AI infra leaders MRVL (+181% 3M, +85.6% vs VWAP) and ARM (+132% 3M, +71.7% vs VWAP) are parabolic; NVDA and AMZN have pulled back to near-VWAP (RSI 37-40) — the best risk/reward in the AI complex this EOW; PLTR is in confirmed collapse (-28.5% below VWAP, -45.6% from high); the week's broad selling (-3.6% to -17%) is digestion in extended names, not a thesis break.

All data as of 2026-06-26 close. FROTH READ: pricePctVsVwap tells you how far current price sits above/below the average buyer's cost basis across the instrument's history.

• NVDA (RSI 37.9, +3.3% vs VWAP, poc $181): Pulled back -7.3% this week, -9.3% in 30 days. The average buyer across NVDA's volume history paid $186.44. Current price of $192.53 is just barely above that — this is essentially VWAP territory. Long-term thesis intact (AI compute cycle). This is the best risk/reward in the AI infra complex.
• AMZN (RSI 40, +0.9% vs VWAP, poc $229): AWS is the cloud infra backbone. Price at $232.69 vs VWAP of $230.59 = essentially at the average buyer's cost. -14.4% in 30 days. At this level, you're buying at the modal cost basis of the entire prior cycle. Compelling for a trend-hold.

• MRVL (+85.6% vs VWAP): The custom ASIC thesis played out. +181% in 3 months. The average buyer paid $143.76; current price is $266.77. This is a 2x above average cost. Don't add — hold if long.
• ARM (+71.7% vs VWAP): Architecture licensing in the AI cycle. +132% in 3 months. Sold off -17.1% this week — even this violent pullback doesn't bring it to fair value.
• ASML (+50.1% vs VWAP): EUV monopoly. More defensible than MRVL/ARM, and less extended on RSI (53.8). But at 50% above its historical VWAP, adding here requires conviction in continued momentum.

• TSM (+34.5% vs VWAP, RSI 52.1): The cleanest combination of trend + defensible extension. Foundry monopoly, exposed to AI capex. -6.8% this week on dollar vol. Hold/accumulate on dips to SMA50 ($411.90).
• TAC (+1.9% vs VWAP, RSI 57.3): Essentially flat vs VWAP. Basing. No urgency.

• PLTR (-28.5% vs VWAP, RSI 34.6): The volume-weighted average buyer paid $157.86. Current price $112.93 is 28.5% below that. This means the majority of institutional volume was done at higher prices. Regime: collapse. Not an oversold opportunity — it's a trap. The 1-year return is -13.6% even after its 2024-2025 supercycle.

The AI infrastructure names had a volatile week:

1. ARM -17.1% in one week: The biggest single-week drop in this scan. Still up +132% in 3 months. The move is extreme extension unwinding, not a thesis break. Wait for VWAP reversion ($194.69) before re-engaging.
2. NVDA -7.3%: Pulled back to near its VWAP. The Blackwell cycle, China export restrictions, and broader tech rotation all weighed. RSI 37.9 is approaching oversold — most actionable name in the scan.
3. MRVL -8.2%: The custom ASIC story is intact but price is 86% above average buyer. Digesting the enormous 30d (+34%) move.
4. AMZN -3.6%, now at VWAP: AWS beats expectations consistently but stock had run into a wall. Now back at the volume-weighted average buyer level — this is where smart money historically came in.
5. TSM -6.8%: A weekly giveback after +32.6% quarter. Foundry cycle intact. SMA20 at $433.54 — barely breached.
6. PLTR -13.6%: The AI government/enterprise software trade is not working. Collapse from RSI 34.6 with no support visible until $90s.
7. ASML -3.9%: Pulled back modestly. EUV monopoly is secular; -8.4% from its 52-week high despite +38% quarter means the dip is still within a strong trend.

EOW net: The two names that pulled back to VWAP (NVDA, AMZN) are the actionable entries this week. The parabolic names (MRVL, ARM) are digesting violently but still far above fair value. PLTR is a hold-zero/sell scenario. TSM and ASML are the "right" risk/reward but not screaming cheap.