AI Infrastructure Candidates

Update

AI Infrastructure Candidates

AI Infrastructure Candidates — April 10, 2026

Overview

AI infra diverging sharply. MRVL exploded to $127.60 — RSI 79.2, +11.0% 7D, +36.8% 30D, +28.2% above SMA20, +54.4% vs SMA200 in strong-up. Near 52-week high (-0.8%). ARM steady at $149.90 (RSI 59.6, +1.4% 7D, +24.4% 30D) — up trend. TSM surging: $372.63, RSI 63.3, +6.5% 7D, strong-up golden cross, +27.4% vs SMA200. ASML rocketed +11.7% 7D to $1,482.06 (RSI 61.7), strong-up. NVDA $188.36 strong-up with golden cross. PLTR collapsed -12.6% 7D to RSI 33.8 — strong-down death cross, the only AI infra name declining.

Candidates

Ticker Price RSI Trend 7D 30D Signal Take
MRVL $127.60 79.2 strong-up +11.0% +36.8% GC ASIC monster. +28.2% above SMA20. RSI 79 extreme overbought. Do NOT chase.
ASML $1,482.06 61.7 strong-up +11.7% +7.1% GC Lithography monopoly surging. +9.1% vs SMA20. +39.1% vs SMA200. Near 52wk high (-4.2%).
TSM $372.63 63.3 strong-up +6.5% +7.7% GC Foundry bellwether in strong-up. +9.0% vs SMA20. +27.4% vs SMA200.
NVDA $188.36 61.1 strong-up +4.0% +2.0% GC Golden cross confirmed. +6.2% vs SMA20. +4.2% vs SMA200. Healthy.
ARM $149.90 59.6 up +1.4% +24.4% DC Up trend intact. +6.4% vs SMA20. +8.2% vs SMA200. Death cross structural flag.
TAC $14.10 66.9 up +2.4% +10.8% DC Quiet strength continues. +8.7% above SMA20. Up trend.
PLTR $128.01 33.8 strong-down -12.6% -15.3% DC Collapsed. -13.4% vs SMA20. -22.0% vs SMA200. Death cross. Broken.

Action Items

  • MRVL: RSI 79 extreme overbought. +36.8% 30D is parabolic. Take profits if long. Wait for pullback to SMA20 ($99.52) for entry.
  • ASML: +11.7% 7D surge. Strong-up + golden cross + near 52wk high. Entry on pullbacks to SMA20 ($1,358).
  • TSM: Strong-up golden cross confirmed. +27.4% vs SMA200. Near 52wk high (-4.5%). Quality entry on SMA20 pullback ($342).
  • NVDA: Healthiest setup — strong-up, golden cross, +4.2% vs SMA200. RSI 61 is middle ground. Hold/add.
  • ARM: Up trend but death cross persists. +8.2% vs SMA200. Watch for golden cross flip as confirmation.
  • PLTR: -12.6% 7D collapse. RSI 34 approaching oversold. -22% vs SMA200 is structural damage. Avoid.

Key Changes vs 04/03

Ticker Price 04/03 Price 04/10 Move Note
MRVL $107.11 $127.60 +19.1% RSI 67 -> 79. Parabolic. Near 52wk high.
ASML $1,317.23 $1,482.06 +12.5% RSI 46 -> 62. Massive recovery. Strong-up.
TSM $339.04 $372.63 +9.9% RSI 49 -> 63. Upgraded to strong-up.
NVDA $177.39 $188.36 +6.2% RSI 49 -> 61. Upgraded to strong-up with golden cross.
ARM $149.11 $149.90 +0.5% Stable. Up trend intact.
PLTR $148.46 $128.01 -13.8% RSI 50 -> 34. Collapsed. Worst AI infra name.
10 events

No direct external sources are attached to this read.