AI Infrastructure Scan

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AI Infrastructure Scan

Scan symbols 35
AMTANETAPHAWKCATCEGCLSCRDODLRECLEMEEQIXETNFCXFIXFSLRGLWGNRCLITEMLMMODNEEOKLOONPWRSCCOSMRTELTLNTTVMCVRTVSTWOLFEXYL
Watchlists 1
@ai-infrastructure
raw scan snapshot — prices as of scan date, not live 68 rows · screens, not recommendations superseded by2026-05-01-ai-infrastructureported fromresearch/classic/scans/_archive/2026-03-12-ai-infrastructure.mdscan slugai-infrastructuresource typescan-archive

AI infrastructure is the strongest sector in the market right now: LITE +94.9% 3M, FIX +42.9% 3M, BE +72.2% 3M, VRT +67.0% 3M — physical build-out of data centers, power, and cooling is in a parabolic move. Meanwhile the nuclear power speculative plays (SMR -34%, OKLO -30%, TLN -15% 30D) are cracking, and legacy infra (ETN, TEL) is pulling back. The key split: critical path infrastructure (power delivery, fiber, data centers) is winning; speculative nuclear is losing.

Quick Snapshot

Signal Reading
Overall 🟢 INFRA BULL — SELECTIVE — Data center, power delivery, and fiber infrastructure in strong uptrends. Nuclear speculation unwinding. Broad pullback in non-critical-path names creates entry opportunities.
Leaders LITE (+94.9% 3M), FIX (+42.9% 3M), VRT (+67.0% 3M), BE (+72.2% 3M), PWR (+29.7% 3M), MOD (+38.2% 3M)
Laggards SMR (-34.0% 3M, -78.9% from 52wk high), OKLO (-30.3% 3M, -68.6% from high), TLN (-15.0% 30D), WOLF (-54.4% from high)

Price Table

Stock Price 7D% 30D% 3M% RSI vs SMA20 Trend Signal
CEG $308.17 -7.5% +11.8% -12.3% 49.7 -0.6% weak-up 🟡 Nuclear leader consolidating
VST $161.93 -4.1% -0.7% -4.7% 47.4 -3.5% strong-down 🟡 Death cross, pulling back
TLN $312.73 -5.9% -15.0% -12.2% 35.5 -12.6% down 🟡 Nuclear power unwinding
OKLO $60.92 +1.0% -4.7% -30.3% 41.3 -5.1% strong-down 🔴 Death cross, speculative
SMR $12.10 +0.8% -13.5% -34.0% 37.4 -7.2% strong-down 🔴 Death cross, -78.9% from high
NEE $92.14 +1.1% +0.9% +13.6% 56.3 -0.1% strong-up 🟠 Utility outperformer
FSLR $197.68 +2.3% -10.3% -22.4% 38.4 -6.9% down 🟡 Solar pulling back
VRT $269.25 +5.4% +13.8% +67.0% 67.7 +6.9% strong-up 🟠 Cooling/power for AI — ripping
TT $423.04 -0.8% -7.9% +8.4% 40.9 -6.1% weak-down 🟡 Trane pulling back
MOD $193.33 -1.7% -10.3% +38.2% 44.3 -10.2% strong-up 🟡 Modine cooling — strong-up but pullback
ETN $351.98 +0.3% -9.5% +6.4% 44.2 -4.3% strong-down 🟡 Eaton death cross
ON $57.99 -4.3% -17.9% +5.5% 35.6 -11.6% weak-down 🟡 Power semis oversold
WOLF $17.92 -7.5% +12.0% -3.5% 47.7 -5.1% neutral 🟡 SiC speculative, neutral
PWR $568.20 +2.1% +10.1% +29.7% 62.8 +2.7% strong-up 🟠 Power grid work — breaking out
EME $712.29 -0.7% -9.0% +14.3% 42.1 -6.2% weak-down 🟡 EMCOR pulling back
FIX $1,382.35 +2.7% +6.4% +42.9% 54.9 -0.4% strong-up 🟠 Comfort Systems — parabolic
CAT $697.98 -1.6% -8.0% +17.0% 45.2 -5.5% strong-up 🟡 Caterpillar pullback in uptrend
VMC $265.03 -6.9% -17.5% -10.3% 27.6 -10.8% down 🟢 Vulcan Materials deeply oversold
MLM $591.33 -6.2% -10.3% -5.8% 29.7 -9.5% down 🟢 Martin Marietta oversold
CRDO $111.41 +2.1% -8.5% -22.6% 45.2 -4.8% strong-down 🟡 Credo death cross
GLW $130.75 -6.5% -0.4% +48.3% 49.6 -6.2% strong-up 🟠 Corning fiber optics — parabolic 3M
ANET $135.39 +1.4% +0.2% +8.5% 50.5 +0.5% strong-up 🟠 Arista Networks steady
LITE $632.32 +0.8% +8.4% +94.9% 52.8 -3.4% strong-up 🟠 Lumentum — parabolic optical
CLS $266.58 -1.3% -3.0% -13.0% 43.9 -3.8% weak-down 🟡 Celestica pullback
TEL $198.74 -5.1% -11.6% -13.4% 33.7 -10.3% down 🟡 TE Connectivity oversold
APH $130.51 -2.3% -9.2% +1.2% 39.8 -8.1% weak-down 🟡 Amphenol pulling back
EQIX $976.28 +2.3% +2.5% +30.8% 67.6 +2.6% strong-up 🟠 Data center REIT leading
DLR $179.85 +0.6% -0.3% +18.0% 58.8 +0.7% strong-up 🟠 Digital Realty steady
AMT $181.43 -2.2% -3.6% +1.4% 44.7 -3.4% weak-up 🟡 Cell towers weak
FCX $59.22 -2.9% -4.6% +25.3% 41.9 -7.4% weak-down 🟡 Freeport copper pulling back
SCCO $182.15 -2.3% -7.9% +29.6% 41.7 -9.1% weak-down 🟡 Southern Copper pullback
GNRC $206.43 -3.3% -4.3% +28.4% 48.1 -7.2% strong-up 🟡 Generac — backup power thesis
AWK $139.51 -0.4% +8.7% +6.8% 62.8 +4.0% up 🟠 Water infrastructure steady
XYL $120.74 -4.2% -3.9% -11.6% 31.9 -4.8% strong-down 🟡 Xylem death cross
ECL $277.20 -5.0% -7.8% +5.5% 31.7 -6.6% weak-down 🟡 Ecolab approaching oversold

