AI Infrastructure Candidates
Update
AI Infrastructure Candidates
AI Infrastructure Candidates — March 31, 2026
Overview
AI infra sold off across the board this week. ARM cooling from RSI 74 to 62.5 (+0.8% 7D) — the monster breakout is still intact but momentum slowing. MRVL held up well, RSI 61.6 and +10% above SMA20 — still the best setup. VRT and AVGO both weakened: VRT -9.7% 7D and now -4.4% vs SMA20, AVBO slipped into death cross. ASML -8.5% 7D, TSM -6.7% 7D — foundry/lithography pair continuing to weaken. PLTR death cross and strong-down trend deepening (-10.3% 7D).
Candidates
| Ticker | Price | RSI | Trend | 7D | 30D | Signal | Take |
|---|---|---|---|---|---|---|---|
| MRVL | $99.18 | 61.6 | strong-up | -3.6% | +22.7% | GC | Custom ASIC leader. +10% above SMA20. Best setup in AI infra. |
| ARM | $148.73 | 62.5 | up | +0.8% | +19.6% | DC | Cooling from monster breakout. +14.3% vs SMA20. Don't chase. |
| VRT | $247.60 | 48.7 | strong-up | -9.7% | -3.9% | GC | Power infra pullback. Still strong-up + golden cross. Entry on dip. |
| TSM | $332.27 | 45.9 | weak-down | -6.7% | -9.7% | GC | Foundry bellwether weakening further. -2.2% vs SMA20. |
| ASML | $1,303.43 | 44.3 | weak-down | -8.5% | -8.4% | GC | Lithography monopoly slipping. -3.6% vs SMA20. Still above SMA200. |
| AVBO | $307.08 | 43.1 | strong-down | -7.0% | -3.5% | DC | Broadcom flipped to death cross. -4.4% vs SMA20. Avoid. |
| PLTR | $145.94 | 47.1 | strong-down | -10.3% | +0.5% | DC | Palantir death cross deepening. -3.9% vs SMA20. Broken chart. |
Action Items
- MRVL: Still the top pick. +22.7% 30D with golden cross + strong-up. Hold/add on dips.
- ARM: RSI cooling to 62.5 from 74. Wait for RSI 50-55 before adding. Death cross is a flag.
- VRT: -9.7% 7D is a meaningful pullback for a strong-up name. Watch for RSI 45 stabilization as entry.
- ASML: -8.5% 7D. RSI 44 is approaching buy territory. Still the global semiconductor chokepoint. Watch RSI 40.
- AVBO: Avoid — death cross is new and trend now strong-down.
- Avoid: PLTR (death cross + -10.3% 7D), AVBO (new death cross).
Key Changes vs 03/26
| Ticker | Price 03/26 | Price 03/31 | Move | Note |
|---|---|---|---|---|
| ARM | $154.80 | $148.73 | -3.9% | RSI cooled from 74 → 62.5. Still in up trend. |
| MRVL | $97.68 | $99.18 | +1.5% | Held up well — best relative strength this week. |
| VRT | $252.40 | $247.60 | -1.9% | Pullback but strong-up intact. |
| ASML | $1,329.50 | $1,303.43 | -2.0% | Continuing to slip. |
| AVBO | $309.42 | $307.08 | -0.8% | Flipped to death cross — key change. |
| PLTR | $147.56 | $145.94 | -1.1% | Death cross deepening, -10.3% 7D. |
Related
10 events DateTypeEvent
Mar 26 UpdateAI Infrastructure Candidates Mar 31 ScanTech Insider Buys Mar 31 ScanAI Scan Mar 31 ScanInsider Universe Apr 3 UpdateAI Infrastructure Candidates Apr 3 ScanAI Scan Apr 3 ScanNVDA Ecosystem Scan Mar 26 ScanAI Sector Scan Mar 26 ScanAI Infrastructure Scan Mar 26 ScanBargain Bin No direct external sources are attached to this read.