Weekly AI Signal Report — March 06, 2026
2026-03-06 · 3 min read
The AI ecosystem ended the week bearish in a NEUTRAL regime, with signals across 103 tickers.
Top Movers
Top Buy Signals
| Ticker | Name | Layer | Conviction |
|---|---|---|---|
| CRDO | Credo Technology | Infrastructure | low |
| PLTR | Palantir | AI Platforms & Tools | low |
| ANET | Arista Networks | Infrastructure | low |
| COHR | Coherent Corp | Infrastructure | low |
| CRWD | CrowdStrike | AI Applications | low |
Top Sell Signals
| Ticker | Name | Layer | Conviction |
|---|---|---|---|
| TSM | TSMC | Semiconductor Manufacturing | low |
| DE_H | Deere & Co (HALO) | AI HALO Stocks | low |
| LIN | Linde plc | AI HALO Stocks | low |
| LRCX | Lam Research | Semiconductor Manufacturing | low |
| ARM | Arm Holdings | Chips & Accelerators | low |
Layer Breakdown
- AI_APPLICATIONS: broadly bearish (15 tickers)
- AI_PLATFORMS_TOOLS: broadly bullish (7 tickers)
- AI_TRANSFORMATION: broadly bearish (10 tickers)
- CHIPS_ACCELERATORS: broadly bearish (9 tickers)
- CLOUD_COMPUTE: broadly bullish (7 tickers)
- FOUNDATION_MODELS: broadly mixed (5 tickers)
- INFRASTRUCTURE: broadly bullish (11 tickers)
- RAW_MATERIALS: broadly bearish (24 tickers)
- SECONDARY_BENEFIC: broadly mixed (7 tickers)
- SEMICONDUCTOR_MFG: broadly bearish (8 tickers)
Supply Chain Alerts
- NVIDIA Blackwell/Rubin GPUs (CHIPS_ACCELERATORS)
- HBM3e Supply (CHIPS_ACCELERATORS)
- Data Center Power Capacity (INFRASTRUCTURE)
What Changed
- Added positions: ARM, CRDO, GOOGL, LRCX, PLTR, SO.
- Removed positions: AI, BBAI, MDB, VRT, VST.
- Portfolio turnover was high.
Data: Live mode ·
Quality grade: C ·
Analysis date: 2026-03-06 ·
Methodology
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