Tier Analysis

Oversold (RSI 25-35)

  • VMC (RSI 27.6) — -17.5% 30D, deeply oversold aggregates/materials. Contrarian entry if infrastructure capex thesis intact.
  • MLM (RSI 29.7) — -10.3% 30D, similarly oversold. Martin Marietta is critical for road/infrastructure work.
  • TEL (RSI 33.7) — TE Connectivity -13.4% 3M, connectors oversold
  • ECL (RSI 31.7) — Ecolab -7.8% 30D, approaching oversold
  • XYL (RSI 31.9) — Xylem -11.6% 3M, death cross

Approaching Oversold (RSI 35-42)

  • ON (RSI 35.6) — Power semis -17.9% 30D
  • TLN (RSI 35.5) — Nuclear power consolidating
  • SMR (RSI 37.4) — Speculative nuclear, death cross
  • FSLR (RSI 38.4) — Solar under pressure

Neutral (RSI 42-55)

  • CEG (RSI 49.7), VST (RSI 47.4) — Larger nuclear names consolidating
  • ANET (RSI 50.5), GLW (RSI 49.6) — Data networking steady
  • MOD (RSI 44.3), CAT (RSI 45.2) — Industrial pullback

Leading (RSI 55+)

  • VRT (RSI 67.7) — Vertiv cooling, parabolic move
  • EQIX (RSI 67.6) — Data center REIT near 52wk high
  • PWR (RSI 62.8), AWK (RSI 62.8) — Power grid and water outperforming
  • FIX (RSI 54.9), DLR (RSI 58.8) — Mechanical/data center strong
  • NEE (RSI 56.3), LITE (RSI 52.8)

Entry Zones

Stock Entry Zone Thesis
VMC $258-270 RSI 27.6, deeply oversold. Aggregates/materials critical for data center construction. If infrastructure capex continues, this is the input.
MLM $580-600 RSI 29.7, -17.5% 30D. Same thesis as VMC — construction materials for AI infrastructure buildout.
VRT $255-270 RSI 67.7, strong-up. Cooling infrastructure for hyperscale data centers — buy dips not tops.
EQIX $950-980 RSI 67.6, near highs. Data center REIT, direct AI beneficiary. +30.8% 3M — buy pullbacks.
ANET $130-138 RSI 50.5, strong-up. Networking for AI training clusters. Steady accumulation target.
ON $55-62 RSI 35.6, -17.9% 30D. Power semiconductor oversold. AI data centers need efficient power.
GLW $125-135 RSI 49.6, strong-up (+48.3% 3M), pullback from $139. Fiber optic demand for AI interconnects.

