AI Infrastructure Scan

Scan

AI Infrastructure Scan

Scan symbols 14
AMATANETARMASMLAVGOCEGCSCODLREQIXFTNTGEVMRVLMUTSM
Watchlists 1
@ai-infrastructure
raw scan snapshot — prices as of scan date, not live 49 rows · screens, not recommendations superseded by2026-05-01-ai-infrastructureported fromresearch/classic/scans/_archive/2026-03-03-ai-infrastructure.mdscan slugai-infrastructuresource typescan-archive

Infrastructure bifurcation: Data centers (EQIX RSI 87, DLR RSI 83) remain dangerously overbought while semiconductors roll over (AVGO RSI 29, ASML -9.1% 7D, TSM -8.4% 7D). CEG surged to RSI 79 on nuclear AI power theme (+29.7% 30D). The easy gains in AI infra are behind us — selectivity critical.

Quick Snapshot

Signal Reading
Overall 🟠 BIFURCATED AND EXTENDED — Data centers (EQIX RSI 87, DLR RSI 83) still at extreme overbought despite stale data. Semis (AVGO RSI 29, ARM RSI 43, ASML RSI 43, TSM RSI 45) pulling back. CEG nuclear AI theme +29.7% 30D. No single clear direction — must be name-by-name.
Leaders EQIX (+22.5% 30D), CEG (+29.7% 30D), GEV (+34% 30D), MU (+66.8% 30D — stale), DLR (+15.3% 30D)
Laggards AVGO (RSI 29, -4.2% 7D), ASML (-9.1% 7D, -2.4% 30D stale), TSM (-8.4% 7D), MRVL (-21% 30D)
Key insight AVGO at RSI 29 is the standout oversold signal — Broadcom is the AI ASIC backbone and is approaching capitulation. EQIX/DLR remain extreme (RSI 83-87) but with Feb 13 data — may have corrected since. MU at +66.8% 30D is a standout but also stale (Feb 13).

Price Table (Validated 2026-03-03)

Stock Price RSI SMA20 vs SMA 7D% 30D% Signal
AVGO $313.75 29 $327.50 -4.2% -3.6% -17.5% 🟢 Oversold — approaching entry
MRVL $77.51 38 $79.00 -1.9% -1.1% -21.0% 🟢 Approaching oversold
CEG $324.96 79 $291.67 +11.4% +3.9% +29.7% 🔴 Overbought — nuclear AI theme extended
GEV $842.52 63 $822.04 +2.5% -4.2% +34.0% 🟠 Extended, pulling back
EQIX $956.19 87 $830.53 +15.1% +12.7% +22.5% 🔴 Extreme overbought (data: Feb 13)
DLR $180.97 83 $166.73 +8.5% +5.4% +15.3% 🔴 Overbought (data: Feb 13)
ANET $141.59 48 $138.33 +2.4% +3.0% +7.8% 🟢 Above SMA, neutral (data: Feb 13)
CSCO $76.85 50 $79.25 -3.0% -9.4% -0.9% 🟡 At neutral, below SMA (data: Feb 13)
FTNT $81.07 41 $81.10 -0.0% +7.8% -2.0% 🟡 At SMA, neutral
ARM $121.72 43 $123.02 -1.1% -5.0% -13.4% 🟡 Below SMA, weakening
MU $411.66 55 $400.32 +2.8% +4.3% +66.8% 🟢 Above SMA (data: Feb 13 — stale)
TSM $353.40 45 $362.09 -2.4% -8.4% +21.0% 🟡 Below SMA — selling off
ASML $1,360.77 43 $1,430.36 -4.9% -9.1% -2.4% 🟡 Below SMA — selling off
AMAT N/A N/A N/A N/A N/A N/A ⚠️ No data file

Note: EQIX, DLR, ANET, CSCO, MU data is from Feb 13 — ~2.5 weeks stale.

