AI Infrastructure Scan
Scan
AI Infrastructure Scan
raw scan snapshot — prices as of scan date, not live 16 rows · screens, not recommendations superseded by2026-05-01-ai-infrastructureported fromresearch/classic/scans/_archive/2026-02-16-ai-infrastructure.mdscan slugai-infrastructuresource typescan-archive
AI infra still overbought — CSCO RSI 86, EQIX RSI 78, DLR RSI 75, GEV RSI 74. Data center buildout thesis intact. CEG neutral at RSI 52.
Quick Snapshot
| Signal | Reading |
|---|---|
| Overall | 🟢 STRONG — AI infra bucking the growth selloff. Data centers overbought. |
| Leaders | CSCO ($86.93, RSI 86), EQIX ($856.04, RSI 78) — Very overbought |
| Relative value | CEG ($288.43, RSI 52) — Best risk/reward in sector |
Price Table (Validated 2026-02-16)
| Stock | Price | RSI | SMA20 | vs SMA | Signal |
|---|---|---|---|---|---|
| CEG | $288.43 | 52 | $279.35 | +3.3% | 🟢 Above SMA, neutral RSI |
| GEV | $802.13 | 74 | $735.04 | +9.1% | 🟡 Overbought |
| EQIX | $856.04 | 78 | $807.83 | +6.0% | 🔴 Very overbought |
| DLR | $171.85 | 75 | $163.22 | +5.3% | 🟡 Overbought |
| ANET | $141.42 | 61 | $135.72 | +4.2% | 🟢 Healthy uptrend |
| CSCO | $86.93 | 86 | $78.04 | +11.4% | 🔴 Extremely overbought |
| FTNT | $85.60 | 72 | $79.71 | +7.4% | 🟡 Overbought |
Thesis Update
AI infrastructure spending is the one area immune to the growth selloff. Hyperscaler capex continues to flow into data centers, networking, and power. CSCO (networking) and EQIX/DLR (data center REITs) are the biggest beneficiaries. However, RSI readings are stretched — risk of mean-reversion pullback.
CEG stands out as relative value at RSI 52 — nuclear power for AI data centers, but has pulled back from highs. Best entry point in the sector.
Entry Zones
| Stock | Zone | RSI Trigger | Conviction |
|---|---|---|---|
| 🟢 CEG | $280-$290 | RSI < 55 | MEDIUM — Best risk/reward in AI infra |
| 🟡 ANET | $135-$142 | RSI < 60 | MEDIUM — Networking beneficiary |
Exit Alerts
Related
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Feb 16 UpdateAI Infrastructure Feb 11 UpdateAI Infrastructure Feb 11 ScanAI Infrastructure Scan Feb 22 UpdateAI Infrastructure Feb 22 ScanAI Infrastructure Feb 26 UpdateAI Infrastructure Feb 26 ScanAI Infrastructure Scan Mar 3 UpdateAI Infrastructure Mar 3 ScanAI Infrastructure Scan Mar 10 UpdateAI Infrastructure No direct external sources are attached to this read.