NVDA Ecosystem Scan
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NVDA Ecosystem Scan
raw scan snapshot — prices as of scan date, not live 20 rows · screens, not recommendations superseded by2026-05-01-nvda-ecosystemported fromresearch/classic/scans/_archive/2026-04-03-nvda-ecosystem.mdscan slugnvda-ecosystemsource typescan-archive
NVDA supply chain showing divergence: MRVL exploding to new highs, INTC surging on Intel Products deal, AVGO/QCOM stuck in downtrends. VRT data center power play remains a monster.
Quick Snapshot
| Signal | Reading |
|---|---|
| Overall | 🟡 Mixed — custom silicon winning, legacy semi struggling |
| Leaders | MRVL (+31.3% vs SMA200), INTC (+42.7%), VRT (+50.2%) |
| Laggards | QCOM (RSI 34, -19.1% vs SMA200), AVGO (death cross), SMCI (-41.8%) |
Price Table
| Stock | Price | RSI | vs SMA20 | 7D% | 30D% | 3M% | Trend | Signal |
|---|---|---|---|---|---|---|---|---|
| NVDA | $177.39 | 49.0 | -0.1% | +5.69% | -1.47% | -5.70% | down | 🔍 Watch |
| ARM | $149.11 | 60.3 | +12.0% | +3.08% | +22.50% | +28.42% | up | 🔒 Hold |
| MU | — | — | — | — | — | — | — | — |
| AVGO | $314.55 | 47.5 | -1.8% | +3.75% | +0.44% | -8.21% | strong-down | 🔍 Watch |
| MRVL | $107.11 | 67.4 | +15.0% | +11.91% | +38.19% | +18.79% | strong-up | ⚠️ Extended |
| TSM | $339.04 | 48.8 | +0.2% | +4.96% | -3.72% | +5.51% | weak-down | 🔍 Watch |
| ASML | $1317.23 | 45.8 | -2.3% | +0.08% | -3.21% | +7.39% | weak-down | 🔍 Watch |
| AMAT | $348.47 | 50.3 | +0.3% | +2.50% | -0.81% | +22.71% | strong-up | 🔒 Hold |
| SMCI | $23.22 | 39.6 | -13.2% | +6.67% | -24.32% | -22.78% | strong-down | ❌ Don't Buy |
| VRT | $261.29 | 54.3 | +0.4% | +3.15% | +6.92% | +50.24% | strong-up | 🔒 Hold |
Entry Zones
| Stock | Entry Zone | RSI | Thesis |
|---|---|---|---|
| QCOM | <$130 | 33.9 | Mobile AI, -38% from high, nearing oversold (from semis) |
| AVGO | <$320 | 47.5 | AI networking leader, death cross but high quality |
| TSM | <$340 | 48.8 | Foundry monopoly, neutral RSI, in range |
Action Matrix
Related
10 eventsNo direct external sources are attached to this read.