
Overall	🔴 BIFURCATED — INFRA WINS, SaaS BROKEN — Physical AI infrastructure (networking, power, storage) outperforming. Enterprise software AI names in sustained downtrends with death crosses. NVDA/AMD/MSFT/META in no-man's land.
Leaders	MRVL (+15.4% 7D, +13.8% 30D), AVGO (+4.2% 7D, +2.1% 30D), NET (+10.9% 7D, +14.9% 30D), BE (+17.7% 30D), INTC (+4.2% 7D)
Laggards	WDAY (-6.6% 7D, -39.4% 3M), ZS (-4.3% 7D, -36.5% 3M), AI (-2.5% 7D, -41.3% 3M), NOW (-34.2% 3M), MDB (-26.5% 30D)

Price Table

Stock	Price	7D%	30D%	3M%	RSI	vs SMA20	Trend	Signal
NVDA	$184.12	+2.4%	-1.5%	+5.2%	49.6	-0.7%	weak-down	🟡 Range-bound
AMD	$198.93	+2.1%	-3.4%	-5.6%	45.0	-1.5%	weak-down	🟡 Holding but soft
AVGO	$338.17	+4.2%	+2.1%	-5.9%	54.0	+2.5%	strong-up	🟠 Leading AI chips
MRVL	$89.04	+15.4%	+13.8%	+5.5%	59.9	+8.6%	strong-up	🟠 Breakout — momentum
ARM	$115.31	-1.2%	-5.6%	-11.9%	42.3	-6.8%	strong-down	🔴 Death cross, broken
SMCI	$31.04	-3.6%	+2.0%	-4.0%	47.4	-1.6%	strong-down	🔴 Death cross, -49% from 52wk hi
QCOM	$131.50	-3.5%	-4.4%	-25.8%	31.4	-5.6%	strong-down	🟡 Approaching oversold
INTC	$45.62	+4.2%	-1.9%	+20.7%	49.5	+0.2%	strong-up	🟠 Surprise leader
TSM	$339.35	-0.1%	-7.8%	+16.2%	42.9	-6.4%	weak-down	🟡 Foundry weak near-term
ASML	$1,352.42	-0.3%	-3.9%	+25.3%	45.6	-4.7%	weak-down	🟡 Pullback from run
AMZN	$210.18	-1.7%	+5.3%	-7.1%	44.1	+0.6%	strong-down	🟡 Cloud resilient
MSFT	$405.01	-0.6%	+1.0%	-15.2%	45.2	+1.1%	strong-down	🟡 Death cross — down trend
GOOGL	$303.56	+3.0%	-1.7%	-1.8%	42.4	-0.9%	weak-down	🟡 Slightly better
META	$639.97	-1.1%	-1.5%	-0.6%	44.1	-1.4%	strong-down	🟡 Death cross, treading water
PLTR	$154.74	-1.6%	+19.8%	-15.7%	57.3	+9.2%	weak-up	🟠 Recovering from lows
AI	$8.97	-2.5%	-13.6%	-41.3%	39.2	-6.5%	strong-down	🔴 Broken — avoid
SNOW	$177.92	+2.8%	+2.9%	-18.4%	49.2	+2.6%	strong-down	🟡 Stabilizing
DDOG	$128.79	+3.3%	+2.1%	-11.8%	57.0	+8.5%	weak-up	🟠 Above SMA20, recovering
MDB	$262.18	+1.8%	-26.5%	-37.4%	32.9	-15.1%	down	🟡 Oversold after earnings dump
PATH	$11.61	+6.9%	+3.9%	-33.4%	47.1	+4.6%	strong-down	🟡 Bouncing but death cross
CRM	$199.83	-3.8%	+7.8%	-23.7%	50.1	+4.1%	strong-down	🟡 Death cross
NOW	$113.78	-3.7%	+10.2%	-34.2%	47.8	+3.0%	strong-down	🔴 Death cross, -46% from high
ADBE	$270.26	-2.7%	+3.0%	-24.2%	45.7	+1.6%	strong-down	🔴 Death cross, broken trend
WDAY	$136.05	-6.6%	-5.6%	-39.4%	36.5	-2.9%	strong-down	🔴 Death cross, worst SaaS
ZS	$151.38	-4.3%	-11.4%	-36.5%	39.2	-5.8%	strong-down	🔴 Death cross, -55% from high
SOUN	$7.56	-5.0%	+1.3%	-35.1%	37.1	-6.0%	strong-down	🔴 Death cross, small-cap wreckage
BBAI	$4.09	+5.3%	-0.2%	-35.9%	44.3	+1.7%	strong-down	🔴 Death cross
IONQ	$33.80	-3.1%	+8.0%	-32.9%	41.7	-2.8%	strong-down	🔴 Death cross, quantum spec
RGTI	$16.31	+5.2%	+8.8%	-36.9%	41.8	-2.9%	strong-down	🔴 Death cross, quantum spec
ISRG	$478.70	+0.0%	+0.0%	-11.7%	37.8	-3.3%	down	🟡 Flat but weakening
TEM	$49.92	+0.7%	-1.7%	-29.3%	38.2	-7.1%	strong-down	🔴 Death cross
VEEV	$187.09	-2.9%	+8.8%	-16.2%	46.3	+2.4%	strong-down	🔴 Death cross, -27% SMA200
NET	$212.78	+10.9%	+14.9%	+5.1%	66.4	+13.6%	up	🟠 Breaking out
BE	$163.57	-1.9%	+17.7%	+72.2%	54.5	+4.8%	strong-up	🟠 AI power play leading
CEG	$308.17	-7.5%	+11.8%	-12.3%	49.7	-0.6%	weak-up	🟡 Nuclear consolidating
VST	$161.93	-4.1%	-0.7%	-4.7%	47.4	-3.5%	strong-down	🟡 Death cross
SMR	$12.10	+0.8%	-13.5%	-34.0%	37.4	-7.2%	strong-down	🔴 Nuclear spec wrecked
OKLO	$60.92	+1.0%	-4.7%	-30.3%	41.3	-5.1%	strong-down	🔴 Death cross
NEE	$92.14	+1.1%	+0.9%	+13.6%	56.3	-0.1%	strong-up	🟠 Utility outperformer

