AI Infrastructure Scan

Scan

AI Infrastructure Scan

Scan symbols 9
AMZNARMASMLCEGMRVLNVDAPLTRTACTSM
Watchlists 1
@ai-infrastructure
raw scan snapshot — prices as of scan date, not live 13 rows · screens, not recommendations ported fromresearch/classic/scans/2026-03-26-ai-infrastructure.md

AI infrastructure is the one corner of tech still posting positive momentum — MRVL is the standout, but AMZN and NVDA remain underwater while power/data center plays diverge sharply.

Price Table

Symbol Price RSI vs SMA20 7D% 30D% 3M% Trend
ARM $154.80 74.4 +21.6% +22.88% +21.46% +40.08% up
MRVL $97.68 66.0 +10.9% +13.18% +19.57% +13.98% strong-up
TAC $12.95 52.7 +1.2% +5.57% -5.75% +2.21% weak-up
PLTR $147.56 46.5 -3.0% +2.89% +7.56% -19.88% strong-down
AMZN $207.68 45.2 -1.6% +2.33% -1.10% -10.51% strong-down
CEG $295.19 45.3 -4.9% -2.56% -10.40% -17.51% strong-down
ASML $1,329.50 44.8 -3.0% +3.69% -8.35% +24.88% weak-down
TSM $326.18 40.7 -5.6% +4.74% -12.68% +8.70% weak-down
NVDA $171.24 38.8 -4.8% +0.61% -3.35% -9.02% down

Tier Analysis

Overbought (RSI > 70)

  • ARM (74.4): +40.1% in 3M. Vertical move on licensing royalty momentum. Trim zone.

Strong / Building Momentum (RSI 50-70)

  • MRVL (66.0): Best-positioned name. Golden cross, -4.95% from 52wk high. Custom silicon + AI networking = clearest institutional buy.
  • TAC (52.7): Small-cap AI play. Holding above SMA20/SMA50.

Neutral (RSI 40-50)

  • ASML (44.8): +28.2% above SMA200. EUV monopoly. Short-term weakness is noise.
  • AMZN (45.2): Death cross, -10.5% in 3M. AWS not enough to offset valuation compression.
  • TSM (40.7): Golden cross intact, +14.1% above SMA200. Tariff noise, not fundamentals.

Oversold (RSI < 40)

  • NVDA (38.8): Golden cross intact. -19.3% from peak. Approaching capitulation. Most important name to watch.

Entry Zones

Stock Entry Range Thesis
NVDA $160–$175 RSI approaching bottom; golden cross intact; core AI semiconductor
MRVL $88–$95 Custom silicon + networking. Pullback to SMA20 ($88) = highest-conviction entry
TSM $310–$330 Geopolitical discount on monopoly fab. +14.1% above SMA200
ASML $1,280–$1,350 EUV monopoly, +28.2% above SMA200. Weakness = buyable

Action Matrix

Top Buys / Add

  1. MRVL — Strongest momentum. Custom silicon / networking. Add on SMA20 touch (~$88).
  2. NVDA — Approaching max pain. Golden cross intact. Core AI position.
  3. TSM — Fab monopoly at geopolitical discount. Golden cross. Add $310–$330.
  4. ASML — Best long-term alpha (+81% vs SPY 1Y). Add near SMA20.

Top Sells / Trims

  1. ARM — RSI 74.4 overbought, +21.6% above SMA20. Book partial profits. Trail stop below $140.
  2. PLTR — Death cross, -19.9% in 3M. Bounce is noise. Trim or exit.

What Changed

  • ARM erupted +22.9% in 7 days — largest move in the cohort. Licensing royalty narrative.
  • MRVL +13.2% in 7 days — custom silicon thesis gaining traction. Near 52wk high.
  • NVDA holding flat (+0.6%) while most tech falls — relative strength signal.
  • TSM bouncing +4.7% after sharp 30D washout (-12.7%). May be finding support.
  • Bifurcation clear: hardware/infrastructure (MRVL, ARM, TSM, ASML) holding or building bases. Software/cloud in structural breakdown.

Data: 2026-03-26 pre-computed summaries.

10 events
DateTypeEvent
Mar 20 ArticleDaily Actions Mar 20 ScanAI Scan Mar 26 ScanAI Sector Scan Mar 11 ScanAI Scan Mar 10 ScanAI Scan Mar 31 ScanTech Insider Buys Mar 31 ScanAI Scan Mar 31 ScanInsider Universe Mar 26 ScanBargain Bin Mar 26 ScanInsider Universe Scan

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