Tier Analysis

Capitulation / Near-Capitulation (RSI < 30) — Highest Conviction Entry Zone

  • AVGO RSI 29 — Broadcom at oversold. AI ASIC custom chip dominance (Google TPU, Meta MTIA). -17.5% 30D, -4.2% below SMA. This is a rare entry signal for a mega-cap AI infrastructure company.

Oversold (RSI 30–40) — Strong Entry Zone

  • MRVL RSI 38 — Marvell custom ASICs (Amazon Trainium alternative), -21% 30D. Thesis intact.
  • FTNT RSI 41 — Fortinet cybersecurity/networking, at SMA. Not AI-pure but AI-adjacent infrastructure.

Neutral (RSI 40–60) — Monitor

  • ARM RSI 43 — chip IP licensor, -13.4% 30D. Weakening.
  • ASML RSI 43 — EUV monopoly, -9.1% 7D. Selling off on macro.
  • CSCO RSI 50 — datacenter networking, stale data.
  • ANET RSI 48 — data center networking leader, stale data but above SMA.
  • TSM RSI 45 — TSMC selling off -8.4% 7D, below SMA. Key bellwether.
  • MU RSI 55 — memory with stale data showing +66.8% 30D.

Strong (RSI 60+) — Extended / Overbought Risk

  • GEV RSI 63 — GE Vernova (energy/grid), +34% 30D, pulling back from highs
  • CEG RSI 79 — Constellation Energy nuclear, +29.7% 30D — approaching extreme overbought
  • DLR RSI 83 — Digital Realty data center, extreme overbought (stale data)
  • EQIX RSI 87 — Equinix data center, most extreme reading in scan (stale data)

Entry Zones

Stock Entry Zone Thesis
AVGO $305–320 RSI 29, -4.2% below SMA, -17.5% 30D. Broadcom is the #1 custom AI chip partner for Google and Meta. This is a golden entry zone.
MRVL $72–80 RSI 38, -1.9% below SMA, -21% 30D. Custom ASIC for Amazon/other hyperscalers. Thesis intact, price not.
ARM $115–125 RSI 43, -1.1% below SMA, -13.4% 30D. Every AI chip uses ARM IP. Not yet oversold but approaching entry zone.
TSM $340–360 RSI 45, -2.4% below SMA, -8.4% 7D. TSMC is the foundry for NVDA/AMD/AAPL — any weakness is a long-term entry.
ASML $1,320–1,380 RSI 43, -4.9% below SMA. EUV monopoly — only company that makes leading-edge lithography machines.
CEG $290–305 Wait for RSI to cool to 60-65. Nuclear AI power thesis is the strongest long-term energy play. RSI 79 = not yet.
EQIX $880–920 Wait for RSI to cool below 70. Data center demand thesis intact but RSI 87 is extreme.
DLR $165–170 Wait for RSI to cool below 70. Data center REIT with AI infrastructure tailwind. RSI 83 = wait.

Action Matrix

Stock Signal Action Notes
AVGO 🟢 ✅ Strong Buy RSI 29, -4.2% below SMA, -17.5% 30D. Rare oversold signal for a $1.3T company. Custom AI ASIC monopoly.
MRVL 🟢 📈 Accumulate RSI 38, -21% 30D. Custom ASIC for hyperscalers. Oversold with solid thesis.
TSM 🟡 📈 Accumulate RSI 45, -8.4% 7D. TSMC selloff looks macro-driven, not fundamental. Key long-term position.
ASML 🟡 📈 Accumulate RSI 43, -9.1% 7D. EUV monopoly doesn't change on macro fear. Good entry building here.
ARM 🟡 🔍 Watch RSI 43, -13.4% 30D. Not yet oversold. Set alert at RSI <35 for entry.
ANET 🟢 🔒 Hold RSI 48, +7.8% 30D, above SMA. Datacenter networking leader — hold existing positions. Stale data.
FTNT 🟡 🔍 Watch RSI 41, at SMA. Cybersecurity/networking play. Not a pure AI name — monitor.
CSCO 🟡 🔍 Watch RSI 50, stale data. Datacenter networking with AI catalyst (Silicon One). Needs fresh data.
MU 🟡 🔒 Hold RSI 55, +66.8% 30D — but data is 2.5 weeks stale. Hold if owned; don't chase without fresh data.
GEV 🟠 ⚠️ Caution RSI 63, -4.2% 7D. +34% 30D run is fading. Don't add at current levels; wait for RSI <55.
CEG 🔴 ⚠️ Avoid RSI 79, +29.7% 30D, +11.4% above SMA. Nuclear AI power thesis is real but this is overbought. Wait for RSI <65.
DLR 🔴 ⚠️ Avoid RSI 83, stale data. Extreme overbought — even if data is 2.5 weeks old, this run is extended.
EQIX 🔴 ⚠️ Avoid RSI 87, stale data. Most overbought name in the scan. Don't chase data center REITs here.
AMAT ⚠️ ⏳ Waiting No data file. AMAT is a key semiconductor equipment play — need to add to data pipeline.

