← all events raw scan snapshot Feb 2, 2026 — prices as of scan date, not live 122 rows · screens, not recommendations superseded by2026-05-01-ai-scan ported fromresearch/classic/scans/_archive/2026-02-02-ai-scan.md scan slugai-scan source typescan-archive
59-stock AI ecosystem scan. Nuclear pullbacks (CEG , OKLO , SMR ). Memory FOMO (all +40-50%). Solar dip (FSLR -15%).
Quick Snapshot Signal Reading Overall 🟢 Multiple sectors with pullbacks, but also FOMO traps Key insight Memory/storage ran (MU, STX, WDC +40-50%). Nuclear has REAL pullbacks (CEG -24%, OKLO -18%). AI software still bleeding.
Action Matrix Action Stocks Why ✅ STRONG BUY MSFT Big Tech -10%, OpenAI partner ✅ STRONG BUY CEG Nuclear -24%, AI power thesis 🔍 RESEARCH OKLO, SMR Nuclear pullbacks -12 to -18%, speculative 🔍 RESEARCH FSLR Solar -15%, energy transition 🔍 RESEARCH PLTR, SNOW, CRM, NOW Quality enterprise AI -15 to -20% 🔍 RESEARCH MRVL, ARM, QCOM AI chips -8 to -13% 🔒 HOLD NVDA, AMZN, GOOGL, META, TSM Big Tech steady 🔒 HOLD EQIX, DLR Data center REITs steady ⚠️ FOMO BE +50% already ran ⚠️ FOMO MU, STX, WDC Memory +40-50%, too late ⚠️ FOMO SKM +35% running (Anthropic deal) ⚠️ FOMO INTC, ASML, AMD +11 to +24% ⚠️ CAUTION RGTI, IONQ Quantum -20 to -29%, speculative
Data - Full AI Universe (59 Stocks, Sorted by 30D) 🔴 FOMO Zone (Up 30%+) Stock Price 30D Status Action Sector BE $156.29 +50.31% 🔴 Ran ⚠️ Avoid Fuel cells STX $432.95 +49.38% 🔴 Ran ⚠️ Avoid Storage (HDDs) MU $414.73 +45.36% 🔴 Ran ⚠️ Avoid Memory (HBM) WDC $270.16 +43.83% 🔴 Ran ⚠️ Avoid Storage (HDDs/SSDs) SKM $27.89 +35.22% 🔴 Ran ⚠️ Avoid Telco (Anthropic deal)
🟢 Nuclear Pullbacks (AI Power Thesis) Stock Price 30D Status Action Sector CEG $270.78 -23.68% 🟢 Pullback ✅ Strong Buy Nuclear utility OKLO $73.61 -17.60% 🟢 Pullback 🔍 Research Nuclear (Sam Altman) SMR $16.48 -12.25% 🟢 Pullback 🔍 Research Small modular reactors VST $154.25 -5.32% 🟢 Dip 🔍 Watch Power generation TAC $12.77 -0.85% 🟡 Sideways 🔒 Hold Nuclear/AI power
🟢 Solar Pullbacks Stock Price 30D Status Action Sector FSLR $230.51 -15.24% 🟢 Pullback 🔍 Research Solar panels SEDG $30.65 -1.98% 🟡 Sideways 🔍 Watch Solar inverters RUN $18.20 -0.71% 🟡 Sideways 🔍 Watch Residential solar NEE $86.34 +6.16% 🟡 Steady 🔍 Watch Renewables utility ENPH $36.49 +7.26% 🟡 Steady 🔍 Watch Solar inverters EOSE $14.11 +4.90% 🟡 Steady 🔍 Watch Batteries
