AI power and data center names are parabolic — GEV +24% and EQIX/DLR at extreme overbought (RSI 87/83) — while networking names (ANET, CSCO, FTNT) sit neutral at RSI 48-55. Bifurcated setup: trim power/datacenters, accumulate networking.

Note: EQIX, DLR, ANET, CSCO, FTNT data as of Feb 13. CEG, GEV data fresh (Feb 20).

EQIX — RSI 87, $956.19, +15.1% vs SMA

• 🔴 RSI 87 is in extreme overbought territory. Data center REIT pricing in AI hyperscaler demand perfectly.
• +19.7% over 30 days — parabolic move. Mean reversion risk at RSI 87 is historically high.
• 7D: flat (+0.0%) while still above SMA by 15% — momentum stalling.
• Action: TRIM existing positions. No new entries. Wait for RSI < 60 before reconsidering.

DLR — RSI 83, $180.97, +8.5% vs SMA

• RSI 83 near extreme. +13.6% over 30 days.
• 7D: +5.6% — still moving but in dangerous territory.
• Action: TRIM. Similar thesis to EQIX but slightly less extreme.

GEV — RSI 70, $830.34, +8.5% vs SMA

• 🏆 Best performer in the scan: +24.3% over 30 days ($667.89 → $830.34). RSI 70 is approaching overbought but MACD is strong (+38.47, histogram +4.60).
• Price is above SMA20 by 8.5% — extended but MACD momentum still positive.
• 7D: +3.5% — still climbing. Parabolic but GE Vernova's power grid thesis is real (AI data center electricity demand).
• Action: HOLD if in. Partial trim to reduce risk. No new entries at RSI 70 + 8.5% above SMA.

CEG — RSI 57, $294.84, +5.6% vs SMA

• 🟢 Best risk/reward in the group. Was at RSI 36 on Feb 9 (deeply oversold), now recovering to RSI 57.
• +0.2% over 30 days — appears flat but that masks the Feb 4 crash ($250 low) and subsequent recovery to $295.
• 30D trajectory: Started $294 → crashed to $247 (Feb 5) → recovered to $303 (Feb 17) → stabilized $295.
• MACD: +1.12, histogram +3.61 — strong bullish momentum in the MACD as it crosses from negative to positive.
• Action: ACCUMULATE on any dip below $290. Clean recovery story with nuclear power catalyst (AI electricity demand).

FTNT — RSI 55, $85.56, +5.1% vs SMA

• Fortinet cybersecurity — AI security infrastructure. RSI 55 neutral, +12% 30D.
• Holding above SMA with positive momentum. Clean entry relative to EQIX/DLR.
• Action: ACCUMULATE or initiate position. Lower risk than power/datacenter names.

ANET — RSI 48, $141.59, +2.4% vs SMA

• Arista Networks — AI networking equipment. RSI 48 neutral. +13.2% 30D.
• 7D: flat (+0.0%) — consolidating after a strong 30-day run.
• Action: WATCH. Consolidating at highs — entry on a pullback to SMA ($138-140) is ideal.

CSCO — RSI 50, $76.85, -3.1% vs SMA

• Cisco — diversified networking. RSI 50 but 7D: -7.5% decline. Below SMA by 3.1%.
• The -7.5% 7D move is a warning sign — may be losing SMA support.
• Action: WATCH carefully. The 7D decline is a red flag. Wait for stabilization before entry.

Bottom line: AI infrastructure is split. Power names (GEV, CEG) are driven by the electricity thesis and remain relevant, but EQIX and DLR at RSI 87/83 are classic trim signals. Networking names (ANET, FTNT, CSCO) offer better risk/reward from neutral RSI levels. CEG is the highest-conviction recovery trade in this scan.

Key Discoveries:

• 🏆 CEG is the best setup in this scan — recovered from RSI 36 (Feb 9) to RSI 57 with MACD crossing positive, above SMA. Nuclear power + AI electricity demand thesis intact.
• EQIX RSI 87 with flat 7D return = momentum stalling while still extended above SMA by 15%. Classic precursor to mean reversion.
• GEV +24% in 30 days is the strongest absolute performer — parabolic moves can continue but risk/reward shifts unfavorably at RSI 70 + 8.5% above SMA.

Mistakes to Avoid:

• Don't chase EQIX or DLR at these extreme overbought levels even if the AI data center thesis remains valid
• CSCO's -7.5% 7D is a red flag — the fact that it's RSI 50 doesn't mean it's safe; it may be early in a breakdown
• Most data in this scan is from Feb 13 (1 week stale) — GEV and CEG are the only fresh Feb 20 reads

Open Questions:

• Is EQIX/DLR pricing in a multi-year AI demand supercycle, or are they running ahead of actual capacity additions?
• Will CSCO's 7D decline accelerate or stabilize — is this rotation out of networking into power?
• CEG recovery: is this a fundamental re-rating (nuclear contracts) or just technical mean reversion from the Feb 4 crash?