Tier Analysis

Oversold (RSI 25-40)

MDB (RSI 32.9) — -26.5% in 30 days, earnings dump. Deep value but still a falling knife.
QCOM (RSI 31.4) — -25.8% 3M, approaching oversold but death cross
WDAY (RSI 36.5) — -39.4% 3M, broken enterprise SaaS thesis
ISRG (RSI 37.8) — flat price but weakening trend
ZS (RSI 39.2), AI (RSI 39.2) — both in strong downtrends

Neutral (RSI 40-55)

NVDA (RSI 49.6) — range-bound, the AI anchor not breaking down
AMD (RSI 45.0), MSFT (RSI 45.2), AMZN (RSI 44.1), META (RSI 44.1) — mega-cap AI treading water
GOOGL (RSI 42.4), TSM (RSI 42.9) — mid-range, soft

Stronger (RSI 55+)

MRVL (RSI 59.9) — breakout, +15.4% in a week
NET (RSI 66.4) — breaking out hard, +10.9% 7D
AVGO (RSI 54.0) — holding strong-up
BE (RSI 54.5) — AI power play, +72.2% 3M

Entry Zones

Stock	Entry Zone	Thesis
MDB	$250-265	RSI 33, -37% 3M. Earnings dump created deep value in a fundamentally strong database company. High risk/reward.
NVDA	$175-185	RSI 50, range-bound. Wait for pullback below $180 before adding. AI king is the anchor.
QCOM	$125-135	RSI 31, approaching oversold. Mobile AI chip play, -25.8% 3M correction.
TSM	$330-345	RSI 43, foundry monopoly pullback from $362 SMA. Long-term AI infrastructure backbone.
ISRG	$470-480	RSI 38, flat but weakening. Surgical robotics monopoly. Watch for RSI to drop below 35 for better entry.
AVGO	$325-340	RSI 54, strong-up. Custom AI ASIC thesis intact. Any pullback to $325 = accumulate.