Action Matrix

Stock Signal Action Notes
VRT 🟠 🔒 Hold +67% 3M, RSI 67.7, strong-up. Cooling is critical AI infra — don't sell the trend.
EQIX 🟠 🔒 Hold RSI 67.6, +30.8% 3M, near 52wk highs. Data center REIT with direct AI exposure.
LITE 🟠 🔒 Hold +94.9% 3M — optical connectivity parabolic. Hold with tight stop.
FIX 🟠 🔒 Hold +42.9% 3M, RSI 55, strong-up. Mechanical/electrical for data center. Hold.
PWR 🟠 🔒 Hold +29.7% 3M, RSI 63, strong-up. Power grid infrastructure is a multi-year story.
NEE 🟠 🔍 Watch RSI 56, +13.6% 3M. Utility clean energy backbone. Research on pullbacks.
ANET 🟠 📈 Accumulate RSI 50.5, strong-up, steady. Networking for AI — steady DCA target.
DLR 🟠 📈 Accumulate RSI 58.8, +18% 3M. Data center REIT with longer growth runway than EQIX.
VMC 🟢 ✅ Strong Buy RSI 27.6, -17.5% 30D. Oversold infrastructure materials. Contrarian entry.
MLM 🟢 📈 Accumulate RSI 29.7, -10.3% 30D. Oversold infrastructure materials alongside VMC.
ON 🟡 📈 Accumulate RSI 35.6, -17.9% 30D. Power semis oversold — AI data centers need efficient power chips.
GLW 🟡 🔍 Watch RSI 49.6, strong-up but -6.5% this week. Fiber optic demand thesis intact. Watch for entry.
CEG 🟡 🔍 Watch RSI 49.7, -7.5% 7D. Nuclear consolidation. The fundamental thesis is intact — AI power demand.
CAT 🟡 🔍 Watch RSI 45, -8% 30D pullback in strong-up trend. Construction machinery demand tied to infrastructure.
SMR 🔴 ❌ Don't Buy RSI 37, death cross, -78.9% from 52wk high. Speculative nuclear — avoid.
OKLO 🔴 ❌ Don't Buy RSI 41, death cross, -68.6% from high. Pre-revenue speculative — avoid.
TLN 🔴 ❌ Don't Buy RSI 35, -15% 30D, -30.7% from high. Nuclear power play breaking down.

What Changed vs Prior Scan

Key new observations for 2026-03-12:

  • VRT ($269.25, +5.4% 7D, +67% 3M) is one of the strongest names in the entire market — cooling for hyperscale AI data centers is a structural trade
  • LITE ($632.32, +94.9% 3M) and FIX ($1,382.35, +42.9% 3M) are in parabolic moves — do not chase, hold if owned
  • VMC and MLM both deeply oversold (RSI 27-30) after infrastructure trade rotation — interesting contrarian entry
  • SMR -78.9% from 52wk high confirms the "AI power = speculative nuclear" trade is over for now
  • ON Semiconductor -17.9% 30D is the most interesting oversold name — power efficiency chips are needed for AI data centers

The Gold

Key Discoveries

Discovery Implication
LITE +94.9% 3M, FIX +42.9% 3M, VRT +67% 3M Physical AI infra (fiber, power, cooling) is outperforming everything
VMC RSI 27.6, MLM RSI 29.7 after infra rotation Construction materials are the input to the thesis — oversold creates entry
SMR -78.9% from high, OKLO -68.6% from high Speculative nuclear completely wrecked — the "AI needs nuclear" trade is priced out
EQIX +30.8% 3M at 52wk highs Data center REITs are the steady compounder version of the AI infra trade

Mistakes (Don't Repeat)

Mistake Lesson
Chasing speculative nuclear plays SMR/OKLO were already priced for perfection when AI power narrative peaked
Ignoring construction materials (VMC/MLM) The pick-and-shovel play for infrastructure includes aggregates/materials

Open Questions

  • Is VRT at +67% 3M getting stretched, or does data center cooling have years of runway?
  • Will ON Semiconductor's -17.9% 30D oversold reading revert, or is there a demand story changing?
  • Are VMC/MLM oversold because infrastructure capex is slowing, or just sector rotation?
10 events
DateTypeEvent
Mar 11 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

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