AI Infrastructure Scan
Scan
AI Infrastructure Scan
raw scan snapshot — prices as of scan date, not live 90 rows · screens, not recommendations superseded by2026-05-01-ai-infrastructureported fromresearch/classic/scans/_archive/2026-03-11-ai-infrastructure.mdscan slugai-infrastructuresource typescan-archive
AI infrastructure is splitting into clear winners and losers. Power infrastructure (VRT +51.2% 3M, LITE +80.6% 3M, FIX +35.1% 3M, PWR +20.8% 3M) and data centers (EQIX +27.5% 3M, DLR +14.8% 3M) are on fire. Meanwhile nuclear plays are collapsing — SMR -79% from high, OKLO -68% from high, TLN -30% from high. Materials/connectors getting hit: TEL -10.9% 30D, VMC -14.8% 30D, MLM -8.1% 30D. The buildout trade is alive but increasingly selective.
Quick Snapshot
| Signal | Reading |
|---|---|
| Overall | 🟡 SELECTIVE — The AI infrastructure buildout is creating massive dispersion. Data centers (EQIX, DLR) and power infrastructure (VRT, LITE, FIX, PWR) are the clear winners with strong-up trends. Nuclear is imploding. Electrical/materials (TEL, VMC, MLM, ON) approaching oversold. Networking (ANET, GLW) holding up. |
| Leaders | LITE (+80.6% 3M, RSI 57), VRT (+51.2% 3M, RSI 68), FIX (+35.1% 3M, RSI 55), GLW (+42.2% 3M), SCCO (+34.6% 3M), FCX (+30.0% 3M) |
| Laggards | SMR (RSI 36, -22.7% 30D, -79% from high), VMC (RSI 30, -14.8% 30D), TLN (RSI 36, -10.9% 30D), TEL (RSI 35, -10.9% 30D), WOLF (-9.0% 7D) |
Price Table — Power Generation (Nuclear & Utilities)
| Stock | Price | RSI | SMA20 | SMA50 | SMA200 | vs SMA20 | vs SMA50 | Trend | 7D% | 30D% | Signal |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CEG | $300.27 | 45.2 | $308.50 | $307.85 | $328.81 | -2.7% | -2.5% | strong-down | -2.7% | +8.6% | 🟡 Death cross, bouncing 30D |
| VST | $158.88 | 44.2 | $167.62 | $163.38 | $181.68 | -5.2% | -2.8% | strong-down | +0.2% | -0.8% | 🟡 Death cross, -28% from high |
| TLN | $315.86 | 36.2 | $359.74 | $363.41 | $358.87 | -12.2% | -13.1% | down | -5.0% | -10.9% | 🟡 Approaching oversold, 12% below SMA20 |
| OKLO | $61.38 | 40.8 | $64.77 | $77.00 | $85.73 | -5.2% | -20.3% | strong-down | -5.9% | -7.3% | 🟡 Death cross, -68% from high |
| SMR | $12.03 | 35.6 | $13.44 | $16.26 | $30.35 | -10.5% | -26.0% | strong-down | -7.7% | -22.7% | 🔴 Nuclear collapse, -79% from high |
| NEE | $91.63 | 54.4 | $92.19 | $86.90 | $78.31 | -0.6% | +5.4% | strong-up | -1.6% | +1.0% | 🟢 Utility, above all SMAs |
| FSLR | $197.80 | 37.5 | $215.08 | $232.73 | $215.52 | -8.0% | -15.0% | down | -2.5% | -13.2% | 🟡 Solar approaching oversold |
Price Table — Power Infrastructure & Cooling
| Stock | Price | RSI | SMA20 | SMA50 | SMA200 | vs SMA20 | vs SMA50 | Trend | 7D% | 30D% | Signal |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VRT | $270.06 | 68.2 | $247.35 | $205.88 | $161.23 | +9.2% | +31.2% | strong-up | +12.4% | +8.7% | 🟠 Near overbought, +67.5% above SMA200 |