Action Matrix

Stock	Signal	Action	Notes
MRVL	🟠	🔒 Hold	+15.4% 7D breakout. Strong-up momentum — don't sell the breakout.
NET	🟠	🔒 Hold	+10.9% 7D, RSI 66, up trend. Best performing AI SaaS name.
AVGO	🟠	🔒 Hold	Strong-up, +2.1% 30D in a sea of red. Custom ASIC demand intact.
BE	🟠	🔒 Hold	+72.2% 3M, RSI 55, strong-up. AI power infrastructure thesis playing out.
INTC	🟠	🔍 Watch	+20.7% 3M surprise. Turnaround story gaining traction — research before adding.
NVDA	🟡	⏳ Waiting	RSI 50, range-bound. Set alert at $175 for strong entry.
MDB	🟡	📈 Accumulate	RSI 33, -26.5% 30D earnings dump. Deep oversold quality — DCA entry.
QCOM	🟡	🔍 Watch	RSI 31, -25.8% 3M. Approaching oversold with death cross — wait for stabilization.
AMD	🟡	🔍 Watch	RSI 45, weak-down. Wait for conviction bounce or clearer trend.
TSM	🟡	🔍 Watch	RSI 43, -7.8% 30D. Foundry monopoly on sale — research entry at $330.
PLTR	🟡	🔍 Watch	RSI 57, +19.8% 30D recovery. Death cross but bouncing — watch for SMA200 crossover.
WDAY	🔴	❌ Don't Buy	RSI 36.5, -39.4% 3M, death cross. Enterprise SaaS thesis broken.
ZS	🔴	❌ Don't Buy	RSI 39, -36.5% 3M, death cross, -55% from 52wk high. Broken.
AI	🔴	❌ Don't Buy	RSI 39, -41.3% 3M, death cross. C3.ai has no catalyst.
NOW	🔴	❌ Don't Buy	RSI 48, -34.2% 3M, -46% from 52wk high. Don't catch this knife.
SMCI	🔴	❌ Don't Buy	Death cross, -49% from high, governance risk. Avoid.

What Changed vs 2026-03-10

Metric	Mar 10	Mar 12	Change
NVDA	$182.65	$184.12	🟢 +$1.47 — steady
AMD	$195.03	$198.93	🟢 +$3.90 — recovering
MRVL	~$77	$89.04	🟢 +$12 — big breakout
NET	~$191	$212.78	🟢 +$21 — explosive move
MDB	~$357	$262.18	🔴 Massive earnings dump
WDAY	~$145	$136.05	🔴 Continued slide
MSFT	$409.41	$405.01	🟡 Slight decline
AMZN	$213.49	$210.18	🟡 Slightly lower
TSM	$348.70	$339.35	🔴 Continued breakdown

The major story since last scan: MRVL and NET breaking out while MDB had a catastrophic earnings dump. SaaS names continue deteriorating. The infrastructure vs software divergence is widening.

The Gold

Key Discoveries

Discovery	Implication
MRVL +15.4% 7D breakout	Custom ASIC and networking infra winning the AI capex cycle
NET +10.9% 7D while ZS/WDAY collapse	Not all cloud/security is equal — NET's edge computing moat matters
MDB -26.5% 30D after earnings	Even quality names can get crushed; confirms "AI monetization" skepticism
BE +72.2% 3M	Power infrastructure for AI data centers is the sleeper thesis playing out

Mistakes (Don't Repeat)

Mistake	Lesson
Treating all "AI" names the same	Infrastructure (MRVL, AVGO, BE, NET) vs SaaS (WDAY, ZS, NOW) is a night/day difference
Bottom-fishing death cross names	WDAY, ZS, NOW, AI — all have death crosses and keep falling

Open Questions

Can NVDA break out of the $175-185 range, or is it stuck waiting for next earnings?
Is MDB's earnings dump a buying opportunity or a sign of enterprise AI spend hesitation?
Why is NET breaking out while all other security/cloud SaaS is collapsing?

10 events

DateTypeEvent

Mar 11 ScanAI Scan Mar 10 ScanAI Scan Mar 20 ScanAI Scan Mar 31 ScanAI Scan Mar 13 ScanAI Scan Feb 2 ScanAI Universe (Expanded) Apr 28 ScanAI Scan Mar 12 ScanTech Insider Buys Scan Mar 26 ScanAI Sector Scan Apr 26 ScanAI Scan

No direct external sources are attached to this read.