🟢 AI Software Pullbacks (Still Bleeding) Stock Price 30D Status Action Sector RGTI $17.70 -29.19% 🟢 Pullback ⚠️ Caution Quantum SOUN $8.43 -23.45% 🟢 Pullback 🔍 Watch Voice AI PATH $12.56 -21.77% 🟢 Pullback 🔍 Watch RPA/Automation AI $10.92 -21.44% 🟢 Pullback 🔍 Watch Enterprise AI (C3.ai) IONQ $38.58 -20.84% 🟢 Pullback ⚠️ Caution Quantum NOW $117.99 -20.05% 🟢 Pullback 🔍 Research IT workflow AI BBAI $4.78 -18.71% 🟢 Pullback 🔍 Watch AI analytics CRM $210.79 -17.74% 🟢 Pullback 🔍 Research CRM + Einstein AI WDAY $173.37 -17.00% 🟢 Pullback 🔍 Watch HR/Finance AI PLTR $147.74 -15.10% 🟢 Pullback 🔍 Research AI data analytics SNOW $190.68 -15.01% 🟢 Pullback 🔍 Research Data cloud QCOM $152.66 -13.44% 🟢 Pullback 🔍 Research Edge AI chips MRVL $78.64 -12.76% 🟢 Pullback 🔍 Research Custom AI chips ISRG $496.79 -12.30% 🟢 Pullback 🔍 Watch Robotic surgery MDB $372.62 -11.44% 🟢 Pullback 🔍 Watch AI database ADBE $293.37 -11.52% 🟢 Pullback 🔍 Watch Creative AI MSFT $423.31 -10.46% 🟢 Pullback ✅ Strong Buy Cloud/AI (Azure, OpenAI) ZS $200.54 -9.94% 🟢 Dip 🔍 Watch Security AI TEM $58.55 -9.51% 🟢 Dip 🔍 Watch Healthcare AI VEEV $203.34 -8.12% 🟢 Dip 🔍 Watch Life sciences AI ARM $106.96 -7.91% 🟢 Dip 🔍 Research Chip architecture NET $182.54 -7.71% 🟢 Dip 🔒 Hold Edge computing
🟡 Sideways / Steady Stock Price 30D Status Action Sector CRWD $438.81 -3.88% 🟡 Sideways 🔍 Watch AI cybersecurity PANW $175.47 -3.68% 🟡 Sideways 🔍 Watch AI cybersecurity AVGO $331.11 -3.58% 🟡 Sideways 🔒 Hold AI networking DDOG $129.05 -3.43% 🟡 Sideways 🔍 Watch Observability TMUS $194.95 -2.92% 🟡 Sideways 🔍 Watch Telco NVDA $185.69 -1.33% 🟡 Sideways 🔒 Hold GPU leader SMCI $29.72 -1.20% 🟡 Sideways 🔍 Watch AI servers ANET $138.34 +0.86% 🟡 Sideways 🔍 Watch Data center networking FTNT $81.29 +4.30% 🟡 Steady 🔍 Watch AI cybersecurity AMZN $242.94 +4.25% 🟡 Steady 🔒 Hold AWS/AI EQIX $810.51 +4.97% 🟡 Steady 🔒 Hold Data center REIT TSM $341.37 +5.93% 🟡 Steady 🔒 Hold AI chip foundry DLR $165.16 +6.00% 🟡 Steady 🔒 Hold Data center REIT META $706.42 +7.23% 🟡 Steady 🔒 Hold Llama/AI infra T $26.32 +7.70% 🟡 Steady 🔍 Watch Telco GOOGL $343.80 +8.58% 🟡 Steady 🔒 Hold Gemini/TPUs BCE $25.83 +8.90% 🟡 Steady 🔍 Watch Telco (Bell Canada)
🔴 Running (Approaching FOMO) Stock Price 30D Status Action Sector AMD $246.28 +11.39% 🔴 Running ⚠️ Wait GPU challenger VZ $44.67 +12.82% 🔴 Running 🔍 Watch Telco ASML $1,441.40 +17.36% 🔴 Running ⚠️ Wait Lithography monopoly INTC $48.80 +23.98% 🔴 Running ⚠️ Wait CPU turnaround
Sector Analysis Energy/Power for AI Trend Stocks What's Happening 🔴 FOMO BE +50% Bloom ran, data center power thesis played out 🟢 PULLBACK CEG -24%, OKLO -18%, SMR -12% Nuclear dips - AI power thesis intact 🟢 PULLBACK FSLR -15% Solar panel maker on sale 🟡 SIDEWAYS VST, TAC, EOSE, SEDG, RUN Power plays consolidating
Insight: Nuclear is the play - CEG , OKLO , SMR have REAL pullbacks while the thesis (AI needs power) is stronger than ever.
