AI Infrastructure

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AI Infrastructure

Scan symbols 28
ANETAPHCATCEGCLSDLREMEEQIXETNFCXFIXFSLRGLWLITEMLMMODNEEOKLOONPWRSCCOSMRTELTLNTTVMCVRTVST
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@ai-infrastructure
raw scan snapshot — prices as of scan date, not live 41 rows · screens, not recommendations superseded by2026-05-01-ai-infrastructureported fromresearch/classic/scans/_archive/2026-03-13-ai-infrastructure.mdscan slugai-infrastructuresource typescan-archive

Power infrastructure theme splitting: VRT surging +67% 3M (RSI 67.7, near overbought), LITE +95% 3M, FIX +43% 3M. But nuclear names faltering — CEG death cross, VST death cross, OKLO -30% 3M, SMR -34% 3M. Electrical infrastructure (PWR, EME, FIX) massively outperforming. Copper miners weakening short-term despite strong 3M gains.

Quick Snapshot

Signal Reading
Overall 🟡 MIXED — Electrical infrastructure (VRT, FIX, LITE, PWR) in strong-up trends with golden crosses. Nuclear (CEG, VST, OKLO, SMR) in death crosses, deeply correcting. Data center REITs (EQIX, DLR) holding near highs. Grid buildout winners separating from nuclear hype losers.
Leaders VRT (+67.0% 3M, RSI 67.7), LITE (+94.9% 3M), FIX (+42.9% 3M), PWR (+29.7% 3M), GLW (+48.3% 3M)
Laggards SMR (-34.0% 3M, RSI 37.4), OKLO (-30.3% 3M), TLN (-12.2% 3M, RSI 35.5), ON (-17.9% 30D, RSI 35.6)

Price Table — Data Center & Grid Infrastructure

Stock Price RSI SMA20 vs SMA 7D% 30D% Signal
VRT $269.25 67.7 $251.82 +6.9% +5.4% +13.8% 🟠 Near overbought, +65% vs SMA200
EQIX $976.28 67.6 $951.20 +2.6% +2.3% +2.5% 🟠 Near overbought, near highs
DLR $179.85 58.8 $178.68 +0.7% +0.6% -0.3% 🟢 Steady near highs
ANET $135.39 50.5 $134.66 +0.5% +1.4% +0.2% 🟡 Neutral, stable
LITE $632.32 52.8 $654.66 -3.4% +0.8% +8.4% 🟢 +95% 3M, consolidating
GLW $130.75 49.6 $139.42 -6.2% -6.5% -0.4% 🟡 +48% 3M, short-term pullback

Price Table — Electrical Infrastructure

Stock Price RSI SMA20 vs SMA 7D% 30D% Signal
PWR $568.20 62.8 $553.19 +2.7% +2.1% +10.1% 🟢 Near highs, strong-up
EME $712.29 42.1 $758.97 -6.2% -0.7% -9.0% 🟡 Pullback from highs
FIX $1,382.35 54.9 $1,387.66 -0.4% +2.7% +6.4% 🟢 +43% 3M, near highs
ETN $351.98 44.2 $367.79 -4.3% +0.3% -9.5% 🟡 Pullback, death cross
TT $423.04 40.9 $450.31 -6.1% -0.8% -7.9% 🟡 Short-term weakness
MOD $193.33 44.3 $215.29 -10.2% -1.7% -10.3% 🟡 Sharp pullback from highs
CAT $697.98 45.2 $738.85 -5.5% -1.6% -8.0% 🟡 Pullback, +108% 1Y

