AI Infrastructure Candidates

Update

AI Infrastructure Candidates

AI Infrastructure Candidates — March 24, 2026

Overview

Bifurcated sector. MRVL and ARM showing momentum (RSI 60+), ASML in strong-up trend. But SMCI collapsed -33% 7D, and the broader supply chain (TSM, AVGO) is weakening. Nuclear plays (CEG) still in death cross territory.

Candidates

Ticker Price RSI Trend 7D 30D Signal Take
MRVL $92.42 60.9 strong-up -1.6% +17.9% — Custom ASIC leader, best momentum in group
ARM $134.81 63.8 weak-up +8.3% +5.2% — Surging on AI licensing narrative
ASML $1,395.58 52.5 strong-up -1.2% -6.8% — New monster territory, +35% vs SMA200
PLTR $155.59 54.2 weak-up +3.7% +20.8% — AI software play, strong but expensive
TSM $343.42 48.6 weak-down -1.1% -10.7% — Foundry bellwether, weakening
AVGO $320.82 46.2 down -2.8% -7.4% DC Broadcom networking, death cross
CEG $296.52 45.5 strong-down -5.6% -5.0% DC Nuclear play, still broken

Action Items

  • MRVL: Hold/add on dips. Best risk/reward in AI infra.
  • ASML: Monster status. Don't chase, but don't sell.
  • ARM: Watch for profit-taking after +8% week.
  • Avoid: SMCI (broken), CEG (death cross), AVGO (weakening).
10 events
DateTypeEvent
Mar 26 ScanAI Sector Scan Mar 20 ScanAI Scan Mar 31 ScanTech Insider Buys Mar 31 ScanAI Scan Mar 31 ScanInsider Universe Mar 13 ScanAI Scan Mar 12 ScanAI Scan Mar 11 ScanAI Scan Mar 10 ScanAI Scan Mar 24 ScanInsider Scan

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