← all events raw scan snapshot Apr 26, 2026 — prices as of scan date, not live 51 rows · screens, not recommendations ported fromresearch/classic/scans/2026-04-26-nvda-ecosystem.md
The ecosystem has gone parabolic since April 10 — ARM +57%, MRVL +67%, INTC +75% 30D; RSI 82-88 on multiple names; NVDA itself +8% and approaching 52-week highs; VRT power play +75% 3M is the infrastructure king.
Quick Snapshot Signal Reading Overall 🔴 Extreme Overbought — most ecosystem names RSI 68-88; momentum intact but chase risk is high Key insight ARM +42% this week alone to RSI 87; INTC resurrection parabolic (+75% 30D, RSI 82); MRVL +67% 30D nearing 52-week high; VRT power infrastructure +75% 3M is the sleeper star
Price Table (Supply Chain Layers) Core GPU / Logic Stock Price 7D 30D 3M RSI vs SMA20 52wkHi% Trend Status Action NVDA $198.87 +8.08% +8.54% +6.79% 69.6 +10.9% -6.3% strong-up 🟠 Near OB 🔒 Hold AMD $347.81 +25.69% +57.9% +38.4% 88.5 +38.7% -1.5% strong-up 🔴 Extreme OB ⚠️ Avoid ARM $234.81 +42.07% +49.49% +104.66% 87.2 +43.6% -1.2% strong-up 🔴 Extreme OB ⚠️ Avoid INTC $82.54 +24.64% +74.95% +94.26% 82.4 +38.6% -3.1% strong-up 🔴 Extreme OB ⚠️ Avoid
Custom ASICs / Networking Silicon Stock Price 7D 30D 3M RSI vs SMA20 52wkHi% Trend Status Action AVGO $422.76 +5.88% +32.61% +30.41% 78.0 +16.0% -1.5% strong-up 🟠 Overbought ⚠️ Avoid MRVL $164.31 +13.14% +66.98% +101.04% 87.2 +29.6% -3.8% strong-up 🔴 Extreme OB ⚠️ Avoid
Foundry / Equipment Stock Price 7D 30D 3M RSI vs SMA20 52wkHi% Trend Status Action TSM $369.57 +8.02% +8.93% +13.3% 62.0 +7.6% -5.3% strong-up 🟢 Healthy 🔒 Hold ASML $1,457.70 -0.35% +4.58% +3.27% 54.5 +3.6% -5.8% strong-up 🟢 Healthy 🔒 Hold AMAT $417.04 +5.57% +12.91% +30.71% 69.2 +10.1% -0.8% strong-up 🟠 Near OB 🔒 Hold AMKR $78.10 +13.94% +56.42% +55.3% 83.7 +34.8% -1.4% strong-up 🔴 Extreme OB ⚠️ Avoid
Memory Stock Price 7D 30D 3M RSI vs SMA20 52wkHi% Trend Status Action MU $496.72 +10.56% +30.06% +27.71% 68.7 +18.6% -2.0% strong-up 🟠 Near OB 🔒 Hold
Servers / Systems Stock Price 7D 30D 3M RSI vs SMA20 52wkHi% Trend Status Action SMCI $25.97 +11.47% -18.49% -8.14% 51.3 +6.2% -58.4% strong-down 🟡 Neutral 🔍 Watch
Data Center Networking Stock Price 7D 30D 3M RSI vs SMA20 52wkHi% Trend Status Action ANET $176.91 +6.1% +31.03% +23.09% 74.0 +19.4% -1.6% strong-up 🟠 Near OB 🔒 Hold CRDO $195.04 +20.15% +87.7% +52.35% 77.6 +42.8% -8.8% up 🔴 Extreme OB ⚠️ Avoid
Power Infrastructure (AI Data Center) Stock Price 7D 30D 3M RSI vs SMA20 52wkHi% Trend Status Action VRT $299.96 +13.12% +13.33% +75.6% 68.2 +12.8% -0.2% strong-up 🟠 Near OB 🔒 Hold GEV $1,149.19 +14.7% +24.41% +72.66% 80.6 +18.5% -2.8% strong-up 🔴 Extreme OB ⚠️ Avoid ETN $423.92 +3.93% +13.05% +27.98% 72.7 +8.9% -2.0% strong-up 🟠 Near OB 🔒 Hold BE $231.17 +10.39% +53.89% +65.57% 71.1 +29.7% -4.6% strong-up 🔴 Extreme OB ⚠️ Avoid
Optical Interconnect Stock Price 7D 30D 3M RSI vs SMA20 52wkHi% Trend Status Action LITE $881.64 -0.59% +13.44% +165.19% 58.4 +6.3% -8.2% strong-up 🟢 Healthy 🔒 Hold CLS $410.21 +2.95% +35.73% +33.08% 73.9 +18.7% -2.5% strong-up 🟠 Near OB 🔒 Hold
Laggard / Contrarian Stock Price 7D 30D 3M RSI vs SMA20 52wkHi% Trend Status Action QCOM $133.05 +4.3% +2.83% -16.0% 54.5 +3.3% -35.4% strong-down 🟡 Neutral 🔍 Watch
Tier Analysis RSI > 80 — Extreme Overbought (Do Not Chase) AMD (88.5), ARM (87.2), MRVL (87.2), AMKR (83.7), INTC (82.4), GEV (80.6) — all parabolic, 30-105% moves in 30 days. These are holds for existing positions only.