Price Table — Nuclear/Energy

Stock Price RSI SMA20 vs SMA 7D% 30D% Signal
CEG $301.77 46.3 $311.08 -3.0% -8.7% -0.3% 🟡 Death cross, -27% from high
VST $158.93 44.5 $167.40 -5.1% -4.0% -8.5% 🟡 Death cross, -28% from high
NEE $92.14 56.3 $92.26 -0.1% +1.0% +0.9% 🟢 Utility strong-up
TLN $312.73 35.5 $357.66 -12.6% -5.9% -15.0% 🔴 Selling off hard
OKLO $60.92 41.3 $64.17 -5.1% +1.0% -4.7% 🟡 -68% from high, death cross
SMR $12.10 37.4 $13.04 -7.2% +0.8% -13.5% 🔴 -79% from high, death cross
FSLR $197.68 38.4 $212.27 -6.9% +2.3% -10.3% 🟡 Solar weak, -30% from high

Price Table — Connectors & Copper

Stock Price RSI SMA20 vs SMA 7D% 30D% Signal
TEL $198.74 33.7 $221.63 -10.3% -5.1% -11.6% 🔴 Selling off
APH $130.51 39.8 $141.95 -8.1% -2.3% -9.2% 🟡 Approaching oversold
CLS $266.58 43.9 $277.04 -3.8% -1.3% -3.0% 🟡 Fading, -21% from high
VMC $265.03 27.6 $297.28 -10.8% -6.9% -17.5% 🔴 Aggregates crashing
MLM $591.33 29.7 $653.14 -9.5% -6.2% -10.3% 🔴 Materials oversold
FCX $59.22 41.9 $63.98 -7.4% -2.9% -4.6% 🟡 Copper pulling back
SCCO $182.15 41.7 $200.40 -9.1% -2.3% -7.9% 🟡 Copper weak short-term

Entry Zones

Stock Entry Zone Thesis
VRT Wait for $240-250 RSI 67.7, near overbought after +67% 3M. Don't chase. Wait for pullback.
EQIX $940-960 RSI 67.6, above SMA. Data center REIT near highs. Pullback entry only.
TEL $190-200 RSI 33.7, -11.6% 30D. Connector leader oversold.
APH $125-130 RSI 39.8, approaching oversold. Quality connector play.
VMC Research first RSI 27.6, -17.5% 30D. Construction materials capitulation.

Action Matrix

Action Stocks Why
⚠️ AVOID VRT, EQIX Near overbought RSIs. Don't chase.
🔒 HOLD FIX, PWR, LITE Strong-up trends, near highs. Let them run.
🔍 WATCH TEL, APH Connector leaders approaching oversold — wait for stabilization.
🔍 WATCH CEG, VST Death crosses but nuclear thesis long-term intact. Wait for base.
❌ DON'T BUY SMR, OKLO -79% and -68% from highs. Nuclear hype unwound.
🔍 RESEARCH VMC, MLM RSI 27-30, materials capitulation. Housing weakness driver?

What Changed

Bottom line: The AI infrastructure trade is splitting into clear winners (electrical grid: VRT, FIX, PWR) and losers (nuclear hype: SMR, OKLO). Data center REITs continue to outperform. Materials names (VMC, MLM) joining the selloff as construction weakness spreads.

The Gold

Key Discoveries:

  • VRT +67% 3M vs SMR -34% 3M — the market is pricing actual power delivery infrastructure over speculative nuclear
  • LITE +95% 3M — optical networking is the best-performing AI infra subsector
  • VMC/MLM (RSI 27-29) in capitulation — same housing weakness theme as XHB/ITB from market-pulse
  • FIX +893% 3Y alpha vs SPY — the most extreme alpha generator in the entire AI infra stack

Mistakes to Avoid:

  • Don't buy nuclear (SMR, OKLO) just because they're "cheap" — -79% and -68% from highs
  • Don't chase VRT at RSI 67.7 after +67% 3M

Open Questions:

  • Is CEG's death cross a buying opportunity or the start of a larger nuclear correction?
  • Will VMC/MLM capitulation stabilize with housing, or is there more downside?
10 events
DateTypeEvent
Mar 12 ScanAI Infrastructure Scan Mar 11 ScanAI Infrastructure Scan Mar 20 ScanAI Infrastructure Scan Mar 24 ScanAI Infrastructure Scan Mar 31 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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