| TT | $433.67 | 46.0 | $454.12 | $422.11 | $421.23 | -4.5% | +2.7% | strong-up | -3.6% | -8.0% | 🟡 Pulling back from highs |
| MOD | $201.27 | 48.1 | $217.56 | $178.61 | $142.60 | -7.5% | +12.7% | strong-up | -7.2% | -8.3% | 🟡 Sharp pullback, still +41% above SMA200 |
| GNRC | $210.71 | 51.3 | $221.40 | $155.02 | $156.46 | -4.8% | +35.9% | up | -4.3% | -2.0% | 🟡 Above SMA50/200 by massive margin |
Price Table — Data Centers & Networking
| Stock | Price | RSI | SMA20 | SMA50 | SMA200 | vs SMA20 | vs SMA50 | Trend | 7D% | 30D% | Signal |
|---|---|---|---|---|---|---|---|---|---|---|---|
| EQIX | $956.07 | 63.5 | $939.46 | $851.30 | $804.51 | +1.8% | +12.3% | strong-up | -0.5% | +10.8% | 🟢 Near 52wk high, AI demand engine |
| DLR | $180.86 | 60.7 | $178.01 | $167.61 | $167.16 | +1.6% | +7.9% | strong-up | +0.1% | +3.6% | 🟢 Steady near highs |
| AMT | $186.12 | 51.3 | $187.55 | $180.52 | $192.17 | -0.8% | +3.1% | weak-up | -1.1% | +3.1% | 🟡 Neutral, death cross |
| ANET | $139.62 | 54.2 | $135.18 | $134.56 | $128.42 | +3.3% | +3.8% | strong-up | +5.6% | -0.7% | 🟢 Above all SMAs, networking leader |
| LITE | $672.00 | 57.2 | $646.21 | $491.86 | $248.41 | +4.0% | +36.6% | strong-up | -6.2% | +17.1% | 🟢 Optical networking, +170.5% above SMA200 |
| GLW | $136.22 | 53.1 | $139.32 | $114.14 | $81.48 | -2.2% | +19.3% | strong-up | -9.3% | +2.7% | 🟢 Fiber/glass, +67.2% above SMA200 |
| CLS | $269.20 | 44.2 | $280.10 | $294.88 | $245.43 | -3.9% | -8.7% | weak-down | +6.7% | -9.0% | 🟡 Below SMA20/50, pulling back |
| CRDO | $112.33 | 45.3 | $118.79 | $128.83 | $127.54 | -5.4% | -12.8% | down | +6.7% | -12.5% | 🟡 Below all SMAs, -47% from high |
Price Table — Electrical Infrastructure & Construction
| Stock | Price | RSI | SMA20 | SMA50 | SMA200 | vs SMA20 | vs SMA50 | Trend | 7D% | 30D% | Signal |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ETN | $361.06 | 48.6 | $372.06 | $352.09 | $354.19 | -3.0% | +2.5% | up | +0.9% | -8.8% | 🟡 Below SMA20, death cross |
| ON | $59.59 | 38.5 | $66.70 | $62.96 | $54.36 | -10.7% | -5.4% | weak-down | -5.7% | -16.3% | 🟡 Sharp selloff, approaching oversold |
| PWR | $564.05 | 61.2 | $548.12 | $493.72 | $426.13 | +2.9% | +14.2% | strong-up | +3.4% | +7.7% | 🟢 Construction leader, near 52wk high |
| EME | $723.38 | 44.7 | $766.73 | $717.88 | $630.95 | -5.7% | +0.8% | strong-up | -0.5% | -10.5% | 🟡 Pulling back below SMA20 |
| FIX | $1,383.62 | 55.4 | $1,378.52 | $1,205.72 | $858.72 | +0.4% | +14.8% | strong-up | +1.8% | +3.4% | 🟢 Near highs, +61.1% above SMA200 |
| CAT | $716.68 | 49.5 | $744.44 | $681.21 | $518.21 | -3.7% | +5.2% | strong-up | -0.6% | -7.5% | 🟡 Below SMA20, fading short-term |
| APH | $136.74 | 44.9 | $143.10 | $143.91 | $122.97 | -4.4% | -5.0% | weak-down | +6.0% | -5.1% | 🟡 Below SMA20/50 |
