AI Infrastructure Scan

Scan

AI Infrastructure Scan

Scan symbols 21
AMDANETARMASMLAVGOBECEGCFLTDDOGDLRENPHEQIXFSLRGEVINTCMRVLMUNETNVDASMCITSM
Watchlists 1
@ai-infrastructure
raw scan snapshot — prices as of scan date, not live 28 rows · screens, not recommendations superseded by2026-05-01-ai-infrastructureported fromresearch/classic/scans/_archive/2026-02-09-ai-infrastructure.mdscan slugai-infrastructuresource typescan-archive

AI infra recovering: NVDA $191 (RSI 61), TSM +10.8%, ARM +11.4%. Data centers leading (EQIX RSI 78, DLR RSI 75).

Quick Snapshot

Signal Reading
Overall 🟢 RECOVERING - AI chip names bouncing from 02/05 lows. Data center REITs surging. Power/energy mixed.
Key insight NVDA above SMA20, TSM and ARM strongest. Data center plays (EQIX, DLR) at RSI 75+ on capacity demand.

Chips & Semiconductors

Ticker Price RSI SMA20 30D Chg Status
NVDA $191.16 61 $184.99 +3.4% 🟢 Above SMA, steady
AMD $216.25 44 $232.89 +6.4% 🟡 Below SMA still
AVGO $348.06 58 $332.61 +0.9% 🟢 Above SMA
MRVL $82.22 54 $80.34 -1.2% 🟡 At SMA
ARM $124.48 67 $111.00 +11.4% 🟢 Strong bounce
ASML $1434.12 62 $1375.91 +12.6% 🟢 Resuming uptrend
MU $386.12 55 $387.68 +11.9% 🟡 At SMA, volatile
INTC $51.04 54 $48.22 +12.1% 🟢 Above SMA, recovery
TSM $358.59 67 $335.71 +10.8% 🟢 Strong, approaching overbought

Pattern: Broad chip recovery. TSM and ARM leading at RSI 67. NVDA steady above SMA. AMD still lagging (below SMA, RSI 44).

Data Centers & Infrastructure

Ticker Price RSI SMA20 30D Chg Status
EQIX $856.04 78 $807.83 +6.0% 🟢 Surging, nearing overbought
DLR $171.85 75 $163.22 +5.3% 🟢 Strong, above SMA
ANET $141.42 61 $135.72 +15.1% 🟢 Strong recovery
SMCI $33.74 57 $31.07 +11.9% 🟢 Above SMA, bounce

Pattern: Data center REITs ripping. EQIX RSI 78, DLR RSI 75 - AI capacity demand driving premium. ANET +15.1% 30D leading networking.

Power & Energy for AI

Ticker Price RSI SMA20 30D Chg Status
CEG $271.06 35 $290.72 -6.8% 🔴 Below SMA, selling
GEV $811.17 74 $702.78 +15.4% 🟢 Strong, nearing overbought
FSLR $220.50 38 $236.44 -6.7% 🔴 Below SMA
ENPH $49.69 72 $39.86 +24.7% 🟢 Strong bounce from lows
BE $153.09 51 $148.09 +3.4% 🟡 At SMA

Pattern: GEV leading power plays (+15.4% 30D). ENPH monster bounce (+24.7% from lows). CEG and FSLR struggling below SMA.

Cloud Software (AI Adjacent)

Ticker Price RSI SMA20 30D Chg Status
DDOG $113.67 48 $124.28 -9.4% 🔴 Below SMA
CFLT $30.61 62 $30.50 +0.8% 🟡 At SMA
NET $173.18 48 $179.65 -5.2% 🟡 Below SMA

Entry Zones

Ticker Current Entry Zone Stop Thesis
AMD $216.25 $210-215 $195 RSI 44, below SMA, AI compute #2
CEG $271.06 $260-270 $240 RSI 35, nuclear power for AI

Exit Alerts

Ticker Signal Action
EQIX RSI 78 ⚠️ Extended, take partial profits
DLR RSI 75 🟡 Watch for pullback
GEV RSI 74 🟡 Nearing overbought

Commands

cd stonks
the desk's own tooling
the desk's own tooling
the desk's own tooling
10 events
DateTypeEvent
Feb 2 ScanAI Universe (Expanded) Mar 10 ScanAI Scan Mar 11 ScanAI Scan Mar 20 ScanAI Scan Feb 5 UpdateAI Infrastructure Mar 13 ScanAI Scan Mar 31 ScanAI Scan Mar 26 ScanAI Sector Scan Feb 9 ScanNVDA Ecosystem Scan Mar 11 ScanInsider Activity Scan

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