Reason: PLTR is the most extended name in the basket - RSI 68.3, 30D +30.11%, and a +19.6% gap above its 20-day average even while staying death-crossed; NVDA and AMZN hold the cleanest structures with golden crosses and RSI in the mid-50s to low-60s; TSM, MRVL, and ARM sit in pullback regimes with unrated-to-partial theses.

Tape Read

$PLTR is the most extended name in the group: price $174.04, RSI 68.3 (elevated), a 30D print of +30.11%, and a 20-day gap of +19.6% above its own average — still death-crossed despite the run, regime pullback, thesis flagged intact, and -16.13% off its 52-week high. $NVDA holds the cleanest structure in the basket: price $225.16, RSI 62.8, golden-cross, regime basing, thesis intact, just -4.75% off a fresh 52-week high on modest 7D (+0.54%) and 30D (+5.96%) prints. $AMZN sits close behind: price $262.65, RSI 53.4, golden-cross, regime uptrend, thesis intact, 7D -4.31%, 30D +3.02%, -8.55% off its 52-week high. $TSM is steady: price $426.35, RSI 54.4, golden-cross, regime pullback, thesis unrated, 7D +1.5%, 30D +1.64%, -10.99% off its high. $MRVL: price $222.02, RSI 54, golden-cross, regime pullback, thesis unrated, 7D +1.51%, 30D +7.64%, -32.65% off its high. $ARM: price $279.44, RSI 50.9, golden-cross, regime pullback, thesis intact-but-priced, 7D -1.11%, 30D +0.88%, -38.45% off its high. Source: full-scan pre-computed summaries as of the 2026-08-14 close — ai-infra.

• $PLTR — WATCH: RSI 68.3 (elevated), 30D +30.11%, 20-day gap +19.6% above its average — still death-crossed despite the extension; the group's most stretched chart.
• $NVDA — WATCH: RSI 62.8, golden-cross, regime basing, thesis intact, -4.75% off its 52-week high — the cleanest structure in the group though regime hasn't confirmed a full uptrend.
• $AMZN — PROMOTE: RSI 53.4, golden-cross, regime uptrend, thesis intact, -8.55% off its 52-week high.
• $TSM — WATCH: RSI 54.4, golden-cross, regime pullback, thesis unrated.
• $MRVL — WATCH: RSI 54, golden-cross, regime pullback, thesis unrated, still -32.65% off its 52-week high.
• $ARM — WATCH: RSI 50.9, golden-cross, regime pullback, thesis intact-but-priced, -38.45% off its 52-week high.

Lead pick: $PLTR is the standout technical mover this cycle by magnitude — a 30-day gain of +30.11% and a 20-day gap of +19.6% — but it's still death-crossed and RSI 68.3 flags it as extended rather than a clean entry. $AMZN is the group's only fully-confirmed golden-cross/uptrend/thesis-intact combination this cycle.

Sources

• Tape data (price/RSI/SMA/returns): full-scan pre-computed summaries as of the 2026-08-14 close — ai-infra.