This report tracks the hyperscaler/chip/foundry basket in ai-infra.json (AMZN, NVDA, ASML, TAC, TSM, PLTR, MRVL, ARM, P, AIQ, SMH — 11 names), not the separate 52-name physical-buildout universe (ai-infrastructure.json). The clearest move: P's RSI vaulted from 69.0 to 83.9 on a 30-day return that exploded to +67.01%, deep into overbought and now trading in a parabolic regime — while TAC cleared RSI 40 for the first time, leaving this basket with zero oversold names this cycle.

FROTH READ: vs VWAP measures distance from the average buyer's cost basis across the instrument's full history.

P is the standout in this basket by a wide margin, again. Its RSI climbed from 69.0 to 83.9 — deep into overbought — and its 30-day change exploded from +15.85% to +67.01%, the sharpest move anywhere in this dashboard; the stock now trades in a parabolic regime and sits just 1.23% off its 52-week high. TAC cleared RSI 40 for the first time in this basket's tracked history (38.7→47.3), meaning the basket carries zero names below the RSI-40 line this cycle — though TAC remains death-crossed and its 30-day change is still negative (-6.09%).

AMZN cooled the most on the downside — RSI fell from 64.0 to 53.4 as its 7-day change flipped from +1.07% to -4.31%. PLTR also eased (73.0→68.3) after being the basket's standout mover last cycle, though it's still up +30.11% over the past 30 days and remains death-crossed. NVDA ticked down slightly (64.5→62.8) but stays system-flagged intact. ASML posted the basket's second-sharpest positive move (51.9→59.8, +7.9). MRVL, ARM, TSM, SMH, and AIQ all held roughly steady to modestly improved.

1. P posted the sharpest move in the whole basket, again: RSI 69.0→83.9, 30D +15.85%→+67.01%, now trading in a parabolic regime.
2. TAC cleared RSI 40 for the first time, leaving the basket with zero oversold names: RSI 38.7→47.3.
3. AMZN cooled the most: RSI 64.0→53.4, 7D +1.07%→-4.31%.
4. PLTR eased after last cycle's sharp move: RSI 73.0→68.3, still death-crossed.
5. ASML posted the basket's second-sharpest positive move: RSI 51.9→59.8.
6. NVDA ticked down slightly, thesis still system-flagged intact: RSI 64.5→62.8.
7. AIQ improved: RSI 57.1→59.1.
8. MRVL held roughly flat, still the basket's deepest distance from its 52-week high: RSI 52.3→54.0, -32.65% off high.
9. ARM held roughly flat, still -38.45% off its 52-week high: RSI 50.3→50.9.
10. SMH ticked up slightly, trend flag still weak-down: RSI 52.7→54.2.

RSI < 30 = capitulation zone (check trend/death-cross before treating as a buy). RSI 30-40 = oversold, often still structurally weak in this group. RSI 40-70 = neutral-to-healthy. RSI > 70 = extended. "vs VWAP" measures distance from the average buyer's cost basis — the further above 0%, the more "paid up" the current price relative to its own trading history.

None.

None — down from one last cycle (TAC), which has since cleared RSI 40. This is the first cycle this basket has carried zero oversold names.

All eleven names: P (83.9), PLTR (68.3), NVDA (62.8), ASML (59.8), AIQ (59.1), TSM (54.4), SMH (54.2), MRVL (54.0), AMZN (53.4), ARM (50.9), TAC (47.3).

• Whether P's parabolic move (RSI 69.0→83.9, 30D +67.01%) holds or reverses sharply given how extended it now is.
• Whether TAC's clearing of RSI 40 — the basket's first zero-oversold read — survives given it remains death-crossed.
• Whether AMZN's cooldown, the basket's largest downside move this cycle, extends into a real pullback or stalls.
• Whether PLTR's ease-off after last cycle's sharp move is the start of a real cooldown or just a pause.

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