NVDA Ecosystem Scan

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NVDA Ecosystem Scan

Scan symbols 9
ARMASMLAVGOMRVLMUNVDASMCITSMVRT
Watchlists 1
@nvda-ecosystem
raw scan snapshot — prices as of scan date, not live 20 rows · screens, not recommendations superseded by2026-05-01-nvda-ecosystemported fromresearch/classic/scans/_archive/2026-03-24-nvda-ecosystem.mdscan slugnvda-ecosystemsource typescan-archive

NVDA ecosystem split: ASML monster (+35% vs SMA200), MRVL strong-up (+15% vs SMA200), while SMCI collapses (-33% 7D, -48% vs SMA200). NVDA itself treading water (RSI 42). Memory (MU) pulled back -11% 7D. VRT leading infrastructure at +54% vs SMA200.

Quick Snapshot

Signal Reading
Overall 🟡 BIFURCATED — Equipment/custom silicon strong, NVDA flat, SMCI in freefall
Leaders ASML ($1395.58, +35.4% vs SMA200), MRVL ($92.42, +14.8% vs SMA200), VRT ($258.48, +54.4% vs SMA200)
Laggards SMCI ($21.09, RSI 25↓, -33.2% 7D), AMAT (no data)

Price Table (Supply Chain)

Stock Price RSI vs SMA200 7D% 30D% 3M% Trend Signal
ASML $1395.58 53 +35.4% -1.2% -6.8% +31.2% strong-up ✨ 🔒 Hold
VRT $258.48 56 +54.4% +2.0% +6.1% +55.5% strong-up ✨ 🔒 Hold
MRVL $92.42 61 +14.8% -1.6% +17.9% +6.9% strong-up ✨ 🔒 Hold
ARM $134.81 64 -2.4% +8.3% +5.2% +20.9% weak-up 🔍 Watch
TSM $343.42 49 +20.7% -1.1% -10.7% +15.3% weak-down 🟡 Watch
MU $393.90 45 +67.9% -10.9% -5.8% +37.4% weak-down 🟡 Pullback
AVGO $319.86 46 -1.4% -0.3% -1.5% -8.5% down 🟡 Watch
NVDA $175.80 42 -1.7% -4.1% -8.8% -6.8% down 🟡 Watch
SMCI $21.09 25 ↓ -48.3% -33.2% -35.0% -32.1% strong-down 💀 ❌ Falling Knife

AMAT — no data available

Analysis

  • ASML is new monster: +35% vs SMA200, golden cross, strong-up. Litho monopoly.
  • MRVL custom silicon thesis working: +18% 30D, strong-up. Benefiting from ASIC demand.
  • ARM recovering: +8.3% 7D, RSI 64. But still in death cross — needs to confirm reversal.
  • MU sharp pullback: -10.9% 7D after being +68% above SMA200. Healthy correction or trend change?
  • NVDA treading water: RSI 42, -9% 30D. Not oversold but not leading either. Waiting for catalyst.
  • SMCI in crisis: RSI 25, -33% in one week. Do NOT catch this knife.

Entry Zones

Stock Entry Zone RSI Thesis
MU $380-400 45 Memory supercycle pullback entry, still +68% vs SMA200
NVDA $165-180 42 AI leader at reasonable RSI, near SMA200

Action Matrix

Stock Signal Action Notes
ASML ✨ Monster 🔒 Hold New monster, litho monopoly
VRT ✨ Monster 🔒 Hold Cooling infrastructure
MRVL ✨ Strong-Up 🔒 Hold Custom ASIC leader
MU 🟡 Pullback 🔍 Watch -11% 7D from monster position
NVDA 🟡 Neutral 🔍 Watch Near SMA200, needs catalyst
SMCI 🔴 Collapse ❌ Don't Buy -48% vs SMA200, broken
10 events
DateTypeEvent
Mar 20 ScanNVDA Ecosystem Scan Apr 3 ScanNVDA Ecosystem Scan Mar 24 ScanAI Scan Mar 12 ScanNVDA Ecosystem Scan Mar 26 ScanAI Sector Scan Mar 10 ScanNVDA Ecosystem Scan Mar 20 ScanAI Scan Mar 31 ScanAI Scan Mar 24 ScanInsider Scan Mar 11 ScanAI Scan

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