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raw scan snapshot — prices as of scan date, not live 57 rows · screens, not recommendations superseded by2026-05-01-ai-infrastructureported fromresearch/classic/scans/_archive/2026-03-20-ai-infrastructure.mdscan slugai-infrastructuresource typescan-archive

AI infrastructure stocks split sharply: data centers (EQIX, DLR) and electrical contractors (PWR, FIX, EME) holding up in strong-up trend while nuclear power names (CEG, VST, TLN, OKLO, SMR) are in freefall with death crosses, and copper/materials (SCCO, FCX, COPX) capitulating on global demand fears. LITE surging +23.6% 7D is the standout. ECL RSI 18.1 — extreme capitulation.

Quick Snapshot

Signal Reading
Overall 🟡 MIXED — Data centers holding, power infrastructure selling off hard. EQIX/DLR/VRT/PWR in strong-up trend while nuclear names (CEG/VST/TLN/OKLO/SMR) all hit with death crosses and -13% to -19% 30D losses. Copper names in freefall.
Leaders LITE (+23.6% 7D, +4.1% 30D), VRT (+6.1% 30D), EQIX (+5.1% 30D), PWR (+0.5% 30D), FIX (-7.2% 30D but bouncing)
Laggards ECL (RSI 18.1, -16% 30D), SCCO (-24.4% 30D, RSI 30.6), FCX (-19.4% 30D), MLM (-17.8% 30D, RSI 24.3), CRDO (-17.8% 30D)

Price Table — AI Power & Energy

Stock Price RSI vs SMA20 7D% 30D% Signal
CEG $287.49 39.7 -8.5% +3.8% -2.4% 🔴 Strong-down death cross
VST $148.19 37.5 -10.2% +2.6% -13.5% 🔴 Strong-down death cross
TLN $310.70 38.2 -9.0% +7.0% -18.7% 🔴 Strong-down death cross
OKLO $53.10 34.6 -13.6% -9.6% -16.8% 🔴 Strong-down death cross
SMR $11.21 35.3 -9.3% -0.3% -16.6% 🔴 Strong-down death cross
NEE $90.72 48.3 -1.8% -1.1% -0.9% 🟢 Strong-up golden cross
FSLR $191.38 35.4 -5.4% -0.0% -20.9% 🟡 Down

Price Table — Electrical Infrastructure / Contractors

Stock Price RSI vs SMA20 7D% 30D% Signal
VRT $258.48 56.2 0.0% +2.0% +6.1% 🟢 Strong-up golden cross
TT $407.83 34.4 -6.8% +1.2% -12.5% 🟡 Down
MOD $194.09 45.6 -6.9% +4.8% -14.3% 🟢 Strong-up
ETN $355.57 46.9 -1.4% +3.1% -4.5% 🟡 Weak-down
PWR $555.42 52.6 -1.5% +1.3% +0.5% 🟢 Strong-up golden cross
EME $724.53 46.8 -1.9% +4.9% -10.9% 🟡 Weak-down
FIX $1,356.25 49.9 -3.3% +4.0% -7.2% 🟢 Strong-up golden cross
CAT $672.43 38.9 -6.4% -0.8% -11.5% 🟡 Weak-down
GNRC $196.68 42.4 -8.4% -1.3% -14.2% 🟢 Strong-up golden cross

Price Table — Data Centers & Networking

Stock Price RSI vs SMA20 7D% 30D% Signal
EQIX $970.41 62.2 +0.8% -0.3% +5.1% 🟢 Strong-up golden cross
DLR $174.71 47.4 -1.9% -0.9% +0.1% 🟢 Strong-up golden cross
AMT $177.03 40.8 -4.8% -0.5% -5.5% 🔴 Strong-down death cross
ANET $130.31 45.1 -2.3% +0.9% -1.9% 🟡 Weak-down
CLS $267.75 45.6 -2.0% +6.2% -8.5% 🟡 Weak-down
CRDO $101.93 41.1 -8.9% -8.8% -17.8% 🔴 Strong-down death cross
GLW $125.49 45.6 -9.4% +1.6% -9.9% 🟢 Strong-up golden cross
LITE $695.10 56.0 +3.0% +23.6% +4.1% 🟢 Strong-up golden cross
TEL $194.26 34.5 -8.2% -1.2% -17.2% 🟡 Down
APH $125.61 38.0 -8.3% -3.9% -16.8% 🟡 Weak-down

Price Table — Semiconductors (Power & Connectivity)

Stock Price RSI vs SMA20 7D% 30D% Signal
ON $58.83 40.3 -5.7% +1.9% -14.9% 🟡 Weak-down
WOLF $16.07 42.5 -13.0% -5.3% -13.9% 🟡 Neutral
FCX $51.88 31.4 -16.2% -6.3% -19.4% 🟡 Weak-down

Price Table — Materials & Commodities (Infrastructure)

Stock Price RSI vs SMA20 7D% 30D% Signal
VMC $259.00 28.1 -8.5% -3.9% -15.0% 🟡 Down
MLM $563.00 24.3 -9.8% -4.0% -17.8% 🟡 Down
SCCO $152.06 30.6 -20.8% -9.8% -24.4% 🟡 Weak-down
ECL $254.95 18.1 -10.6% -6.5% -16.0% 🔴 Extreme capitulation