| TEL | $202.95 | 34.9 | $224.08 | $226.54 | $210.78 | -9.4% | -10.4% | down | +2.8% | -10.9% | 🟡 Approaching oversold, below all SMAs |
Price Table — Materials & Mining
| Stock | Price | RSI | SMA20 | SMA50 | SMA200 | vs SMA20 | vs SMA50 | Trend | 7D% | 30D% | Signal |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VMC | $272.00 | 30.3 | $303.15 | $302.25 | $287.89 | -10.3% | -10.0% | down | -7.3% | -14.8% | 🟢 Near oversold, potential entry |
| MLM | $607.54 | 33.2 | $662.10 | $654.82 | $610.73 | -8.2% | -7.2% | down | -4.9% | -8.1% | 🟡 Approaching oversold |
| FCX | $62.40 | 48.5 | $64.38 | $60.84 | $47.08 | -3.1% | +2.6% | strong-up | -0.9% | -4.7% | 🟡 Copper miner, +32.6% above SMA200 |
| SCCO | $196.16 | 49.4 | $201.97 | $186.30 | $129.30 | -2.9% | +5.3% | strong-up | -1.6% | -5.0% | 🟡 Copper, +51.7% above SMA200 |
| WOLF | $16.58 | 42.0 | $18.78 | $18.33 | N/A | -11.7% | -9.6% | neutral | -9.0% | -8.0% | 🟡 SiC, sharp selloff |
| ECL | $281.39 | 35.1 | $299.14 | $285.51 | $271.87 | -5.9% | -1.4% | weak-down | -5.7% | -7.3% | 🟡 Approaching oversold |
| XYL | $122.71 | 34.7 | $127.38 | $134.63 | $137.03 | -3.7% | -8.9% | strong-down | -1.3% | -2.9% | 🟡 Death cross, water infra weak |
| AWK | $132.84 | 50.8 | $132.90 | $130.13 | $134.77 | +0.0% | +2.1% | weak-up | +3.2% | +7.4% | 🟡 Water utility, neutral |
Tier Analysis
Approaching Oversold (RSI 25-35) — Watch for Entry
| Stock | RSI | 30D% | vs SMA20 | Note |
|---|---|---|---|---|
| VMC | 30.3 | -14.8% | -10.3% | Aggregates near capitulation — infrastructure demand thesis |
| MLM | 33.2 | -8.1% | -8.2% | Aggregates approaching oversold |
| TEL | 34.9 | -10.9% | -9.4% | Connectors selloff, below all SMAs |
| XYL | 34.7 | -2.9% | -3.7% | Water infrastructure, death cross |
| ECL | 35.1 | -7.3% | -5.9% | Specialty chemicals approaching oversold |
| SMR | 35.6 | -22.7% | -10.5% | Nuclear collapse — speculative only |
| TLN | 36.2 | -10.9% | -12.2% | Nuclear/power -30% from high |
| FSLR | 37.5 | -13.2% | -8.0% | Solar weakness |
| ON | 38.5 | -16.3% | -10.7% | Power semis sharp selloff |
Neutral (RSI 40-60) — Core Infrastructure
CEG (45.2), VST (44.2), OKLO (40.8), TT (46.0), MOD (48.1), GNRC (51.3), AMT (51.3), ANET (54.2), LITE (57.2), GLW (53.1), CLS (44.2), CRDO (45.3), ETN (48.6), PWR (61.2), EME (44.7), FIX (55.4), CAT (49.5), APH (44.9), FCX (48.5), SCCO (49.4), WOLF (42.0), AWK (50.8), NEE (54.4)
Strong/Overbought (RSI 60+)
| Stock | RSI | 7D% | 30D% | Note |
|---|---|---|---|---|
| VRT | 68.2 | +12.4% | +8.7% | Cooling/power — approaching overbought after +51% 3M |
| EQIX | 63.5 | -0.5% | +10.8% | Data center REIT near highs |
| PWR | 61.2 | +3.4% | +7.7% | Construction leader near highs |
| DLR | 60.7 | +0.1% | +3.6% | Data center steady |
Entry Zones
| Stock | Entry Zone | Thesis |
|---|---|---|
