CEG slipped to $301.77 (RSI 46, death cross deepening). MRVL surging $87.86 (RSI 58, strong-up, golden cross). VRT $269.25 (RSI 68, golden cross — holding). GEV $835.75 (RSI 55). ANET $135.39 (RSI 51). DLR $179.85 (RSI 59). EQIX $976.28 (RSI 68). ARM $115.31 (RSI 42, death cross). CSCO $77.60 (RSI 47).
Quick Snapshot
| Signal |
Reading |
| Overall |
🟡 MIXED — MRVL EMERGING LEADER — MRVL $87.86 RSI 58, strong-up, golden cross, +11.2% 30D is the healthiest name. VRT $269.25 RSI 68 still strong. CEG slipped further to $301.77 RSI 46. ARM $115.31 RSI 42 death cross — weakest name. |
| Key insight |
MRVL $87.86 RSI 58 strong-up with golden cross — custom ASIC thesis intact. CEG slid from $308 to $302 — death cross deepening. ARM $115.31 RSI 42, -34.5% from 52wk high, death cross — chip design weakening. |
Action Matrix
| Action |
Stocks |
Why |
| 📈 ACCUMULATE |
MRVL |
$87.86, RSI 58, golden cross, strong-up — custom ASIC leader |
| 🔒 HOLD |
VRT |
$269.25, RSI 68, golden cross — data center power breakout |
| 🔒 HOLD |
GEV |
$835.75, RSI 55, golden cross — power infrastructure solid |
| 🔒 HOLD |
DLR |
$179.85, RSI 59, golden cross — data center demand |
| 🔒 HOLD |
EQIX |
$976.28, RSI 68, golden cross — colocation leader |
| 🔒 HOLD |
ANET |
$135.39, RSI 51, golden cross — networking solid |
| 🔒 HOLD |
CSCO |
$77.60, RSI 47 — base forming |
| 🔍 WATCH |
CEG |
$301.77, RSI 46, death cross — nuclear weakening further |
| 🔍 WATCH |
ARM |
$115.31, RSI 42, death cross — chip design under pressure |
Data (Validated 2026-03-13)
| Stock |
Price |
7D |
30D |
52wkHi |
RSI |
SMA20 |
vs SMA |
Status |
Action |
| ARM |
$115.31 |
-1.2% |
-5.6% |
-34.5% |
42 |
$123.66 |
-6.8% |
🟡 Death cross, weak |
🔍 Watch |
| CEG |
$301.77 |
-8.7% |
-0.3% |
-26.9% |
46 |
$311.08 |
-3.0% |
🟡 Death cross, slipping |
🔍 Watch |
| CSCO |
$77.60 |
-3.1% |
+3.5% |
-11.9% |
47 |
$78.24 |
-0.8% |
🟡 Below SMA |
🔒 Hold |
| ANET |
$135.39 |
+1.4% |
+0.2% |
-15.4% |
51 |
$134.66 |
+0.5% |
🟢 Golden cross |
📈 Accumulate |
| GEV |
$835.75 |
+2.0% |
+2.4% |
-5.9% |
55 |
$838.96 |
-0.4% |
🟢 Golden cross |
🔒 Hold |
| MRVL |
$87.86 |
-2.1% |
+11.2% |
-14.5% |
58 |
$82.38 |
+6.7% |
🟢 Strong-up, golden cross |
📈 Accumulate |
| DLR |
$179.85 |
+0.6% |
-0.3% |
-2.1% |
59 |
$178.68 |
+0.7% |
🟢 Golden cross |
🔒 Hold |
| EQIX |
$976.28 |
+2.3% |
+2.5% |
-3.7% |
68 |
$951.20 |
+2.6% |
🟠 Approaching overbought |
🔒 Hold |
| VRT |
$269.25 |
+5.4% |
+13.8% |
-5.6% |
68 |
$251.82 |
+6.9% |
🟢 Golden cross, breakout |
🔒 Hold |
Key Changes vs 03/12
| Stock |
03/12 Price |
03/13 Price |
Move |
Note |
| CEG |
$308.17 |
$301.77 |
-2.1% |
Death cross deepening — RSI 50 → 46 |
| MRVL |
(new) |
$87.86 |
NEW |
Added — RSI 58, strong-up, golden cross, custom ASIC leader |
| ARM |
(new) |
$115.31 |
NEW |
Added — RSI 42, death cross, -34.5% from 52wk high |
Key Discoveries
| Discovery |
Implication |
| MRVL RSI 58, strong-up, golden cross, +11.2% 30D |
Custom ASIC chip demand is the winning AI infrastructure thesis |
| CEG slipped from $308 to $302, RSI 46 |
Nuclear premium continues deflating |
| ARM death cross, -34.5% from 52wk high |
Chip design IP not benefiting as much as foundry/networking plays |
Mistakes (Don't Repeat)
| Mistake |
Lesson |
| Missing MRVL in prior AI-infra scans |
Custom ASIC names (MRVL) are as important as power/networking |
Open Questions
- MRVL +11.2% 30D — is custom ASIC demand sustainable?
- CEG RSI 46 death cross — is nuclear thesis broken or just correcting?
- ARM -34.5% from high — chip IP licensing demand shifting?