AI infrastructure in full rip mode — CEG, EQIX, DLR all at RSI 82-87 (overbought), GEV up +29.6% in 30 days at RSI 77; only CSCO and ANET are in buy/neutral territory after CSCO -9.4% 7D. This sector is extended and most names should not be chased.

EQIX — RSI 87, $956.19, +15.1% vs SMA, +19.7% 30D (data: Feb 13)

• Data is 2 weeks stale but RSI 87 with price +15% above SMA means this has been running hard. RSI 87 is dangerous territory — historically precedes 10-15% pullbacks in large-caps.
• Thesis is intact: hyperscaler colocation demand is real. But at RSI 87, you're buying near the top.
• If you own it: tighten stop to $880-890 (SMA area). Do not add.
• Wait for zone: $840-870 (near SMA) with RSI 50-60 = real entry.

DLR — RSI 83, $180.97, +8.5% vs SMA, +13.6% 30D (data: Feb 13)

• Data 2 weeks stale. +13.6% in 30 days with RSI 83 = extended. Data center REIT riding AI tailwind.
• Similar profile to EQIX: thesis intact, timing terrible for new entry.
• Wait for zone: $165-172 (SMA area) with RSI 55-65 = healthy entry.

CEG — RSI 82, $319.71, +12.4% vs SMA, +12.1% 30D

• Fresh data (Feb 26). Nuclear power for AI data centers — the thesis is one of the strongest in infrastructure. Microsoft deal, potential new contracts.
• But RSI 82 is overbought. +9.6% in just 7 days = hot momentum run.
• Don't chase the nuclear story here. Wait for RSI to cool to 55-65.
• Wait for zone: $280-295 (near SMA) with RSI 60-65 = ideal entry.

GEV — RSI 77, $863.09, +7.7% vs SMA, +29.6% 30D

• +29.6% in 30 days — this is the top performer in the scan. GE Vernova (power infrastructure, grid, wind/gas turbines) benefiting massively from AI data center power demand.
• RSI 77 = elevated but not extreme. Could run to RSI 82-85 before reversing.
• If owned: hold with trailing stop ~$800 (near SMA). Don't add.
• Wait for zone: $780-810 with RSI 55-65. Pullback would be healthy after +30%.

ANET — RSI 48, $141.59, +2.4% vs SMA, +13.2% 30D (data: Feb 13)

• Arista Networks: the networking backbone of AI data centers. RSI 48 = healthy, not extended. +2.4% vs SMA is modest. Data 2 weeks stale but the setup looks constructive.
• 30D +13.2% but RSI only 48 means price has consolidated after the move. Classic accumulate zone.
• Entry: $136-142 (current area, at/near SMA). Target: $155-160. Stop: $128.
• Best risk/reward in the scan for a new position.

FTNT — RSI 55, $85.56, +5.1% vs SMA, +12.0% 30D (data: Feb 13)

• Fortinet: network security for AI infrastructure. RSI 55, healthy +5.1% above SMA. Clean setup.
• Data 2 weeks stale. Hold existing. New entry at RSI 55 is acceptable if conviction is high.
• Entry: $82-86 (current area). Stop: $76. Target: $95.

CSCO — RSI 50, $76.85, -3.0% vs SMA, +3.3% 30D (data: Feb 13)

• -9.4% 7D = earnings-driven drop or guidance cut. Now below SMA (-3%). RSI 50 = neutral, not yet oversold.
• This is the contrarian watch setup. If it drops further to RSI 35-42, it becomes a strong entry.
• Wait for zone: $72-76 with RSI 35-45 before acting. Currently: watch only.
• Context: Cisco is slower-moving infrastructure — not a momentum name. Requires patience.

Bottom line: The AI infrastructure buildout is being priced in aggressively — EQIX RSI 87, DLR RSI 83, CEG RSI 82 all signal a sector that has run hard and needs to cool. GEV is the standout with +29.6% 30D but RSI 77 means you've missed the easy money. The only clean entries are ANET (RSI 48, best risk/reward) and a patient watch on CSCO after its -9.4% 7D drop. Don't chase the nuclear/data center names until RSI resets to 55-65.

• What caused CSCO -9.4% 7D? Earnings guide cut? Competitive pressure? Validates or invalidates the contrarian setup.
• Will EQIX/DLR RSI normalize to 55-65 on the next earnings report or continue running into AI capex announcements?
• Is CEG's nuclear thesis actually getting contract traction (Microsoft deal extensions?) or just momentum buying?
• ANET vs CSCO: In 12 months, which is the better networking infrastructure play for AI data center buildout?