ARM surged to $132.82 (RSI 63.7, weak-up, DC — notable recovery). CEG $287.49 (RSI 39.7, strong-down, DC — slipping further). MRVL $87.54 (RSI 54, strong-up, GC — thesis holding). VRT $258.48 (RSI 56.2, strong-up, GC). GEV $851.49 (RSI 55.8, strong-up, GC). EQIX $970.41 (RSI 62.2, strong-up, GC). DLR $174.71 (RSI 47.4, strong-up, GC). ANET $130.31 (RSI 45.1, weak-down, GC). CSCO $78.25 (RSI 48.5, weak-down, GC).
Quick Snapshot
| Signal |
Reading |
| Overall |
🟡 MIXED — ARM RECOVERED, CEG SINKING — ARM $132.82 RSI 63.7 bounced hard (+10.9% 7D) reversing death cross trend. MRVL $87.54 RSI 54 strong-up golden cross thesis intact. CEG $287.49 RSI 39.7 strong-down — nuclear thesis breaking down. Power names (GEV, VRT, EQIX) remain structurally sound. |
| Key insight |
ARM $132.82 RSI 63.7, +10.9% 7D — big recovery, still death cross but momentum reversing. CEG $287.49 RSI 39.7, -2.4% 30D, strong-down death cross — nuclear premium unwinding faster. MRVL +10.1% 30D golden cross still leads AI infra thesis. |
Action Matrix
| Action |
Stocks |
Why |
| 📈 ACCUMULATE |
MRVL |
$87.54, RSI 54, golden cross, strong-up — custom ASIC leader |
| 🔒 HOLD |
VRT |
$258.48, RSI 56.2, golden cross, strong-up — data center power |
| 🔒 HOLD |
GEV |
$851.49, RSI 55.8, golden cross, strong-up — power infrastructure |
| 🔒 HOLD |
EQIX |
$970.41, RSI 62.2, golden cross, strong-up — colocation leader |
| 🔒 HOLD |
DLR |
$174.71, RSI 47.4, golden cross, strong-up — data center REIT |
| 🔒 HOLD |
ANET |
$130.31, RSI 45.1, golden cross — networking solid |
| 🔒 HOLD |
CSCO |
$78.25, RSI 48.5, golden cross — base holding |
| 🔍 WATCH |
ARM |
$132.82, RSI 63.7, death cross — big bounce but structure still weak |
| ❌ DON'T BUY |
CEG |
$287.49, RSI 39.7, strong-down, death cross — nuclear thesis breaking |
Data (Validated 2026-03-20)
| Stock |
Price |
7D |
30D |
52wkHi |
RSI |
SMA20 |
vs SMA |
Status |
Action |
| CEG |
$287.49 |
+3.8% |
-2.4% |
-30.4% |
39.7 |
$314.31 |
-8.5% |
🔴 Strong-down, death cross |
❌ Don't Buy |
| ANET |
$130.31 |
+0.9% |
-1.9% |
-15.3% |
45.1 |
$133.38 |
-2.3% |
🟡 Weak-down, golden cross |
🔒 Hold |
| DLR |
$174.71 |
-0.9% |
+0.1% |
-2.1% |
47.4 |
$178.11 |
-1.9% |
🟢 Strong-up, golden cross |
🔒 Hold |
| CSCO |
$78.25 |
-0.6% |
-1.2% |
-11.9% |
48.5 |
$78.55 |
-0.4% |
🟡 Weak-down, golden cross |
🔒 Hold |
| MRVL |
$87.54 |
-0.4% |
+10.1% |
-14.8% |
54.0 |
$84.94 |
+3.1% |
🟢 Strong-up, golden cross |
📈 Accumulate |
| GEV |
$851.49 |
+6.2% |
+2.6% |
-4.8% |
55.8 |
$845.54 |
+0.7% |
🟢 Strong-up, golden cross |
🔒 Hold |
| VRT |
$258.48 |
+2.0% |
+6.1% |
-5.6% |
56.2 |
$258.57 |
0.0% |
🟢 Strong-up, golden cross |
🔒 Hold |
| ARM |
$132.82 |
+10.9% |
+5.8% |
-27.5% |
63.7 |
$123.74 |
+7.3% |
🟡 Weak-up, death cross — bounce |
🔍 Watch |
| EQIX |
$970.41 |
-0.3% |
+5.1% |
-3.7% |
62.2 |
$963.16 |
+0.8% |
🟢 Strong-up, golden cross |
🔒 Hold |
Key Changes vs 03/13
| Stock |
03/13 Price |
03/20 Price |
Move |
Note |
| ARM |
$115.31 |
$132.82 |
+15.2% |
Major bounce — RSI 42 → 63.7, still death cross |
| CEG |
$301.77 |
$287.49 |
-4.7% |
RSI 46 → 39.7 — strong-down, thesis deteriorating |
| VRT |
$269.25 |
$258.48 |
-4.0% |
RSI 68 → 56.2 — pullback, golden cross intact |
| EQIX |
$976.28 |
$970.41 |
-0.6% |
RSI 68 → 62.2 — slight cooling, still strong |
| MRVL |
$87.86 |
$87.54 |
-0.4% |
RSI 58 → 54 — steady, thesis intact |
Key Discoveries
| Discovery |
Implication |
| ARM +15.2% in 7 days, RSI 63.7 |
Chip IP licensing recovering but death cross still active — watch for sustained follow-through |
| CEG RSI 46 → 39.7, strong-down |
Nuclear premium continues unwinding — -30.4% from 52wk high and accelerating |
| Power infra (GEV, VRT, EQIX) holding golden crosses |
Data center power demand remains structural — these are the safe AI infra plays |
Mistakes (Don't Repeat)
| Mistake |
Lesson |
| Missing ARM bounce potential |
Death cross doesn't mean no tradeable bounces — watch RSI divergences |
Open Questions
- ARM bounce sustainable or dead-cat? Death cross still active at RSI 63.7.
- CEG — is nuclear thesis broken or just a deep correction buying opportunity?
- MRVL vs NVDA — custom ASIC outperforming GPU demand again this week?