NVDA Ecosystem Scan
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NVDA Ecosystem Scan
raw scan snapshot — prices as of scan date, not live 18 rows · screens, not recommendations ported fromresearch/classic/scans/2026-04-10-nvda-ecosystem.md
The NVDA supply chain is on fire — MRVL, AMAT, AMKR parabolic; INTC resurrection trade adding +21.5% in a single week; only QCOM lagging.
Quick Snapshot
| Signal | Reading |
|---|---|
| Overall | 🟢 Bullish — 9 of 10 ecosystem stocks in uptrend, golden crosses widespread |
| Key insight | MRVL +54% 3M (custom ASIC demand); AMAT/AMKR at 52-week highs; QCOM the lone death cross laggard |
Price Table
| Stock | Price | RSI | vs SMA20 | 7D% | 30D% | 3M% | Trend | Signal |
|---|---|---|---|---|---|---|---|---|
| NVDA | $188.36 | 61.1 | +6.2% | +4.00% | +1.95% | +1.84% | strong-up | 🔒 Hold |
| ARM | $149.90 | 59.6 | +6.4% | +1.44% | +24.35% | +34.87% | up | 🔍 Watch |
| AMD | $245.55 | 70.7 | +16.7% | +7.37% | +20.82% | +18.23% | strong-up | ⚠️ Overbought |
| AVGO | $372.38 | 71.0 | +15.7% | +13.91% | +8.93% | +5.95% | up | ⚠️ Overbought |
| MRVL | $127.60 | 79.2 | +28.2% | +10.95% | +36.76% | +53.94% | strong-up | ⚠️ Overbought |
| TSM | $372.63 | 63.3 | +9.0% | +6.54% | +7.66% | +12.63% | strong-up | 🔒 Hold |
| ASML | $1,482.06 | 61.7 | +9.1% | +11.73% | +7.13% | +15.83% | strong-up | 🔒 Hold |
| AMAT | $402.10 | 66.7 | +12.6% | +14.07% | +16.25% | +31.04% | strong-up | 🔒 Hold |
| INTC | $62.50 | 75.4 | +29.7% | +21.51% | +33.60% | +41.85% | strong-up | ⚠️ Overbought |
| AMKR | $57.92 | 69.0 | +21.9% | +15.79% | +32.06% | +12.51% | strong-up | ⚠️ Near Overbought |
| ON | $68.32 | 63.8 | +10.4% | +7.94% | +14.65% | +16.29% | strong-up | 🔒 Hold |
| QCOM | $128.91 | 43.9 | +0.3% | +0.48% | -4.65% | -23.35% | strong-down | 🔍 Watch |
Entry Zones
| Stock | Price | RSI | 30D% | Setup |
|---|---|---|---|---|
| QCOM | $128.91 | 43.9 | -4.65% | -37% from high, death cross — only if mobile demand thesis rebuilds |
Action Matrix
| Action | Stocks | Why |
|---|---|---|
| ⚠️ AVOID | MRVL, INTC, AMD, AVGO, AMKR | RSI 69-79, massively extended |
| 🔒 HOLD | NVDA, TSM, ASML, AMAT, ON | Strong uptrends, not yet overbought |
| 🔍 WATCH | ARM, QCOM | ARM recovering; QCOM needs catalyst |
Related
10 eventsNo direct external sources are attached to this read.