| VMC | $265-275 | RSI 30, -14.8% 30D. Infrastructure demand thesis intact if federal spending continues. Aggregates monopoly. |
| MLM | $590-610 | RSI 33, -8.1% 30D. Same infrastructure thesis as VMC. Less oversold but also compelling. |
| TEL | $195-205 | RSI 35, -10.9% 30D. Connector leader, 9% below SMA20. Data center buildout demand should support. |
| ON | $56-60 | RSI 39, -16.3% 30D. Power semis sharp selloff. If AI power demand thesis intact, this is a deep pullback. |
| TLN | $300-320 | RSI 36, -10.9% 30D, 12% below SMA20. Power generation pullback after big run. |
| CRDO | $105-115 | RSI 45, -12.5% 30D. Connectivity for AI — below all SMAs but bouncing +6.7% 7D. |
| CLS | $260-270 | RSI 44, -9.0% 30D. AI server infrastructure. Below SMA50 at $295. |
| CEG | $285-300 | RSI 45, death cross but +8.6% 30D. Nuclear/AI power thesis if you believe in the secular story. |
Action Matrix
| Stock | Signal | Action | Notes |
|---|---|---|---|
| VRT | 🟠 | ⚠️ Caution | RSI 68, +51.2% 3M. Don't chase — wait for pullback to $230-245. |
| EQIX | 🟢 | 🔒 Hold | RSI 64, +27.5% 3M. Data center demand = AI backbone. Near highs. |
| DLR | 🟢 | 🔒 Hold | RSI 61, +14.8% 3M. Data center REIT steady. |
| PWR | 🟢 | 🔒 Hold | RSI 61, +20.8% 3M. Construction/infrastructure leader near highs. |
| FIX | 🟢 | 🔒 Hold | RSI 55, +35.1% 3M. Electrical construction near highs. |
| LITE | 🟢 | 🔒 Hold | RSI 57, +80.6% 3M. Optical networking monster run. |
| ANET | 🟢 | 🔒 Hold | RSI 54, above all SMAs. Networking for AI data centers. |
| NEE | 🟢 | 🔒 Hold | RSI 54, strong-up trend. Utility benefiting from AI power demand. |
| GLW | 🟢 | 🔒 Hold | RSI 53, +42.2% 3M. Fiber/glass for AI buildout. -9.3% 7D pullback is healthy. |
| VMC | 🟢 | 📈 Accumulate | RSI 30, -14.8% 30D. Aggregates near oversold — infrastructure thesis entry. |
| MLM | 🟡 | 🔍 Watch | RSI 33, -8.1% 30D. Approaching oversold. Same thesis as VMC. |
| TEL | 🟡 | 🔍 Watch | RSI 35, -10.9% 30D. Connectors approaching oversold. Below all SMAs. |
| ON | 🟡 | 🔍 Watch | RSI 39, -16.3% 30D. Power semis sharp pullback. |
| TLN | 🟡 | 🔍 Watch | RSI 36, -10.9% 30D. Nuclear pullback — 12% below SMA20. |
| CEG | 🟡 | 🔍 Watch | RSI 45, death cross. Nuclear thesis under pressure. |
| VST | 🟡 | 🔍 Watch | RSI 44, death cross, -28% from high. IPP thesis weakening. |
| CRDO | 🟡 | 🔍 Watch | RSI 45, -47% from high. Connectivity thesis needs validation. |
| CLS | 🟡 | 🔍 Watch | RSI 44, -9.0% 30D. AI server infra — below SMA50. |
| EME | 🟡 | 🔍 Watch | RSI 45, -10.5% 30D. Construction pullback. |
| CAT | 🟡 | 🔍 Watch | RSI 50, -7.5% 30D. Below SMA20 but strong-up trend. |
| OKLO | 🟡 | ⚠️ Caution | RSI 41, -68% from high. Pre-revenue nuclear — speculative only. |
| SMR | 🔴 | ❌ Don't Buy | RSI 36, -22.7% 30D, -79% from high. Nuclear hype completely unwound. |
| WOLF | 🟡 | 🔍 Watch | RSI 42, -9.0% 7D. SiC pullback — no SMA200 data. |
