AI Infrastructure Scan
Scan
AI Infrastructure Scan
raw scan snapshot — prices as of scan date, not live 17 rows · screens, not recommendations superseded by2026-05-01-ai-infrastructureported fromresearch/classic/scans/_archive/2026-02-11-ai-infrastructure.mdscan slugai-infrastructuresource typescan-archive
Data centers and networking strong. GEV RSI 74, EQIX RSI 78, DLR RSI 75. CSCO parabolic RSI 86. CEG pulled back RSI 35 — entry zone.
Quick Snapshot
| Signal | Reading |
|---|---|
| Overall | 🟢 STRONG — AI infrastructure buildout continues. Data centers, networking, power all elevated. |
| Best setup | CEG $271 RSI 35 — nuclear power for AI data centers, pulled back to entry zone. |
| Avoid | CSCO RSI 86 — extended after earnings. EQIX RSI 78. |
AI Infrastructure Universe (Validated 2026-02-11)
| Stock | Price | RSI | SMA20 | vs SMA | Signal | Role |
|---|---|---|---|---|---|---|
| CEG | $271.06 | 35 | $290.72 | -6.8% | 🔴 Oversold | Nuclear power |
| GEV | $811.17 | 74 | $702.78 | +15.4% | 🟡 Extended | Gas turbines for AI |
| EQIX | $856.04 | 78 | $807.83 | +6.0% | 🟡 Extended | Data center REIT |
| DLR | $171.85 | 75 | $163.22 | +5.3% | 🟡 Extended | Data center REIT |
| ANET | $141.42 | 61 | $135.72 | +4.2% | 🟢 Healthy | Networking |
| CSCO | $86.93 | 86 | $78.04 | +11.4% | 🔴 Overbought | Networking |
| FTNT | $85.60 | 72 | $79.71 | +7.4% | 🟡 Extended | Cybersecurity for AI |
Tier Analysis
Buy Zone
| Stock | Price | RSI | Entry Zone | Conviction |
|---|---|---|---|---|
| CEG | $271.06 | 35 | $260-275 | 🟢 High — Nuclear power monopoly for AI, pulled back |
Hold / Strong
Don't Chase
| Stock | RSI | Action |
|---|---|---|
| CSCO | 86 | 🔴 Extremely overbought |
| EQIX | 78 | 🟡 Extended, wait for pullback |
| DLR | 75 | 🟡 Extended |
| GEV | 74 | 🟡 Strong but stretched |
Key Signals
- CEG is the standout entry: RSI 35, nuclear power for AI data centers, 6.8% below SMA
- CSCO RSI 86 — don't chase, extreme post-earnings
- Data center REITs (EQIX, DLR) both extended — AI power demand driving rents
- GEV strongest performer (+15.4% above SMA) — gas turbine demand for AI
- AI infrastructure buildout is the strongest theme in the market right now
Related
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