Data center power and nuclear plays are ripping — GEV (RSI 77, +29.6% 30D), CEG (RSI 82, +12.1% 30D), TLN (RSI 76, +10.7% 30D) all overbought. EOSE is a crash landing (-56.3% 30D, RSI 32). FSLR (RSI 35, -17.1% 30D) the most interesting potential entry. BE bounced sharply (RSI 62, +17.2% 30D) after prior weakness. Avoid chasing nuclear/power at these levels.

CEG — Constellation Energy RSI 82.1, +12.1% 30D, +12.4% above SMA. Nuclear power for Microsoft/data centers. EXTREME overbought. Do NOT add. If held from prior scan, trail stop at SMA.

GEV — GE Vernova RSI 76.7, +29.6% 30D. Gas turbines, grid equipment, wind. Data center power demand. Same story — massive run, now overbought. Don't chase. Trail stop.

TLN — Talen Energy RSI 75.8, +10.7% 30D, +7.1% above SMA. Nuclear PPA (power purchase agreements) for data centers. Same overbought dynamic. Avoid.

BE — Bloom Energy RSI 61.5, +17.2% 30D, +6.6% above SMA. Fuel cells for data centers. Unlike CEG/GEV, RSI 62 is not extreme — elevated but has room. Recovered from prior near-stop-loss levels. Hold.

NEE — NextEra Energy RSI 64, +9% 30D, +2.2% above SMA. Utility + largest US renewables developer. Solid and not overbought. Good hold as defensive/growth hybrid.

TAC — TransAlta RSI 55, -1% 30D, -3.3% vs SMA. Canadian power utility. Not in overbought territory, but also not a clear entry. Watch.

ENPH — Enphase Energy RSI 47.8, +17.3% 30D (surprisingly good 30D!), +1.8% above SMA. RSI is neutral despite the move — suggests it's been consolidating. Interesting.

FSLR — First Solar RSI 34.6, -17.1% 30D, -11.8% below SMA. US-manufactured solar panels. Policy headwinds (IRA rollback concerns), tariff uncertainty affecting project pipelines. However: only domestic US panel manufacturer = tariff protection vs. Chinese imports. Entry zone $190-$208 for contrarian. Watch for RSI <30.

EOSE — Eos Energy RSI 32.3, -56.3% 30D, -40.9% vs SMA. Zinc-air battery storage company. This is a catastrophic collapse, not a dip. Pre-revenue stage, burned cash, likely execution/funding issue. RSI 32 is NOT a buy signal here — this is a falling knife in a speculative micro-cap.

Why data-center power plays are ripping:

• Hyperscaler capex (Microsoft, Amazon, Google) allocating $300-400B combined over next 3 years to AI infrastructure
• Nuclear preferred: 24/7 baseload, carbon-free, scalable for data centers (Microsoft/CEG deal template)
• Gas turbines (GEV) filling gap: renewable intermittency means gas remains essential bridge
• Power purchase agreements (PPAs) for nuclear and gas at premium pricing vs. grid electricity

Solar headwinds:

• IRA rollback uncertainty — key FSLR tailwind if Section 45X manufacturing credits survive
• Tariff uncertainty on components (glass, inverters) despite US manufacturing of panels
• Chinese solar panel oversupply globally keeping pricing competitive

EOSE collapse context:

• Eos Energy zinc-air batteries — promising technology, execution challenged
• Likely: project delays, funding concerns, customer delays — not a dip, a restructuring risk

• Will IRA manufacturing credits survive 2026 reconciliation? (Binary risk for FSLR thesis)
• CEG: when does RSI normalize — Q2 dip to $270s possible?
• EOSE: is the -56% crash a funding crisis or customer project delay? (Material difference for thesis)
• GEV vs. Siemens Energy for grid buildout — US-listed advantage in procurement cycles?