AI Infrastructure
Update
AI Infrastructure
CEG flat at $322.99 vs $324.90 prior. FTNT up slightly to $83.81. GEV still stale at $842.52 (03/03). DLR/EQIX/ANET/CSCO data still stale. No fresh RSI for most names.
Quick Snapshot
| Signal | Reading |
|---|---|
| Overall | 🟠 MIXED/EXTENDED — CEG held near 52wk high at $322.99. FTNT recovering to $83.81. GEV/DLR/EQIX/ANET/CSCO still stale — verify before acting. |
| Key insight | CEG $322.99 still near 52wk high $329.88 but momentum stalling. FTNT $83.81 above prior SMA $81.10 — recovery underway. DLR/EQIX still likely overbought (stale). |
Action Matrix
| Action | Stocks | Why |
|---|---|---|
| 📈 ACCUMULATE | FTNT | $83.81, recovering above SMA — cybersecurity thesis intact |
| 🔒 HOLD | ANET | RSI 48 (stale 02/13), healthy — verify current level |
| 🔒 HOLD | CSCO | RSI 50 (stale 02/13), base forming post-earnings |
| ⚠️ TRIM | CEG | Near 52wk high $329.88, still extended |
| ⚠️ TRIM | GEV | $842.52 (stale 03/03), still elevated |
| ⚠️ AVOID | DLR | RSI 83 (stale 02/13) — verify, likely still overbought |
| ⚠️ AVOID | EQIX | RSI 87 (stale 02/13) — verify, extreme overbought |
Data (Validated 2026-03-10)
| Stock | Price | 7D | 30D | 52wkHi | RSI | SMA20 | vs SMA | Status | Action |
|---|---|---|---|---|---|---|---|---|---|
| FTNT | $83.81 | +3.4% | +2.2% | $87.82 | — | — | — | 🟡 Recovering | 📈 Accumulate |
| ANET | $141.59 | — | — | $150.15 | 48 | $138.33 | +2.4% | 🟢 Healthy (stale 02/13) | 🔒 Hold |
| CSCO | $76.85 | — | — | $86.78 | 50 | $79.25 | -3.0% | 🟡 Post-earnings (stale 02/13) | 🔒 Hold |
| GEV | $842.52 | — | — | $881.18 | — | — | — | 🟠 Stale 03/03 | ⚠️ Trim |
| CEG | $322.99 | -0.6% | — | $329.88 | — | — | — | 🔴 Near 52wk high | ⚠️ Trim |
| DLR | $180.97 | — | — | $180.97 | 83 | $166.73 | +8.5% | 🔴 Overbought (stale 02/13) | ⚠️ Avoid |
| EQIX | $956.19 | — | — | $957.87 | 87 | $830.53 | +15.1% | 🔴 Extreme OB (stale 02/13) | ⚠️ Avoid |
Note: FTNT, CEG updated 03/09. ANET, CSCO, DLR, EQIX stale 02/13. GEV stale 03/03. RSI/SMA unavailable for most names.
Key Changes vs 03/03
| Stock | 03/03 Price | 03/10 Price | Move | Note |
|---|---|---|---|---|
| CEG | $324.90 | $322.99 | -0.6% | Flattening near 52wk high — momentum stalling |
| FTNT | $81.07 | $83.81 | +3.4% | Recovering above prior SMA — re-entry improving |
| GEV | $842.52 | $842.52 | ~flat | Stale data — no new feed since 03/03 |
| ANET | $141.59 | $141.59 | ~flat | Stale data |
| CSCO | $76.85 | $76.85 | ~flat | Stale data |
Key Discoveries
| Discovery | Implication |
|---|---|
| CEG stalling at $323 near 52wk high $330 | Nuclear premium may be topping — trim window still open |
| FTNT $81→$84, above prior SMA | Cybersecurity re-entry thesis strengthening |
Mistakes (Don't Repeat)
| Mistake | Lesson |
|---|---|
| Holding CEG without trim target at RSI 75+ | Set sell limit near 52wk highs, not after extended run |
Open Questions
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