AVGO $338.17 (RSI 54, golden cross). ASML $1,352.42 (RSI 46, golden cross). TSM $339.35 (RSI 43, golden cross). MU $406.41 (RSI 53, golden cross). AMD $198.93 (RSI 45, golden cross). NVDA $184.12 (RSI 50, golden cross).
Quick Snapshot
| Signal |
Reading |
| Overall |
🟡 PULLBACK — GOLDEN CROSSES INTACT — All major semi names have golden crosses but prices are drifting lower. TSM -7.8% 30D, ASML -3.9% 30D, MU -1.8% 30D. AVGO holding best at RSI 54. AMD entering the scan at RSI 45. Overall structure remains positive. |
| Key insight |
All six semi names have golden crosses — the structural thesis remains intact despite near-term price softness. TSM $339.35 RSI 43, -6.4% below SMA20 — the biggest pullback. ASML $1,352.42 RSI 46, -4.7% below SMA20 — litho monopoly consolidating. AMD $198.93 RSI 45, golden cross — adding to coverage. |
Action Matrix
| Action |
Stocks |
Why |
| 📈 ACCUMULATE |
ASML |
$1,352.42, RSI 46, golden cross — litho monopoly, -12.6% from high |
| 📈 ACCUMULATE |
TSM |
$339.35, RSI 43, golden cross — AI foundry, -6.4% below SMA20 |
| 📈 ACCUMULATE |
AMD |
$198.93, RSI 45, golden cross — AI GPU competitor, -25.5% from high |
| 🔒 HOLD |
AVGO |
$338.17, RSI 54, golden cross, +2.1% 30D — AI networking/ASIC leader |
| 🔒 HOLD |
MU |
$406.41, RSI 53, golden cross — memory upcycle confirmed |
| 🔒 HOLD |
NVDA |
$184.12, RSI 50, golden cross — AI GPU leader, near SMA |
Data (Validated 2026-03-12)
| Stock |
Price |
7D |
30D |
52wkHi |
RSI |
SMA20 |
vs SMA |
Status |
Action |
| TSM |
$339.35 |
-0.1% |
-7.8% |
-12.9% |
43 |
$362.44 |
-6.4% |
🟢 Golden cross, below SMA20 |
📈 Accumulate |
| AMD |
$198.93 |
+2.1% |
-3.4% |
-25.5% |
45 |
$201.92 |
-1.5% |
🟢 Golden cross, near SMA |
📈 Accumulate |
| ASML |
$1,352.42 |
-0.3% |
-3.9% |
-12.6% |
46 |
$1,419.02 |
-4.7% |
🟢 Golden cross, below SMA20 |
📈 Accumulate |
| NVDA |
$184.12 |
+2.4% |
-1.5% |
-13.2% |
50 |
$185.33 |
-0.7% |
🟢 Golden cross, near SMA |
🔒 Hold |
| MU |
$406.41 |
+5.7% |
-1.8% |
-10.8% |
53 |
$408.28 |
-0.5% |
🟢 Golden cross, near SMA |
🔒 Hold |
| AVGO |
$338.17 |
+4.2% |
+2.1% |
-18.5% |
54 |
$329.99 |
+2.5% |
🟢 Golden cross, above SMA |
🔒 Hold |
Key Changes vs 03/11
| Stock |
03/11 Price |
03/12 Price |
Move |
Note |
| AVGO |
$341.50 |
$338.17 |
-1.0% |
Slight giveback — RSI 54, golden cross intact |
| ASML |
$1,387.50 |
$1,352.42 |
-2.5% |
Pullback — RSI 46 from 49, golden cross still positive |
| TSM |
$353.75 |
$339.35 |
-4.1% |
Bigger pullback — RSI 43 from 50, -6.4% below SMA20 |
| MU |
$418.62 |
$406.41 |
-2.9% |
Giveback — RSI 53 from 56, golden cross intact |
| AMD |
(new) |
$198.93 |
NEW |
Added — golden cross, RSI 45, -25.5% from 52wk high |
| NVDA |
(new) |
$184.12 |
NEW |
Added from MAG7 — golden cross, RSI 50 |
Key Discoveries
| Discovery |
Implication |
| All 6 semi names have golden crosses |
Strongest structural sector — pullbacks are opportunities, not breaks |
| TSM -4.1% single day, -7.8% 30D |
Taiwan foundry under pressure — geopolitical + demand concerns? |
| AMD -25.5% from 52wk high with golden cross |
Deep value entry in AI GPU competition play |
| AVGO RSI 54, +2.1% 30D — most resilient semi |
AI networking/ASIC demand holding up better than pure semi names |
Mistakes (Don't Repeat)
| Mistake |
Lesson |
| Narrow memory theme (only AVGO/ASML/TSM/MU) |
AMD and NVDA belong in this theme for broader semi coverage |
Open Questions
- TSM -4.1% in one day — is this macro/geopolitical or demand concern?
- AMD -25.5% from high with golden cross — better entry than NVDA here?
- All golden crosses drifting lower — is the bull thesis weakening?
- AVGO outperforming — is AI ASIC custom chip demand stronger than commodity semis?