AI Infrastructure

Update

AI Infrastructure

EQIX RSI 85 extreme overbought (+15% above SMA). GEV/DLR still elevated. CSCO crashed from RSI 86 to 45 after earnings selloff (-10% week). CEG neutral at RSI 51. ANET/FTNT holding above SMA.


Quick Snapshot

Signal Reading
Overall 🟠 MIXEDEQIX at extreme overbought. CSCO post-earnings collapse is now neutral. CEG best value.
Key insight CSCO went from RSI 86 (02/16) to RSI 45 now — massive reversal. EQIX hit new 52wk high $957.

Action Matrix

Action Stocks Why
BUY CEG RSI 51, +5.6% above SMA, nuclear/data center thesis intact
🔒 HOLD ANET RSI 55, healthy above SMA
🔒 HOLD FTNT RSI 59, strong above SMA
🔒 HOLD CSCO RSI 45, post-earnings reset — wait for base
⚠️ AVOID EQIX RSI 85, near 52wk high — extreme overbought
⚠️ TRIM GEV RSI 68, +8.5% above SMA
⚠️ TRIM DLR RSI 68, +10.9% above SMA

Data (Validated 2026-02-22)

Stock Price 7D 30D 52wkHi RSI SMA20 vs SMA Status Action
CEG $294.84 -1.3% +0.2% $403.49 51 $279.28 +5.6% 🟢 Neutral ✅ Buy zone
ANET $141.59 +1.8% +13.2% $162.03 55 $138.33 +2.4% 🟢 Healthy 🔒 Hold
CSCO $76.85 -10.2% +3.3% $86.78 45 $79.25 -3.0% 🟡 Post-earnings dip 🔍 Watch
FTNT $85.56 +1.3% +12.0% $114.57 59 $81.40 +5.1% 🟢 Strong 🔒 Hold
GEV $830.34 +2.7% +24.3% $834.61 68 $765.32 +8.5% 🟡 Overbought ⚠️ Trim
DLR $180.97 +6.2% +13.6% $177.86 68 $163.22 +10.9% 🟡 Overbought ⚠️ Trim
EQIX $956.19 +11.9% +19.7% $957.87 85 $830.53 +15.1% 🔴 Extreme OB ⚠️ Avoid

Key Changes vs 02/16

Stock 02/16 Price 02/22 Price Move Note
CSCO $86.93 $76.85 -11.6% Post-earnings collapse, RSI 86→45
EQIX $856.04 $956.19 +11.6% Broke to new highs, RSI 78→85
GEV $802.13 $830.34 +3.5% Continued run, RSI 74→68
DLR $171.85 $180.97 +5.3% Extended, RSI 75→68
CEG $288.43 $294.84 +2.2% Stable, RSI 52→51
ANET $141.42 $141.59 +0.1% Flat, RSI 61→55
FTNT $85.60 $85.56 +0.0% Unchanged, RSI 72→59

Key Discoveries

Discovery Implication
CSCO crashed -10% in a week from RSI 86 Earnings-driven selloff reset overbought condition
EQIX hit new 52wk high near $957 Data center REITs in extreme demand

Mistakes (Don't Repeat)

Mistake Lesson
Chasing CSCO at RSI 86 Extreme overbought always reverts eventually

Open Questions

  • Does CSCO's post-earnings dip become a buy at RSI 40-45?
  • CEG: nuclear catalysts for 2026?
10 events

No direct external sources are attached to this read.