Price Table — Water & Utilities

Stock Price RSI vs SMA20 7D% 30D% Signal
AWK $136.18 53.7 +0.1% -1.4% +5.3% 🟡 Up, death cross
XYL $119.84 34.6 -3.8% +1.2% -6.6% 🔴 Strong-down death cross

Tier Analysis

Leaders / Strong RSI (RSI > 50)

  • LITE RSI 56, +23.6% 7D, +3% above SMA20 — optical networking surge, strong-up golden cross
  • VRT RSI 56.2, at SMA20, +6.1% 30D — Vertiv data center cooling holding strong
  • EQIX RSI 62.2, above SMA20, strong-up — data center REIT outperforming
  • PWR RSI 52.6, strong-up — electrical infrastructure still in demand
  • AWK RSI 53.7, up trend — water utility defensive hold

Neutral / Consolidating (RSI 40–50)

Oversold (RSI 25–40)

  • CEG (39.7), VST (37.5), TLN (38.2), OKLO (34.6), SMR (35.3) — Nuclear power in pain
  • FSLR (35.4), TEL (34.5), APH (38.0), TT (34.4) — Infrastructure supply chain weak
  • CRDO (41.1), FCX (31.4), SCCO (30.6), VMC (28.1) — Commodity/connectivity hit hard

Capitulation (RSI < 25)

  • ECL RSI 18.1 — Ecolab extreme capitulation, -16% 30D. Worth watching.
  • MLM RSI 24.3 — Construction aggregates in freefall

Entry Zones

Stock Entry Zone Thesis
VRT $250–260 Data center cooling leader, at SMA20, strong-up trend intact
EQIX $940–970 Data center REIT strong-up RSI 62; slight pullback to SMA20 is entry
PWR / FIX Current–5% lower Electrical grid upgrade contractors, bouncing off pullback
CEG $270–290 Nuclear thesis long-term intact; death cross but RSI 39.7, near entry zone
ECL $245–260 RSI 18.1 extreme capitulation — water treatment, industrial cleaning; contrarian
LITE Watch $650–680 +23.6% 7D extended — wait for pullback before entry
SCCO / FCX Watch only Copper -24% 30D, global demand weak — wait for commodity cycle inflection

Action Matrix

Action Stocks Why
🔒 HOLD EQIX, VRT, DLR, PWR Core data center + electrical infra in strong-up trend
📈 ACCUMULATE FIX, EME, MOD Grid contractors pulling back; AI capex cycle intact
🔍 WATCH CEG, VST, TLN Nuclear names oversold; wait for death-cross resolution
🔍 WATCH ECL RSI 18.1 extreme — contrarian entry candidate once selling stabilizes
🔍 WATCH LITE +23.6% 7D surge needs confirmation; don't chase
⚠️ AVOID CRDO, TEL, APH Connectivity components -17% to -18% 30D, death crosses
❌ DON'T BUY SCCO, FCX Copper demand signal worsening, -19% to -24% 30D
❌ DON'T BUY OKLO, SMR Small nuclear pre-revenue names with death crosses — no floor visible
🚨 EXIT / REVIEW MLM, VMC Construction aggregates capitulating RSI 24–28; reassess infrastructure thesis

What Changed (vs 2026-03-13)

  • LITE emerged as standout — +23.6% 7D. Optical networking benefiting from data center interconnect demand surge. Not in prior scan analysis.
  • Nuclear names all crossed death — CEG, VST, TLN, OKLO, SMR all now on death cross with -13% to -19% 30D losses. AI power thesis hit a wall.
  • VRT held strong — Unlike nuclear/power names, Vertiv data center cooling is at SMA20 with RSI 56. Market differentiating between data center infrastructure vs power generation.
  • EQIX strong despite rate pressure — RSI 62.2 with +5.1% 30D while bonds selling off. Data center demand overriding rate concerns.
  • Copper supply chain collapse — SCCO -24.4% 30D, FCX -19.4% 30D. If this is a demand signal, AI infrastructure buildout may be slowing.
  • ECL new capitulation — RSI 18.1, extreme oversold. Industrial/water services not normally in AI infra scan but showing systemic industrial demand weakness.
  • PWR/FIX resilience — Electrical contractors holding up better than peers. Grid modernization + data center electrical work keeping order books full.

Key Discoveries

Discovery Implication
LITE +23.6% 7D while peers sell off Optical interconnect seeing data center capacity surge orders — AI traffic driving bandwidth demand
VRT at SMA20 while nuclear names -15%+ Market valuing data center cooling over power generation — picks-and-shovels winning over fuels
ECL RSI 18.1 extreme capitulation Industrial services demand collapsing — potential leading indicator of broader economic slowdown

Open Questions

  • Is copper's -24% 30D a genuine AI capex slowdown signal or just tariff/trade uncertainty?
  • Will nuclear power names (CEG/VST/TLN) recover when AI hyperscaler capex guidance is reaffirmed?
  • Is LITE's +23.6% 7D move sustainable or a squeeze in a thin-volume name?
10 events
DateTypeEvent
Mar 12 ScanAI Infrastructure Scan Mar 11 ScanAI Infrastructure Scan Mar 31 ScanAI Infrastructure Scan Mar 24 ScanAI Infrastructure Scan Apr 13 ScanAI Infrastructure Scan Mar 13 ScanAI Infrastructure Apr 26 ScanAI Infrastructure Scan Apr 28 ScanAI Infrastructure Scan Feb 5 ScanAI Infrastructure & Sector Rotation Feb 3 ScanAI Infrastructure & Sector Rotation

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