AI Infrastructure Scan
Scan
AI Infrastructure Scan
raw scan snapshot — prices as of scan date, not live 14 rows · screens, not recommendations ported fromresearch/classic/scans/2026-04-10-ai-infrastructure.md
AI infra names surging on data center buildout thesis — MRVL and AVGO leading, nuclear/power names (CEG, VRT) strong, but PLTR collapsing on valuation reset.
Quick Snapshot
| Signal | Reading |
|---|---|
| Overall | 🟢 Strong — custom ASIC + power infrastructure themes working |
| Key insight | MRVL RSI 79 near 52-week high (+54% 3M); VRT +73% 3M; PLTR the notable loser at RSI 34 |
Price Table
| Stock | Price | RSI | vs SMA20 | 7D% | 30D% | 3M% | Trend | Signal |
|---|---|---|---|---|---|---|---|---|
| AMZN | $238.15 | 71.1 | +12.2% | +10.05% | +11.11% | -3.38% | up | ⚠️ Overbought |
| NVDA | $188.36 | 61.1 | +6.2% | +4.00% | +1.95% | +1.84% | strong-up | 🔒 Hold |
| ASML | $1,482.06 | 61.7 | +9.1% | +11.73% | +7.13% | +15.83% | strong-up | 🔒 Hold |
| TAC | $14.10 | 66.9 | +8.7% | +2.37% | +10.76% | +16.14% | up | 🔒 Hold |
| TSM | $372.63 | 63.3 | +9.0% | +6.54% | +7.66% | +12.63% | strong-up | 🔒 Hold |
| PLTR | $128.01 | 33.8 | -13.4% | -12.56% | -15.30% | -28.65% | strong-down | 🔍 Watch |
| MRVL | $127.60 | 79.2 | +28.2% | +10.95% | +36.76% | +53.94% | strong-up | ⚠️ Overbought |
| ARM | $149.90 | 59.6 | +6.4% | +1.44% | +24.35% | +34.87% | up | 🔍 Watch |
Entry Zones
| Stock | Price | RSI | 30D% | Setup |
|---|---|---|---|---|
| PLTR | $128.01 | 33.8 | -15.30% | Approaching oversold, -38% from high — valuation reset |
Action Matrix
| Action | Stocks | Why |
|---|---|---|
| ⚠️ AVOID | MRVL, AMZN | RSI 71-79, extended on momentum |
| 🔒 HOLD | NVDA, TSM, ASML, TAC | Core AI infra thesis intact |
| 🔍 WATCH | PLTR, ARM | PLTR nearing entry; ARM recovering from death cross |
Related
10 events DateTypeEvent
Apr 13 Scan5 — NVDA ECOSYSTEM Apr 10 UpdateAI Infrastructure Candidates Apr 10 ScanAI Scan Mar 26 ScanAI Infrastructure Scan Apr 26 UpdateAI Infrastructure Candidates Apr 13 ScanAI Scan Apr 3 UpdateAI Infrastructure Candidates Apr 3 ScanAI Scan Mar 20 ArticleDaily Actions Mar 20 ScanAI Scan No direct external sources are attached to this read.