AI Scan

Scan

AI Scan

Scan symbols 59
ADBEAMDAMZNANETARMASMLAVGOBBAIBCEBECEGCRMCRWDCSCODDOGDLRENPHEOSEEQIXFSLRFTNTGOOGLINTCIONQISRGMDBMETAMRVLMSFTMUNEENETNOWNVDAOKLOPANWPATHPLTRQCOMRGTIRUNSEDGSKMSMCISMHSMRSNOWSOUNSTXTACTEMTMUSTSMVEEVVSTVZWDAYWDCZS
Watchlists 1
@ai-scan
raw scan snapshot — prices as of scan date, not live 85 rows · screens, not recommendations superseded by2026-05-01-ai-scanported fromresearch/classic/scans/_archive/2026-03-20-ai-scan.mdscan slugai-scansource typescan-archive

AI sector split between death-cross deterioration in the mega-caps (MSFT, META, AMZN all strong-down/death-cross) and pockets of unexpected strength: storage stocks surging (STX +11.4% 7D, WDC +17% 7D), SEDG ripping +21.6% 7D, NET hitting RSI 62.4. MRVL and PLTR holding above SMA20 — rare in this tape.

Quick Snapshot

Signal Reading
Overall 🔴 BEARISH — Most mega-caps in strong-down with death cross. MSFT (RSI 32.1), META (RSI 32.2), AMZN (RSI 41.3) all on death cross trend. NVDA (RSI 38.8) still in down trend. Storage and select names bucking the selloff.
Leaders SEDG (+35.3% 30D, RSI 71), NET (+22.4% 30D, RSI 62.4), WDC (+17% 7D), STX (+11.4% 7D), MRVL (+10.1% 30D), PLTR (+10.7% 30D)
Laggards EOSE (-51.6% 30D), SMCI (-35% 30D, RSI 24.7), RUN (-40.4% 30D), TEM (-20.1% 30D), AI.c (-19.7% 30D)

Price Table — AI Semiconductors & Infrastructure

Stock Price RSI vs SMA20 7D% 30D% Signal
NVDA $173.85 38.8 -5.1% -3.0% -8.4% 🟡 Pulling back
AMD $198.92 46.4 -0.7% +4.2% -0.6% 🟡 Near flat
AVGO $312.37 40.3 -4.3% -4.1% -6.1% 🟡 Weak
MRVL $87.54 54.0 +3.1% -0.4% +10.1% 🟢 Above SMA20, strong-up
ARM $132.82 63.7 +7.3% +10.9% +5.8% 🟠 Breaking out, watch
SMCI $21.09 24.7 -32.1% -0.9% -35.0% 🔴 Capitulating — strong-down
QCOM $130.18 34.1 -4.4% -1.2% -8.3% 🔴 Strong-down death cross
INTC $43.76 45.5 -3.6% +0.1% -0.8% 🟡 Neutral
TSM $327.69 39.1 -7.3% -0.8% -11.3% 🟡 Weak
ASML $1,299.20 40.7 -6.8% -0.2% -11.6% 🟡 Weak

Price Table — AI Software & Cloud

Stock Price RSI vs SMA20 7D% 30D% Signal
MSFT $381.95 32.1 -4.2% -3.0% -3.9% 🔴 Strong-down death cross
META $592.22 32.2 -7.3% -3.2% -9.6% 🔴 Strong-down death cross
AMZN $205.84 41.3 -2.4% -0.6% -2.0% 🔴 Strong-down death cross
GOOGL $299.27 40.1 -2.3% +0.1% -4.9% 🟡 Weak-down
PLTR $149.74 49.5 +1.5% +2.5% +10.7% 🔴 Strong-down but above SMA20
CRM $194.46 46.0 -0.1% -1.1% +5.0% 🔴 Strong-down death cross
NOW $110.65 43.9 -1.9% -1.9% +6.1% 🔴 Strong-down death cross
ADBE $246.79 34.1 -5.9% -3.0% -4.6% 🔴 Strong-down death cross
WDAY $136.30 40.9 -0.9% -0.8% -1.1% 🔴 Strong-down death cross
SNOW $168.25 42.0 -2.5% -2.8% -2.5% 🔴 Strong-down death cross
DDOG $125.77 52.2 +4.4% +0.8% +8.7% 🟡 Weak-up, above SMA20
MDB $260.88 34.7 -7.3% +0.9% -24.3% 🟡 Down trend
ZS $151.62 38.8 -2.2% +0.6% -5.1% 🔴 Strong-down death cross
PATH $12.10 52.0 +6.6% +1.6% +12.0% 🔴 Strong-down but above SMA
AI $8.34 34.4 -7.7% -3.5% -19.7% 🔴 Strong-down death cross
ISRG $475.47 38.8 -3.0% +0.3% -5.7% 🔴 Strong-down death cross
VEEV $184.23 45.9 -0.3% +1.3% +2.2% 🔴 Strong-down death cross

