AI Infrastructure Candidates
Update
AI Infrastructure Candidates
AI Infrastructure Candidates — March 26, 2026
Overview
Sharp bifurcation continues — and is accelerating. ARM is now the breakout of the week at RSI 74 (+22.9% 7D), MRVL surging to RSI 66 (+13.2% 7D). Both monsters making new moves. Meanwhile PLTR flipped to death cross and is -10% below SMA200. ASML and TSM weakening — the foundry/lithography pair now in weak-down. AVGO holding above SMA200 barely. VRT remains a structural winner (+48% vs SMA200).
Candidates
| Ticker | Price | RSI | Trend | 7D | 30D | Signal | Take |
|---|---|---|---|---|---|---|---|
| ARM | $154.80 | 74.4 | up | +22.9% | +21.5% | DC | Monster breakout. RSI overbought — don't chase. |
| MRVL | $97.68 | 66 | strong-up | +13.2% | +19.6% | GC | Custom ASIC leader, strong-up + golden cross. Best setup. |
| VRT | $252.40 | 50.2 | strong-up | +4.3% | -1.0% | GC | Power infra for AI data centers. +48% vs SMA200. Steady. |
| ASML | $1,329.50 | 44.8 | weak-down | +3.7% | -8.4% | GC | Slipping from monster highs. Still +28% vs SMA200. |
| TSM | $326.18 | 40.7 | weak-down | +4.7% | -12.7% | GC | Foundry bellwether weakening. +14% vs SMA200. |
| AVGO | $309.42 | 40.7 | down | +2.0% | -3.0% | GC | Broadcom barely above SMA200 (-4.8%). Watch closely. |
| PLTR | $147.56 | 46.5 | strong-down | +2.9% | +7.6% | DC | Palantir flipped to death cross, -10% below SMA200. Broken. |
Action Items
- MRVL: Best risk/reward in AI infra. Hold/add on pullbacks. Golden cross + strong-up.
- ARM: RSI 74 is overbought. Wait for pullback to RSI 55-60 before entry.
- VRT: Structural hold. Data center power thesis intact.
- ASML: Watch for RSI 40 re-entry. Still the global semiconductor chokepoint.
- Avoid: PLTR (death cross, broken chart).
Related
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Mar 26 ScanAI Sector Scan Mar 26 ScanBargain Bin Mar 26 ScanInsider Universe Scan Mar 24 UpdateAI Infrastructure Candidates Mar 24 ScanInsider Scan Mar 24 ScanAI Scan Mar 24 ScanNVDA Ecosystem Scan Mar 31 UpdateAI Infrastructure Candidates Mar 31 ScanTech Insider Buys Mar 31 ScanAI Scan No direct external sources are attached to this read.