AI Infrastructure
Update
AI Infrastructure
CEG surged to RSI 82 (+12.1% 30D, near 52wk high). GEV extended to RSI 77 (+29.6% 30D). DLR RSI 83 at new 52wk high. EQIX RSI 87 — extreme overbought. CSCO stabilizing at RSI 50. ANET neutral RSI 48. FTNT healthy RSI 55.
Quick Snapshot
| Signal | Reading |
|---|---|
| Overall | 🔴 OVERBOUGHT — CEG/DLR/EQIX/GEV all extended. CSCO post-earnings base forming. Best value gone from this theme. |
| Key insight | CEG ripped from RSI 51 to RSI 82 (+$25 week). GEV at RSI 77 (+29.6% 30D). DLR at new 52wk high. Only CSCO/ANET near fair value. |
Action Matrix
| Action | Stocks | Why |
|---|---|---|
| 🔒 HOLD | ANET | RSI 48, at SMA — healthy, not extended |
| 🔒 HOLD | CSCO | RSI 50, rebuilding base post-earnings |
| 🔒 HOLD | FTNT | RSI 55, strong above SMA |
| ⚠️ TRIM | GEV | RSI 77, +29.6% 30D — extended |
| ⚠️ TRIM | CEG | RSI 82, +12.1% 30D, near 52wk high |
| ⚠️ AVOID | DLR | RSI 83, at new 52wk high |
| ⚠️ AVOID | EQIX | RSI 87, extreme overbought |
Data (Validated 2026-02-26)
| Stock | Price | 7D | 30D | 52wkHi | RSI | SMA20 | vs SMA | Status | Action |
|---|---|---|---|---|---|---|---|---|---|
| ANET | $141.59 | +3.0% | +13.2% | $150.15 | 48 | $138.33 | +2.4% | 🟢 Healthy | 🔒 Hold |
| CSCO | $76.85 | -9.4% | +3.3% | $86.78 | 50 | $79.25 | -3.0% | 🟡 Post-earnings base | 🔒 Hold |
| FTNT | $85.56 | +3.4% | +12.0% | $87.82 | 55 | $81.40 | +5.1% | 🟢 Strong | 🔒 Hold |
| GEV | $863.09 | +3.4% | +29.6% | $879.73 | 77 | $801.45 | +7.7% | 🔴 Extended | ⚠️ Trim |
| CEG | $319.71 | +9.6% | +12.1% | $325.84 | 82 | $284.33 | +12.4% | 🔴 Overbought | ⚠️ Trim |
| DLR | $180.97 | +5.4% | +13.6% | $180.97 | 83 | $166.73 | +8.5% | 🔴 At 52wk high | ⚠️ Avoid |
| EQIX | $956.19 | +12.7% | +19.7% | $957.87 | 87 | $830.53 | +15.1% | 🔴 Extreme OB | ⚠️ Avoid |
Note: ANET, CSCO, FTNT, DLR, EQIX data as of 02/13 — last available in feed. CEG, GEV updated 02/26.
Key Changes vs 02/22
| Stock | 02/22 Price | 02/26 Price | Move | Note |
|---|---|---|---|---|
| CEG | $294.84 | $319.71 | +8.4% | RSI 51→82, massive surge to near 52wk high |
| GEV | $830.34 | $863.09 | +3.9% | RSI 68→77, continued run |
| EQIX | $956.19 | $956.19 | ~flat | RSI 85→87, still extreme |
| DLR | $180.97 | $180.97 | ~flat | RSI 68→83, at new 52wk high |
| ANET | $141.59 | $141.59 | ~flat | RSI 55→48, slight cooling |
| CSCO | $76.85 | $76.85 | ~flat | RSI 45→50, slow recovery |
Key Discoveries
| Discovery | Implication |
|---|---|
| CEG surged RSI 51→82 in 4 days | Nuclear/data center repricing — no longer cheap |
| GEV at RSI 77 with +29.6% 30D | Momentum extended — trim window |
| DLR broke to new 52wk high | Data center REITs relentless demand |
Mistakes (Don't Repeat)
| Mistake | Lesson |
|---|---|
| Holding CEG "buy zone" too long without trim target | Set trim target at RSI 75+, not just entry RSI |
Open Questions
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