Price Table — AI Networking & Telecom

Stock Price RSI vs SMA20 7D% 30D% Signal
NET $216.74 62.4 +11.0% +3.2% +22.4% 🟠 Up trend, watch overbought
T $28.53 59.8 +1.8% +0.4% +2.0% 🟢 Strong-up
VZ $50.19 58.1 -0.3% -3.5% +1.9% 🟢 Strong-up
TMUS $208.53 45.7 -3.3% -4.2% -2.8% 🟡 Weak-up
BCE $25.77 54.1 +0.2% -0.2% +1.1% 🟢 Strong-up
SKM $28.46 46.6 -4.3% +2.6% -8.7% 🟢 Strong-up

Price Table — Speculative AI & Quantum

Stock Price RSI vs SMA20 7D% 30D% Signal
SOUN $6.57 31.2 -17.3% -9.6% -16.0% 🔴 Strong-down death cross
BBAI $3.51 33.4 -11.1% -7.9% -9.1% 🔴 Strong-down death cross
IONQ $30.66 33.9 -11.4% -7.1% -3.9% 🔴 Strong-down death cross
RGTI $14.44 33.1 -13.6% -9.1% -9.3% 🔴 Strong-down death cross
TEM $46.65 33.7 -10.3% -4.6% -20.1% 🔴 Strong-down death cross
TAC $11.85 33.7 -7.7% -3.5% -11.9% 🔴 Strong-down death cross

Price Table — AI Energy & Power

Stock Price RSI vs SMA20 7D% 30D% Signal
CEG $287.49 39.7 -8.5% +3.8% -2.4% 🔴 Strong-down death cross
VST $148.19 37.5 -10.2% +2.6% -13.5% 🔴 Strong-down death cross
SMR $11.21 35.3 -9.3% -0.3% -16.6% 🔴 Strong-down death cross
OKLO $53.10 34.6 -13.6% -9.6% -16.8% 🔴 Strong-down death cross
NEE $90.72 48.3 -1.8% -1.1% -0.9% 🟢 Strong-up
FSLR $191.38 35.4 -5.4% -0.0% -20.9% 🟡 Down
ENPH $43.93 50.9 -0.4% -1.3% -5.7% 🟢 Strong-up
SEDG $51.29 71.0 +29.4% +21.6% +35.3% 🔴 Parabolic — overbought
RUN $12.08 36.8 -12.7% +3.8% -40.4% 🟡 Down

Price Table — AI Data Storage & Infrastructure

Stock Price RSI vs SMA20 7D% 30D% Signal
MU $420.08 51.7 +0.9% +4.8% -1.9% 🟢 Strong-up
STX $413.01 54.7 +5.2% +11.4% +0.5% 🟢 Strong-up
WDC $294.21 55.8 +6.3% +17.0% +3.1% 🟢 Strong-up
EQIX $970.41 62.2 +0.8% -0.3% +5.1% 🟢 Strong-up
DLR $174.71 47.4 -1.9% -0.9% +0.1% 🟢 Strong-up
ANET $130.31 45.1 -2.3% +0.9% -1.9% 🟡 Weak-down
CSCO $78.25 48.5 -0.4% -0.6% -1.2% 🟡 Weak-down
CRWD $405.46 44.1 -0.8% -4.0% +4.3% 🔴 Strong-down death cross
PANW $163.33 48.6 +2.4% +0.4% +9.8% 🔴 Strong-down death cross
FTNT $81.07 46.1 -0.7% -1.6% +1.3% 🟡 Weak-up
BE $152.95 49.5 -3.5% +4.2% +3.7% 🟢 Strong-up
EOSE $5.18 29.2 -23.3% -9.2% -51.6% 🔴 Capitulating
SMH $383.30 42.0 -3.9% +0.5% -7.7% 🟡 Weak-down

Tier Analysis

Overbought / Leaders (RSI > 60)

  • SEDG RSI 71 — +35.3% 30D, +29.4% above SMA20, parabolic — do not chase
  • NET RSI 62.4 — +22.4% 30D, breaking out above SMA20 with conviction
  • ARM RSI 63.7 — +7.3% above SMA20, +10.9% 7D; momentum building
  • EQIX RSI 62.2 — Data center REIT holding strong-up above SMA20

Neutral / Holding (RSI 40–60)

Oversold (RSI 25–40)

Capitulation (RSI < 25)

  • SMCI RSI 24.7 — -35% 30D, -32.1% below SMA20. Catastrophic. Accounting/legal cloud.
  • EOSE RSI 29.2 — -51.6% 30D. Energy storage company in freefall.

