NVDA — candidate.roundup
Update
NVDA — candidate.roundup
Reason: Down-stack rotation parked capital in semis-WFE/fabs/interconnect while NVDA consolidated
The week (2026-06-18 EOW)
The down-stack winners live here: capital parked in semis-WFE / fabs / interconnect while NVDA sat flat (consolidating) and software-adjacent names (PLTR, LITE) de-rated. Own the picks-and-shovels, not the platform.
| Symbol | Price | 7D | 30D | RSI | Trend | 52wkHi |
|---|---|---|---|---|---|---|
| ARM | $407.72 | +12.95% | +26.93% | 61.8 | strong-up | -9.94% |
| CRDO | $302.52 | +5.97% | +36.49% | 71.3 | strong-up | -1.99% |
| TSM | $462.12 | +4.55% | +14.24% | 63.5 | strong-up | -0.67% |
| ASML | $1,929.25 | +2.84% | +18.21% | 65.7 | strong-up | -1.47% |
| MRVL | $310.58 | +1.81% | +49.13% | 64.6 | strong-up | -10.69% |
| ICHR | $98.61 | +10.11% | +43.00% | 72.3 | strong-up | -0.99% |
| NVDA | $210.69 | -0.58% | -1.94% | 50.5 | strong-up | -10.93% |
| LITE | $850.00 | -10.90% | -10.23% | 45.8 | weak-down | -21.71% |
| PLTR | $128.47 | -5.13% | -5.95% | 40.8 | strong-down | -38.09% |
- Hold: ASML / TSM — cleanest down-stack expression, ~1.5% off highs, RSI 63-66. ARM (+13% 7D) / MRVL (+49% 30D) the momentum.
- Extended/don't chase: ICHR (RSI 72), CRDO (RSI 71).
- Oversold-vs-broken: LITE = pullback in an intact uptrend; PLTR = genuine de-rate (collapse regime) — don't catch.
- The tell: NVDA flat at $210 (on SMA20) while the equipment layer runs — reclaim = stack re-accelerates; roll = WFE corrects first. Ties to ai-power-bottleneck.
Related
9 eventsNo direct external sources are attached to this read.