RSI 70–80 — Overbought (Hold, No Add) AVGO (78.0), CRDO (77.6), ANET (74.0), CLS (73.9), ETN (72.7), BE (71.1) — extended but still trending. Hold stops, no new entries.
RSI 60–70 — Extended but Manageable (Hold with Discipline) NVDA (69.6), AMAT (69.2), MU (68.7), VRT (68.2) — the most attractive holds in the ecosystem. All near 52-week highs but not extreme.
RSI 50–60 — Healthy / Neutral TSM (62.0), ASML (54.5), LITE (58.4), SMCI (51.3) — the calm names. TSM and ASML look constructive at these RSIs with strong underlying trends.
RSI Below 55 — Relative Laggards QCOM (54.5): still in death cross, -35% from high, -16% 3M — the contrarian long candidate if mobile AI thesis builds.
SMCI (51.3): RSI neutral but -58% from high with death cross — accounting overhang not resolved.
Entry Zones HEALTHY (RSI 54-62) — Best Risk/Reward in Ecosystem Stock Current Zone RSI 30D Action Notes TSM $369.57 $340-370 62.0 +8.93% 🔒 Hold / Add Global fab monopoly, +26% above SMA200; healthy RSI vs ecosystem ASML $1,457.70 $1,380-1,460 54.5 +4.58% 🔒 Hold / Add EUV monopoly, RSI 54 = healthiest in ecosystem; +33% above SMA200 LITE $881.64 $820-890 58.4 +13.44% 🔒 Hold Optical supercycle +165% 3M; still digesting — RSI reasonable
WATCH FOR PULLBACK Stock Current Watch Zone RSI Action Notes NVDA $198.87 <$185 69.6 📈 Add on dip Core holding; -6% from 52wkHi; any pullback to SMA20 ($179) = buy AMAT $417.04 <$390 69.2 📈 Add on dip Equipment leader; +58% above SMA200; near 52wkHi QCOM $133.05 <$130 54.5 🔍 Research Contrarian; death cross + mobile AI build thesis unresolved
Action Matrix Action Stocks Why ⚠️ AVOID AMD, ARM, INTC, MRVL, AMKR, CRDO RSI 82-88, 50-105% 30D moves — parabolic; don't add ⚠️ AVOID AVGO, GEV, BE RSI 71-81, 24-54% 30D moves — extended 🔒 HOLD NVDA, MU, AMAT, VRT, ETN, ANET Core ecosystem names at RSI 68-74; intact trends 🔒 HOLD CLS, LITE Optical supercycle +33-165% 3M; digesting gains 🔒 HOLD TSM, ASML Healthiest RSIs in ecosystem — foundry/equipment duopoly 🔍 WATCH QCOM, SMCI Laggards — QCOM needs mobile AI catalyst; SMCI needs accounting clean bill
What Changed vs 2026-04-10 Stock Apr 10 Apr 26 16D Move Note ARM $149.90 / RSI 60 $234.81 / RSI 87 +56.6% +42% this week alone — extreme momentum MRVL $127.60 / RSI 79 $164.31 / RSI 87 +28.8% Was overbought Apr 10, now extreme OB INTC $62.50 / RSI 75 $82.54 / RSI 82 +32.1% Resurrection trade accelerating AMD $245.55 / RSI 71 $347.81 / RSI 88 +41.7% Joined extreme OB club AVGO $372.38 / RSI 71 $422.76 / RSI 78 +13.5% Extended further NVDA $188.36 / RSI 61 $198.87 / RSI 70 +5.6% Steady grind — healthiest risk/reward TSM $372.63 / RSI 63 $369.57 / RSI 62 -0.8% Unchanged — still the best-positioned ASML $1,482.06 / RSI 62 $1,457.70 / RSI 55 -1.6% RSI compressed despite sector rip — constructive VRT Not scored Apr 10 $299.96 / RSI 68 — Power infrastructure emergent; +75% 3M SMCI Not scored Apr 10 $25.97 / RSI 51 — Missing the rally — still -58% from high QCOM $128.91 / RSI 44 $133.05 / RSI 55 +3.2% Minor bounce, still -35% from high
Key Discoveries Discovery Implication ARM +42% in a single week (RSI 87) Custom silicon demand signal — hyperscalers committing to ARM architecture ASML RSI 54 while ecosystem RSI 70-88 EUV equipment monopoly is healthiest risk/reward in the ecosystem right now VRT +75% 3M on power infrastructure theme AI power demand story is real — data center power = picks-and-shovels winner SMCI -18% 30D while peers +30-67% Accounting/governance overhang severely punishing SMCI vs clean peers CRDO +88% 30D from ai-infrastructure Credo Technology emerging as networking chip monster
Open Questions
How long can ARM /MRVL /INTC sustain RSI 82-88? Historical analogs suggest 1-3 week exhaustion period.
SMCI : is the -58% from high accounting fear or structural share loss? Needs monitoring.VRT near 52-week high at RSI 68 — does the power infrastructure trade have more legs?
No direct external sources are attached to this read.