| XYL | 🟡 | 🔍 Watch | RSI 35, death cross. Water infra weak. |
What Changed vs Previous
This is a new scan format for AI Infrastructure. Key observations vs the broader market:
- Nuclear is the big loser: CEG, VST, TLN, OKLO, SMR all have death crosses or are in down trends. The nuclear hype cycle has peaked and reversed. SMR -79% from high is the poster child.
- Power infrastructure diverges from power generation: VRT (+51.2% 3M), FIX (+35.1% 3M), PWR (+20.8% 3M) are thriving because they build the infrastructure regardless of generation source. Nuclear stock pain doesn't hurt them.
- Data center REITs are the steadiest AI plays: EQIX and DLR in strong-up trends, near 52wk highs, with RSIs 60-64. Predictable cash flows from AI demand.
- Materials selloff is opportunity-shaped: VMC (RSI 30) and MLM (RSI 33) are approaching oversold territory. If infrastructure spending holds, these are contrarian entries.
- LITE is the stealth winner: +80.6% 3M, +170.5% above SMA200. Optical networking for AI data centers is a monster secular trend.
The Gold
Key Discoveries
| Discovery | Implication |
|---|---|
| VRT +51.2% 3M, FIX +35.1%, PWR +20.8% | Power infrastructure buildout is the strongest theme regardless of generation source |
| LITE +80.6% 3M, +170.5% above SMA200 | Optical networking is the highest-momentum AI infrastructure play |
| VMC RSI 30, MLM RSI 33 | Aggregates/materials oversold — infrastructure demand creates contrarian entry opportunity |
| SMR -79%, OKLO -68%, TLN -30% from highs | Nuclear hype cycle has decisively peaked — generation != infrastructure |
Mistakes (Don't Repeat)
| Mistake | Lesson |
|---|---|
| Chasing VRT at RSI 68 | +51% in 3M, extremely extended. Wait for pullback. |
| Treating nuclear selloff as a buying opportunity | Death crosses across CEG, VST, OKLO, SMR — respect structural trend change |
| Conflating power generation with power infrastructure | VRT, FIX, PWR thrive regardless of nuclear vs solar vs gas |
Open Questions
- Can VMC and MLM hold above their SMA200 levels, or will macro weakness drag them lower?
- Is ON's -16.3% 30D selloff power-semi-specific or AI infrastructure demand weakening?
- Will LITE's +80.6% 3M run mean-revert, or is optical networking demand truly structural?
- Are the nuclear death crosses (CEG, VST) a cyclical correction or permanent re-rating?
Related
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Mar 12 ScanAI Infrastructure Scan Mar 20 ScanAI Infrastructure Scan Mar 31 ScanAI Infrastructure Scan Mar 13 ScanAI Infrastructure Mar 24 ScanAI Infrastructure Scan Apr 13 ScanAI Infrastructure Scan Feb 5 ScanAI Infrastructure & Sector Rotation Feb 3 ScanAI Infrastructure & Sector Rotation Apr 26 ScanAI Infrastructure Scan Apr 28 ScanAI Infrastructure Scan No direct external sources are attached to this read.