Memory/Storage Trend Stocks What's Happening 🔴 FOMO MU +45%, STX +49%, WDC +44% HBM and storage all ran
Insight: You missed this one. All storage/memory up 40-50%. Wait for pullback or move on.
Data Center REITs Trend Stocks What's Happening 🟡 STEADY EQIX +5%, DLR +6% Landlords for AI steady gainers
Insight: Boring compounders. Not exciting, but consistent.
Networking Trend Stocks What's Happening 🟡 SIDEWAYS ANET +1%, CSCO flat Data center switches not moving
Insight: Infrastructure play, but not showing AI momentum.
AI Cybersecurity Trend Stocks What's Happening 🟡 SIDEWAYS CRWD -4%, PANW -4%, FTNT +4% Security steady
Insight: AI security not catching bid yet. May be earlier opportunity.
Telcos Trend Stocks What's Happening 🔴 RUNNING SKM +35% SK Telecom running on Anthropic deal 🟡 STEADY BCE +9%, VZ +13%, T +8% Edge AI infrastructure 🟡 SIDEWAYS TMUS -3% T-Mobile lagging
Insight: Telcos positioning for AI edge. SKM has Anthropic partnership (too late). BCE (Bell Canada) quietly up 9%.
The Gold Key Discoveries Discovery Implication Memory/Storage ALL up 40-50% Thesis was right, timing was wrong - MISSED Nuclear has REAL pullbacks CEG -24%, OKLO -18%, SMR -12% - AI power thesis intact BE (Bloom) +50% already ran Energy FOMO trap, wait for pullback FSLR -15% is only solar dip Solar/renewables entry if thesis fits SKM +35% on Anthropic deal Telco AI play working, but too late for SKM BCE tradeable in US Bell Canada is an option for telco AI Data center REITs steady EQIX, DLR boring but consistent
FOMO Traps (Don't Chase) Stock 30D Why It's Too Late BE +50% Fuel cells ran on AI data center hype MU +45% HBM memory ran STX +49% Storage ran with AI WDC +44% Storage ran with AI SKM +35% Anthropic deal priced in INTC +24% Turnaround run ASML +17% EUV monopoly premium AMD +11% GPU competition run
Real Opportunities Stock 30D Why It's Interesting CEG -24% Nuclear utility, AI power thesis, major pullback OKLO -18% Sam Altman's nuclear bet, speculative but thesis intact SMR -12% Small modular reactors, AI power play FSLR -15% Solar leader pullback MSFT -10% Big Tech outlier, OpenAI partner PLTR -15% Quality AI data analytics CRM -18% Enterprise AI blue chip NOW -20% IT workflow AI
Categories You're Covering Category Stocks Status Big Tech NVDA, AMZN, MSFT, GOOGL, META ✅ Covered Chips AMD, AVGO, MRVL, ARM, SMCI, QCOM, INTC, TSM, ASML ✅ Covered AI Platforms PLTR, AI, SNOW, DDOG, MDB ✅ Covered Enterprise AI CRM, NOW, ADBE, WDAY, ZS ✅ Covered AI-native SOUN, BBAI, PATH ✅ Covered Quantum IONQ, RGTI ✅ Covered Healthcare AI ISRG, TEM, VEEV ✅ Covered Infrastructure TAC, NET ✅ Covered Energy/Power BE, EOSE, FSLR, ENPH, SEDG, RUN, CEG, VST, SMR, OKLO, NEE ✅ NEW Memory/Storage MU, STX, WDC ✅ NEW Data Center REITs EQIX, DLR ✅ NEW Networking ANET, CSCO ✅ NEW AI Security CRWD, PANW, FTNT ✅ NEW Telcos T, VZ, TMUS, BCE, SKM ✅ NEW
Next Actions
Deep dive CEG - why -24%? Nuclear thesis intact?
Deep dive OKLO - Sam Altman's bet, speculative risk?
Research FSLR - solar thesis for AI ?
Decide: Add CEG to core energy watchlist?
Monitor memory (MU , STX , WDC ) for pullback entry
Track SKM news for Anthropic updates
Commands cd stonks
the desk's own tooling)
the desk's own tooling
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