AI Infrastructure

Update

AI Infrastructure

Fresh data across the board. CEG pulled back sharply to $300.27 (RSI 45). FTNT $83.45 (RSI 56). ANET $139.62 (RSI 54). CSCO $77.70 (RSI 47). DLR $180.86 (RSI 61). EQIX $956.07 (RSI 64). GEV $839.20 (RSI 57).


Quick Snapshot

Signal Reading
Overall 🟡 PULLBACK ACROSS THE BOARDCEG sharply down to $300.27 (-27.2% from 52wk high). ANET/CSCO fresh data confirms mid-range RSI. DLR/EQIX still elevated but not extreme. GEV holding near SMA20.
Key insight CEG $300.27 pulled back significantly from $322.99 — now RSI 45, death cross active, -27.2% from 52wk high. FTNT $83.45 above SMA20 $81.54 — recovery intact. DLR/EQIX no longer overbought extremes (RSI 61/64).

Action Matrix

Action Stocks Why
📈 ACCUMULATE FTNT $83.45, RSI 56, above SMA20 — cybersecurity thesis intact
📈 ACCUMULATE ANET $139.62, RSI 54, above SMA20 — networking strong
🔒 HOLD CSCO $77.70, RSI 47, near SMA50 — base forming
🔒 HOLD GEV $839.20, RSI 57, near SMA20 — power infrastructure thesis intact
🔒 HOLD DLR $180.86, RSI 61, above SMA20 — data center demand
🔒 HOLD EQIX $956.07, RSI 64, above SMA20 — colocation leader
🔍 WATCH CEG $300.27, RSI 45 — pulled back from highs, death cross active

Data (Validated 2026-03-11)

Stock Price 7D 30D 52wkHi RSI SMA20 vs SMA Status Action
CEG $300.27 -2.7% +8.6% 45 $308.50 -2.7% 🟡 Pullback, death cross 🔍 Watch
FTNT $83.45 +3.4% -5.0% 56 $81.54 +2.3% 🟢 Above SMA 📈 Accumulate
ANET $139.62 +5.6% -0.7% 54 $135.18 +3.3% 🟢 Above SMA 📈 Accumulate
CSCO $77.70 -2.6% -9.2% 47 $79.04 -1.7% 🟡 Below SMA 🔒 Hold
GEV $839.20 +2.0% +1.9% 57 $835.51 +0.4% 🟢 Above SMA 🔒 Hold
DLR $180.86 +0.1% +3.6% 61 $178.01 +1.6% 🟢 Above SMA 🔒 Hold
EQIX $956.07 -0.5% +10.8% 64 $939.46 +1.8% 🟢 Above SMA 🔒 Hold

Key Changes vs 03/10

Stock 03/10 Price 03/11 Price Move Note
CEG $322.99 $300.27 -7.0% Sharp pullback — RSI 45, no longer near 52wk high
FTNT $83.81 $83.45 -0.4% Flat — RSI 56 confirms recovery intact
ANET $141.59 (stale) $139.62 Fresh data: RSI 54, above SMA20 — healthy
CSCO $76.85 (stale) $77.70 Fresh data: RSI 47, near SMA50
GEV $842.52 (stale) $839.20 Fresh data: RSI 57, near SMA20 — stable
DLR $180.97 (stale) $180.86 Fresh data: RSI 61, NOT overbought extreme
EQIX $956.19 (stale) $956.07 Fresh data: RSI 64, NOT 87 as previously feared

Key Discoveries

Discovery Implication
CEG dropped from $323 to $300 — RSI 45, death cross active Nuclear premium deflating — no longer near 52wk highs
DLR RSI 61, EQIX RSI 64 — NOT extreme overbought Prior stale RSI 83/87 was misleading — both actually healthy
ANET RSI 54, CSCO RSI 47 — fresh data confirms mid-range Both networking names in healthy territory

Mistakes (Don't Repeat)

Mistake Lesson
Using stale RSI 83/87 for DLR/EQIX for weeks Fresh data shows RSI 61/64 — stale data creates phantom signals

Open Questions

  • CEG $300 — is nuclear selloff done or more downside ahead?
  • FTNT vs CSCO — which networking/security name has better entry?
  • GEV $839 near SMA20 — power infrastructure thesis still intact?
10 events

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