← all events raw scan snapshot Mar 31, 2026 — prices as of scan date, not live 103 rows · screens, not recommendations superseded by2026-05-01-ai-scan ported fromresearch/classic/scans/_archive/2026-03-31-ai-scan.md scan slugai-scan source typescan-archive
Broad AI complex in risk-off retreat: mega-caps holding better than small-cap AI/quantum, but death crosses multiplying and no real safe haven in this group.
Quick Snapshot Signal Reading Overall 🔴 Risk-Off Selloff — Most names below SMA20, death crosses dominating Leaders MRVL (+22.7% 30D), ARM (+19.6% 30D), NET (+13.0% 30D), SEDG (+25.4% 30D) Laggards MDB (-25.2% 30D), IONQ (-25.6% 30D), RGTI (-22.6% 30D), SMCI (-30.2% 30D), BBAI (-16.6% 30D) Key Insight MRVL is the only core AI name with positive momentum; mega-caps (NVDA, MSFT, META) all have death crosses or are approaching oversold
Price Table Semis & AI Chips Stock Price RSI vs SMA20 7D% 30D% Signal NVDA $172.91 44.1 -3.0% -5.3% -5.2% 🟡 Down AMD $201.74 48.6 +0.2% -2.5% +1.6% 🟡 Neutral AVGO $307.08 43.1 -4.4% -7.0% -3.5% 🔴 Death cross MRVL $99.18 61.6 +10.0% -3.6% +22.7% 🟢 Strong-up ARM $148.73 62.5 +14.3% +0.8% +19.6% 🟠 Up SMCI $22.21 35.7 -19.8% -0.5% -30.2% 🔴 Death cross QCOM $128.26 36.2 -2.6% -0.3% -8.5% 🔴 Death cross INTC $43.49 47.1 -3.2% -5.5% -4.4% 🟡 Weak-down TSM $332.27 45.9 -2.2% -6.7% -9.7% 🟡 Weak-down ASML $1303.43 44.3 -3.6% -8.5% -8.4% 🟡 Weak-down MU $326.80 33.6 -18.1% -18.1% -20.8% 🟡 Approaching oversold SMH $378.84 44.4 -2.7% -7.1% -6.8% 🟡 Weak-down
Mag-7 / Cloud / AI Platform Stock Price RSI vs SMA20 7D% 30D% Signal AMZN $208.95 48.9 -0.6% -3.3% +0.3% 🔴 Death cross MSFT $368.57 34.6 -5.3% -3.8% -7.5% 🔴 Death cross GOOGL $286.81 40.2 -3.8% -7.4% -6.4% 🟡 Weak-down META $570.00 39.4 -6.7% -9.7% -12.7% 🔴 Death cross PLTR $145.94 47.1 -3.9% -10.3% +0.5% 🔴 Death cross NET $204.56 51.1 -1.8% -11.0% +13.0% 🟡 Up CRM $186.62 43.5 -3.1% -0.3% -3.3% 🔴 Death cross NOW $104.67 41.3 -6.5% -0.9% -4.3% 🔴 Death cross ADBE $242.26 38.2 -5.3% +0.7% -7.1% 🔴 Death cross WDAY $129.76 39.8 -4.3% -1.9% -3.2% 🔴 Death cross AI $8.34 41.2 -4.1% -8.2% -3.6% 🔴 Death cross SNOW $151.60 34.4 -10.9% -7.6% -11.0% 🔴 Death cross DDOG $118.11 45.2 -5.0% -7.0% +6.3% 🔴 Death cross MDB $243.16 35.3 -6.2% -9.7% -25.2% 🟡 Down PATH $11.06 43.8 -4.4% -2.1% +3.4% 🔴 Death cross ZS $140.15 37.3 -7.1% -4.3% -5.7% 🔴 Death cross CRWD $389.02 43.3 -6.4% -3.3% +1.1% 🔴 Death cross PANW $160.16 49.5 -1.4% -2.2% +6.7% 🔴 Death cross FTNT $81.36 50.0 -1.2% -1.5% +2.8% 🔴 Death cross
Data Center / Infrastructure Stock Price RSI vs SMA20 7D% 30D% Signal EQIX $981.97 64.6 +1.7% -0.8% +1.6% 🟢 Strong-up DLR $181.29 59.6 +1.9% -1.6% +2.1% 🟢 Strong-up ANET $122.06 42.0 -7.7% -12.2% -5.6% 🟡 Down CSCO $77.25 44.5 -2.1% -3.4% -2.7% 🟡 Weak-down
Nuclear / Energy AI Stock Price RSI vs SMA20 7D% 30D% Signal CEG $275.59 38.0 -9.7% +0.6% -15.7% 🔴 Death cross VST $149.14 41.7 -5.7% -3.9% -10.0% 🔴 Death cross NEE $92.31 55.3 +0.7% +0.1% -0.4% 🟢 Strong-up SMR $10.80 38.6 -7.5% -8.7% -17.2% 🔴 Death cross OKLO $49.14 36.5 -13.7% -14.9% -24.0% 🔴 Death cross
Quantum / Robotics / AI ETFs Stock Price RSI vs SMA20 7D% 30D% Signal IONQ $28.54 36.7 -12.5% -17.3% -25.6% 🔴 Death cross RGTI $13.70 36.6 -13.0% -15.2% -22.6% 🔴 Death cross SOUN $6.70 42.9 -6.8% -7.9% -22.3% 🔴 Death cross BBAI $3.42 40.4 -9.1% -14.5% -16.6% 🔴 Death cross BOTZ $32.98 35.7 -5.3% -5.4% -13.6% 🟡 Down ROBO $67.94 40.0 -3.8% -5.6% -12.9% 🟡 Weak-down AIQ $46.23 39.9 -4.3% -5.7% -7.7% 🟡 Down
Tier Analysis Capitulation (RSI < 30) — Potential Bottom No names in outright capitulation (<30 RSI). Closest are:
Stock RSI 30D% Notes SNOW 34.4 -11.0% Death cross, broken momentum MSFT 34.6 -7.5% Death cross, approaching oversold MU 33.6 -20.8% -18.1% vs SMA20 — near capitulation on semis
