Market continues to sell off. CEG recovered to $308.17 (RSI 50, death cross). FTNT $84.07 (RSI 57). ANET $135.39 (RSI 51). CSCO $77.60 (RSI 47). DLR $179.85 (RSI 59). EQIX $976.28 (RSI 68). GEV $835.75 (RSI 55). VRT surging to $269.25 (RSI 68, golden cross).
Quick Snapshot
| Signal |
Reading |
| Overall |
🟡 MIXED — VRT BREAKING OUT — VRT $269.25 RSI 68, golden cross, +13.8% 30D is the standout. CEG recovered slightly from $300 lows to $308 but death cross still active. EQIX RSI 68 approaching overbought. DLR/ANET stable. FTNT holding above SMA. |
| Key insight |
VRT $269.25 RSI 68 golden cross is the new leader — data center power infrastructure surging. CEG $308.17 RSI 50, death cross — nuclear premium still deflating but stabilizing. ANET $135.39 RSI 51 golden cross, slight pullback from $139 but structurally sound. |
Action Matrix
| Action |
Stocks |
Why |
| 🔒 HOLD |
VRT |
$269.25, RSI 68, golden cross — data center power breakout |
| 📈 ACCUMULATE |
FTNT |
$84.07, RSI 57, above SMA20 — cybersecurity thesis intact |
| 📈 ACCUMULATE |
ANET |
$135.39, RSI 51, golden cross — networking solid |
| 🔒 HOLD |
DLR |
$179.85, RSI 59, golden cross — data center demand |
| 🔒 HOLD |
EQIX |
$976.28, RSI 68, golden cross — colocation leader |
| 🔒 HOLD |
GEV |
$835.75, RSI 55, golden cross — power infrastructure |
| 🔒 HOLD |
CSCO |
$77.60, RSI 47 — below SMA20, base forming |
| 🔍 WATCH |
CEG |
$308.17, RSI 50, death cross — nuclear premium still uncertain |
Data (Validated 2026-03-12)
| Stock |
Price |
7D |
30D |
52wkHi |
RSI |
SMA20 |
vs SMA |
Status |
Action |
| CEG |
$308.17 |
-7.5% |
+11.8% |
-25.3% |
50 |
$310.11 |
-0.6% |
🟡 Near SMA, death cross |
🔍 Watch |
| CSCO |
$77.60 |
-3.1% |
+3.5% |
-11.9% |
47 |
$78.24 |
-0.8% |
🟡 Below SMA |
🔒 Hold |
| ANET |
$135.39 |
+1.4% |
+0.2% |
-15.4% |
51 |
$134.66 |
+0.5% |
🟢 Golden cross, near SMA |
📈 Accumulate |
| GEV |
$835.75 |
+2.0% |
+2.4% |
-5.9% |
55 |
$838.96 |
-0.4% |
🟢 Golden cross, near SMA |
🔒 Hold |
| DLR |
$179.85 |
+0.6% |
-0.3% |
-2.1% |
59 |
$178.68 |
+0.7% |
🟢 Golden cross, above SMA |
🔒 Hold |
| FTNT |
$84.07 |
+0.0% |
-0.2% |
-23.1% |
57 |
$81.35 |
+3.3% |
🟢 Above SMA |
📈 Accumulate |
| EQIX |
$976.28 |
+2.3% |
+2.5% |
-3.7% |
68 |
$951.20 |
+2.6% |
🟠 Approaching overbought |
🔒 Hold |
| VRT |
$269.25 |
+5.4% |
+13.8% |
-5.6% |
68 |
$251.82 |
+6.9% |
🟢 Golden cross, breakout |
🔒 Hold |
Key Changes vs 03/11
| Stock |
03/11 Price |
03/12 Price |
Move |
Note |
| CEG |
$300.27 |
$308.17 |
+2.6% |
Partial recovery — RSI 50, death cross still active |
| ANET |
$139.62 |
$135.39 |
-3.0% |
Pullback — RSI 51, golden cross intact |
| GEV |
$839.20 |
$835.75 |
-0.4% |
Flat — golden cross, holding near SMA20 |
| DLR |
$180.86 |
$179.85 |
-0.6% |
Slight giveback — RSI 59, golden cross |
| EQIX |
$956.07 |
$976.28 |
+2.1% |
Pushing higher — RSI 68 approaching caution zone |
| FTNT |
$83.45 |
$84.07 |
+0.7% |
Slight gain — RSI 57, death cross concern |
| VRT |
(new) |
$269.25 |
NEW |
Added — golden cross, RSI 68, data center power leader |
Key Discoveries
| Discovery |
Implication |
| VRT $269.25, RSI 68, golden cross, +13.8% 30D |
Data center power infrastructure is the hottest infrastructure play right now |
| EQIX RSI 68 — approaching overbought territory |
Colocation is extended — hold but don't chase |
| CEG recovered from $300 to $308 but death cross active |
Nuclear stabilizing but not cleared |
Mistakes (Don't Repeat)
| Mistake |
Lesson |
| Missing VRT in prior versions of this file |
Always scan the full ai-infrastructure summary, not just the short list |
Open Questions
- VRT RSI 68 — extended or more upside in data center power?
- EQIX RSI 68 — take partial profits or let the winner run?
- CEG $308 with death cross — is nuclear premium done deflating?
- FTNT above SMA20 with death cross — which signal wins?