Entry Zones

Stock Entry Zone Thesis
NVDA $160–175 Core AI infrastructure, RSI 38.8 pulling back; still above death cross threshold
MSFT $370–385 Death cross is concerning, but RSI 32 with Azure AI thesis intact
META $570–595 RSI 32.2, death cross but AI monetization accelerating; Llama3 driving
MRVL $82–88 Strong-up, golden cross, above SMA20 — pullback in up trend
ARM Watch $125–130 RSI 63.7 extended; wait for pullback before entry
MU/STX/WDC Current levels Storage upcycle confirmed — WDC +17% 7D shows institutional rotation
NET Hold / don't add at top RSI 62, +22% 30D — let it breathe before adding
CEG $270–290 Nuclear power thesis intact; death cross but RSI 39.7 nearing entry

Action Matrix

Action Stocks Why
🔒 HOLD NET, MRVL, PLTR, BE Outperforming peers, above SMA20, thesis intact
📈 ACCUMULATE NVDA, MSFT, META Core AI names deep in pullback RSI 32–39; conviction entry zone
📈 ACCUMULATE MU, STX, WDC Storage upcycle underway — institutional rotation visible
🔍 WATCH ARM, SEDG Momentum extended; wait for pullback
🔍 WATCH CEG, VST Nuclear/power names oversold but death cross; thesis needs recheck
⚠️ AVOID AVGO, TSM, ASML Weak and still trending down; no catalyst visible
⚠️ AVOID SOUN, BBAI, IONQ, RGTI Speculative names breaking down further
❌ DON'T BUY SMCI -35% 30D, RSI 24.7, accounting overhang — falling knife
❌ DON'T BUY EOSE -51.6% 30D, business model in question
🚨 EXIT / REVIEW OKLO, SMR Both -16% to -17% 30D, death cross — reassess nuclear thesis

What Changed (vs 2026-03-13)

  • Storage names ripping — WDC +17% 7D, STX +11.4% 7D, MU +4.8% 7D. This rotation was not visible in prior scan.
  • Death crosses spread — MSFT, META, AMZN, ADBE, CRWD now all confirmed death cross. The count of death-cross names expanded sharply.
  • SEDG parabolic — RSI 71, +35.3% 30D, +29.4% above SMA20. Emerged as surprise leader — solar inverter company riding AI power demand narrative.
  • NET breakout — +22.4% 30D, RSI 62.4, one of the strongest names in the entire AI universe.
  • PLTR held — +10.7% 30D while sector sold off. Institutional support confirmed.
  • Nuclear names (CEG, VST, OKLO) all hit hard — VST -13.5% 30D, OKLO -16.8%, SMR -16.6%. AI power thesis temporarily derailed.
  • SMCI continued collapse — now -35% 30D with RSI 24.7. Structural damage.

Key Discoveries

Discovery Implication
Storage stocks (MU/STX/WDC) rotating strongly while AI semis fall HBM/DRAM upcycle potentially decoupling from AI capex story
NET +22% 30D as sole SaaS breakout Security/networking seeing institutional accumulation vs rest of SaaS
PLTR holding above SMA20 while MSFT/META on death crosses PLTR benefiting from defense/government AI spending that's recession-proof

Open Questions

  • Is WDC/STX strength sustainable or a short-squeeze?
  • Has nuclear AI power thesis (CEG/VST/OKLO) been permanently impaired or just pausing?
  • When does NVDA's RSI 38.8 become a confirmed entry vs continued deterioration?
10 events
DateTypeEvent
Mar 11 ScanAI Scan Mar 10 ScanAI Scan Mar 31 ScanAI Scan Feb 2 ScanAI Universe (Expanded) Apr 28 ScanAI Scan Mar 12 ScanAI Scan May 29 ScanAI Scan Jun 16 ScanAI Scan Jun 20 ScanAI Scan Mar 24 ScanAI Scan

No direct external sources are attached to this read.