Oversold (RSI 25–40) — Approaching Entry Zones Stock RSI 30D% Notes ADBE 38.2 -7.1% Death cross, but enterprise AI exposure CEG 38.0 -15.7% Nuclear thesis still intact long-term ZS 37.3 -5.7% Death cross, cybersec may get defensive bid ISRG 35.2 -7.3% Death cross, surgical robotics MDB 35.3 -25.2% Database infrastructure — deep oversold SMCI 35.7 -30.2% Accounting concerns linger IONQ 36.7 -25.6% Quantum — speculative, avoid catching knife OKLO 36.5 -24.0% Pre-revenue nuclear — avoid QCOM 36.2 -8.5% Death cross, but mobile AI exposure undervalued WDAY 39.8 -3.2% Enterprise SaaS META 39.4 -12.7% Death cross, but AI monetization best in class
Neutral/Resilient (RSI 40+) — Relative Strength Stock RSI 30D% Notes MRVL 61.6 +22.7% Custom ASIC thesis intact — standout ARM 62.5 +19.6% Architecture royalties, but death cross EQIX 64.6 +1.6% Data center REIT — defensive AI infrastructure DLR 59.6 +2.1% Same — infrastructure defensiveness NEE 55.3 -0.4% Utility AI power — nearly flat in selloff NET 51.1 +13.0% Security edge — relative strength standout PANW 49.5 +6.7% Cybersec holding despite death cross
Entry Zones Stock Entry Zone Thesis MSFT $350–370 Death cross but AI monetization leader; RSI 34.6 approaching oversold META $540–580 Best AI-to-revenue story; -12.7% 30D; RSI 39 approaching oversold NVDA $160–175 Datacenter demand intact; RSI 44, not yet oversold — wait CEG $250–280 Nuclear power for AI datacenters; -15.7% 30D, RSI 38 MDB $225–250 Database infrastructure selloff; RSI 35, -25% 30D QCOM $120–130 Mobile AI undervalued; RSI 36, death cross but oversold EQIX $950–990 Data center REIT — defensive; already at entry DLR $170–185 Same as EQIX; already in zone MRVL $90–100 Custom ASICs momentum; RSI 61 — extended, wait for pullback
Action Matrix Stock Signal Action Notes MRVL 🟢 🔒 Hold / Trim Custom ASIC thesis working; +22.7% 30D but extended at RSI 61 EQIX 🟢 🔒 Hold / Accumulate Defensive infra; RSI 64, golden cross, +1.7% vs SMA20 DLR 🟢 🔒 Hold / Accumulate Same as EQIX, slightly less extended NEE 🟢 📈 Accumulate Power demand story; nearly flat in selloff NET 🟡 📈 Accumulate Security edge; +13% 30D relative strength MSFT 🔴 ⏳ Watch RSI 34.6 approaching oversold; wait for RSI <30 META 🔴 ⏳ Watch Best AI monetization; wait for RSI <35 or deeper flush NVDA 🟡 🔍 Watch Core AI GPU monopoly; not yet oversold CEG 🔴 📈 Accumulate Nuclear AI power; -15.7% 30D, approaching oversold MDB 🟡 🔍 Research -25% 30D, RSI 35 — is this a value entry or continued breakdown? QCOM 🔴 📈 Accumulate Mobile AI undervalued; oversold at RSI 36 SNOW 🔴 ⚠️ Avoid Death cross, -11% 30D, no clear catalyst SMCI 🔴 ❌ Don't Buy Accounting overhang + -30% 30D = falling knife IONQ 🔴 ❌ Don't Buy -25.6% 30D, -17% this week — pure speculation in risk-off OKLO 🔴 ❌ Don't Buy Pre-revenue, -24% 30D, death cross AMD 🟡 🔍 Watch Holding SMA20; relative strength vs NVDA ASML 🟡 🔍 Watch -8.5% this week; entry zone forming but not there yet PLTR 🔴 🔍 Research AI/Defense crossover — war could help narrative but -10% week
Key Discoveries Discovery Implication MRVL +22.7% while peers collapse Custom ASIC narrative winning vs GPU generalism — structural, not cyclical EQIX/DLR golden cross + positive 30D Data center REITs acting as defensive AI infrastructure — rare green in this tape Quantum names (IONQ -26%, RGTI -23%) collapsing Speculative AI froth clearing — avoid until RSI <25 and volume exhaustion NET +13% 30D with relative strength Cybersec edge computing is the defensive AI play
Open Questions
Is MSFT 's RSI 34 an entry or a warning of deeper breakdown?
MRVL : does the custom ASIC thesis hold if hyperscalers cut capex in a prolonged war?CEG : at what point does nuclear AI power thesis re-engage buyers?
No direct external sources are attached to this read.