What Changed vs 2026-02-26

Stock Feb 26 RSI Mar 3 RSI Change Feb 26 Price Mar 3 Price Move
CEG 82 79 🟢 -3 pts $319.71 $324.96 +$5.25
EQIX 87 87 🟡 Flat $956 $956.19 ~flat (stale)
DLR 83 83 🟡 Flat $181 $180.97 ~flat (stale)
AVGO ~35 29 🟢 Entering buy zone ~$325 $313.75 -3.5%
MRVL 35 38 🟡 ~Flat ~$74 $77.51 +4.7%
GEV 77 63 🟢 Cooling ~$880 $842.52 -4.3%
TSM 71 45 🟢 -26 pts ~$385 $353.40 -8.2%
ARM 71 43 🟢 -28 pts ~$130 $121.72 -6.4%
ASML ~70 43 🟢 Cooled significantly ~$1,500 $1,360.77 -9.3%

Key shift: The "overbought" semiconductor names from 2/26 (ARM RSI 71, TSM RSI 71, ASML RSI ~70) have corrected sharply — ARM -28 RSI pts, TSM -26 RSI pts, ASML cooled significantly. These are now approaching entry zones. AVGO, not overbought before, has now been sold down to RSI 29 — a compelling new entry signal. Data center REITs (EQIX, DLR) are unchanged/stale, still extreme.

The Gold

Key Discoveries:

  • AVGO at RSI 29 is the most actionable signal in this scan — Broadcom's AI ASIC business (serving Google, Meta) makes it a tier-1 AI infrastructure company, and it's now at oversold territory rarely seen for a mega-cap
  • ARM and TSM losing 26-28 RSI points since 2/26 (when they were RSI 71) shows the semiconductor correction is real and rapid — these moves create legitimate entry zones
  • EQIX/DLR remain stationary (stale data) — the "extreme overbought" warning from 2/26 hasn't resolved in the data; could mean they held up OR data simply hasn't refreshed

Mistakes to Avoid:

  • Don't buy EQIX or DLR without fresh data — RSI 83-87 readings are 2.5 weeks old; these names could be anywhere
  • Don't ignore AVGO because it's "just -17.5% 30D" — for a $1.3T company, RSI 29 is a rare and meaningful signal
  • AMAT still has no data file — add to fetch pipeline before next scan

Open Questions:

  • Has EQIX/DLR corrected from their RSI 83-87 extremes since Feb 13, or are they holding those levels?
  • Is AVGO's RSI 29 the bottom, or is there macro-driven further downside in semiconductors?
  • MU at +66.8% 30D with stale data — has it given back any of those gains in the past 2.5 weeks?
10 events
DateTypeEvent
Mar 10 ScanAI Scan Mar 11 ScanAI Scan Mar 20 ScanAI Scan Mar 31 ScanAI Scan Feb 9 ScanAI Infrastructure Scan Mar 10 ScanAI Infrastructure Feb 2 ScanAI Universe (Expanded) Mar 12 ScanNVDA Ecosystem Scan Mar 3 ArticleDaily Actions Apr 28 ScanAI Scan

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