AI Infrastructure Candidates

Update

AI Infrastructure Candidates

AI Infrastructure Candidates — May 29, 2026

Overview

AI infra extended further this week. ARM exploded to $353.29 (RSI 77.5, +68.0% 30D, near ATH -0.9%) — +41.9% above SMA20, deeply parabolic. MRVL continued its monster run: $205.00, RSI 69.5, +24.1% 30D. ASML cooled slightly: $1,612.76, RSI 59.3, -1.6% 7D — still the cleanest structure. AMZN steady at $270.64 (RSI 59.9, +0.7% vs SMA20, golden cross). TSM adding: $418.45, RSI 59.2, +5.7% 30D. NVDA slipped: $211.14, RSI 49.4, -2.0% vs SMA20 — healthy reset. Surprise: PLTR flipped to weak-up at $156.54, RSI 67.6, +12.5% 30D — death cross persists but the breakdown thesis is being tested. P (Everpure) pulled back hard: $79.51, -14.7% 7D, RSI 52.6 — still holding up trend.

Signal Reading
Overall 🟠 AI infra still extended — ARM at RSI 78, MRVL 70. ASML/TSM/AMZN remain the cleaner entries
Key insight PLTR reversed from broken to RSI 68 — death cross still active but the bear thesis is cracking. NVDA at RSI 49 is the healthiest reset in the group

Candidates

Ticker Price RSI Trend 7D 30D 52wkHi Signal Take
ARM $353.29 77.5↑ strong-up +9.6% +68.0% -0.9% GC Near ATH. +41.9% vs SMA20. Parabolic. Hold only — don't chase.
MRVL $205.00 69.5 strong-up +5.2% +24.1% -6.1% GC Extended. +13.6% vs SMA20. Near ATH. Don't initiate new position.
ASML $1,612.76 59.3 strong-up -1.6% +12.1% -2.5% GC Small pullback. +4.7% vs SMA20. Cleanest AI infra entry in the group.
AMZN $270.64 59.9 strong-up +2.0% +2.1% -2.8% GC Steady. +0.7% vs SMA20. Golden cross. +16.9% vs SMA200. Core hold.
TSM $418.45 59.2 strong-up +4.7% +5.7% -2.8% GC Foundry bellwether on track. +2.8% vs SMA20. Golden cross.
NVDA $211.14 49.4 strong-up -0.9% +5.8% -10.7% GC RSI reset to 49 — best healthy consolidation signal. -2.0% vs SMA20. Add on dips.
PLTR $156.54 67.6 weak-up +6.5% +12.5% -24.6% DC REVERSAL. RSI 48→68. Death cross persists but trend flipped weak-up. Watch SMA200 reclaim.
P $79.51 52.6 up -14.7% +11.3% -21.0% DC Everpure pulled back sharply -14.7% 7D. RSI held 52. Up trend intact, death cross lingers.
TAC $14.22 66.3 up +4.2% +13.9% -20.5% DC Quiet strength continuing. +8.8% vs SMA20. Death cross still active.

Action Matrix

Action Stocks Why
⚠️ AVOID ARM, MRVL RSI 70-78 — still extended. +14-42% vs SMA20. Hold if long; no new positions
📈 ACCUMULATE ASML RSI 59, -1.6% 7D pullback, near ATH. +4.7% vs SMA20. Best AI infra risk/reward
🔒 HOLD NVDA RSI 49 healthy reset. Strong-up GC intact. Add on SMA20 test
🔒 HOLD AMZN, TSM Steady strong-up golden crosses. RSI 59 range. Core holds
🔍 WATCH PLTR RSI 67.6 — dramatic reversal from broken thesis. Watch death cross flip to GC
🔍 WATCH P -14.7% 7D pullback but RSI held 52. Up trend intact. Watch $75 support
❌ DON'T BUY TAC RSI 66 but -20.5% from ATH, death cross. Too much structural overhead

What Changed vs 05/23

ARM surged further (+68% 30D) — parabolic acceleration. NVDA cooled to RSI 49, the healthiest reset in the group. Most surprising: PLTR reversed from "broken, death cross, -15.8% SMA200" to RSI 68 weak-up — the bear thesis is cracking, watch for death cross flip. P (Everpure) pulled back -14.7% 7D from its strong position — the AI storage thesis is intact but getting tested at SMA20.

Key Discoveries

Discovery Implication
PLTR RSI 48→68, +12.5% 30D Death cross still active but sentiment completely reversed — watch SMA200 ($138) reclaim as structural confirmation
ARM +68% 30D, still parabolic at RSI 78 Chip licensing repricing continues — ARM ecosystem lock-in getting valued like a platform, not a chip co
P -14.7% 7D while up-trend holds AI storage thesis being tested — watch if RSI 52 holds or breaks below 45

Open Questions

  • PLTR: is the RSI 48→68 move fundamental repricing (AI/defense bookings) or momentum? When does the death cross flip?
  • ARM at RSI 78 after +68% 30D: two-leg parabolic — when does digestion begin? SMA20 at ~$249.
  • NVDA at RSI 49: is the $211 level the SMA20 support floor? Watch for bounce confirmation.
10 events
DateTypeEvent
May 29 ScanAI Infrastructure Scan May 29 ScanNVDA Ecosystem Scan May 29 ScanAI Scan Jun 16 UpdateAI Infrastructure Candidates Jun 16 ScanAI Infrastructure Scan Jun 16 ScanNVDA Ecosystem Scan Jun 20 ScanAI Infrastructure Scan May 29 ScanTech Insider Buys Scan May 29 ScanInsider Scan Jun 25 ScanAI Infrastructure Scan

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