AI Infrastructure Candidates

Update

AI Infrastructure Candidates

AI Infrastructure Candidates — April 3, 2026

Overview

AI infra bounced broadly this week. MRVL surging — RSI 67.4, +11.9% 7D, +38.2% 30D, now +15% above SMA20 in strong-up. ARM also strong at RSI 60.3, +3.1% 7D, +22.5% 30D — up trend confirmed. NVDA +5.7% 7D but still in down trend, RSI 49, flat vs SMA20. TSM +5.0% 7D recovering to RSI 48.8. ASML flat on week (RSI 45.8), still weak-down. PLTR +3.6% 7D, improved to weak-up but death cross persists. TAC quietly in an up trend at RSI 59.5.

Candidates

Ticker Price RSI Trend 7D 30D Signal Take
MRVL $107.11 67.4 strong-up +11.9% +38.2% GC Custom ASIC leader. +15% above SMA20. Monster breakout extending. Don't chase.
ARM $149.11 60.3 up +3.1% +22.5% DC Up trend confirmed. +12% vs SMA20. Death cross still active — structural flag.
TAC $13.48 59.5 up +4.7% +1.6% DC Quiet strength. +6.1% above SMA20. Up trend intact.
NVDA $177.39 49.0 down +5.7% -1.5% GC Bounced but still in down trend. -0.1% vs SMA20. Golden cross intact.
TSM $339.04 48.8 weak-down +5.0% -3.7% GC Foundry bellwether recovering. +0.2% vs SMA20. Golden cross intact.
PLTR $148.46 49.5 weak-up +3.6% +0.8% DC Improved to weak-up from strong-down. -1.9% vs SMA20. Death cross persists.
ASML $1,317.23 45.8 weak-down +0.1% -3.2% GC Lithography monopoly flat. -2.3% vs SMA20. Golden cross intact but no momentum.

Action Items

  • MRVL: Monster continues. +38.2% 30D with golden cross + strong-up. Hold if long. RSI 67 — don't initiate new positions at these levels.
  • ARM: +22.5% 30D, up trend. Death cross is the structural concern — watch for golden cross flip as confirmation.
  • NVDA: +5.7% 7D bounce but still down trend. Golden cross intact. Wait for RSI 55+ and up trend confirmation.
  • TSM: Recovering. +5.0% 7D brings it back to SMA20. Watch for trend upgrade.
  • ASML: Flat despite broader AI bounce. Laggard. Wait for momentum before adding.
  • Avoid: None this week — sector broadly improving.

Key Changes vs 03/31

Ticker Price 03/31 Price 04/03 Move Note
MRVL $99.18 $107.11 +8.0% RSI 61.6 -> 67.4. Monster breakout extending.
ARM $148.73 $149.11 +0.3% Stable. Up trend intact. +22.5% 30D.
NVDA $172.91 $177.39 +2.6% Bounce but still down trend.
TSM $332.27 $339.04 +2.0% Recovering. Back to SMA20.
ASML $1,303.43 $1,317.23 +1.1% Minor recovery. Still weak-down.
PLTR $145.94 $148.46 +1.7% Improved to weak-up. RSI 47 -> 49.5.
10 events
DateTypeEvent
Apr 10 UpdateAI Infrastructure Candidates Apr 10 ScanAI Infrastructure Scan Mar 26 ScanAI Infrastructure Scan Apr 13 Scan5 — NVDA ECOSYSTEM Mar 20 ArticleDaily Actions Mar 20 ScanAI Scan Apr 3 ScanAI Scan Mar 31 ScanTech Insider Buys Mar 31 ScanAI Scan Mar 31 ScanInsider Universe

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