AI Infrastructure Scan
Scan
AI Infrastructure Scan
raw scan snapshot — prices as of scan date, not live 45 rows · screens, not recommendations superseded by2026-05-01-ai-infrastructureported fromresearch/classic/scans/_archive/2026-03-24-ai-infrastructure.mdscan slugai-infrastructuresource typescan-archive
Power plays split: VRT/LITE/FIX/PWR in strong-up monster territory while nuclear (CEG/VST/OKLO/SMR) in confirmed death crosses. Materials (MLM RSI 24, VMC RSI 28) in capitulation. Data centers (EQIX/DLR) remain resilient.
Quick Snapshot
| Signal | Reading |
|---|---|
| Overall | 🟡 BIFURCATED — Cooling/fiber/construction vs nuclear/materials split widens |
| Leaders | LITE ($695.10, +155% vs SMA200), VRT ($258.48, +54% vs SMA200), FIX ($1356.25, +51% vs SMA200) |
| Laggards | SMR ($11.21, RSI 35, -78.9% from 52wk high), OKLO ($53.10, RSI 35, -68.6% from high), MLM ($563, RSI 24↓) |
Price Table
| Stock | Price | RSI | vs SMA200 | 7D% | 30D% | 3M% | Trend | Signal |
|---|---|---|---|---|---|---|---|---|
| LITE | $695.10 | 56 | +155.4% | +23.6% | +4.1% | +78.3% | strong-up ✨ | 🔒 Hold |
| VRT | $258.48 | 56 | +54.4% | +2.0% | +6.1% | +55.5% | strong-up ✨ | 🔒 Hold |
| FIX | $1356.25 | 50 | +51.4% | +4.0% | -7.2% | +42.7% | strong-up ✨ | 🔒 Hold |
| GLW | $125.49 | 46 | +48.1% | +1.6% | -9.9% | +42.2% | strong-up ✨ | 🟡 Pullback |
| MOD | $194.09 | 46 | +32.2% | +4.8% | -14.3% | +41.6% | strong-up ✨ | 🟡 Pullback |
| PWR | $555.42 | 53 | +27.6% | +1.3% | +0.5% | +28.3% | strong-up ✨ | 🔒 Hold |
| EQIX | $970.41 | 62 | +20.0% | -0.3% | +5.1% | +28.7% | strong-up ✨ | 🔒 Hold |
| GNRC | $196.68 | 42 | +14.9% | -1.3% | -14.2% | +40.4% | strong-up ✨ | 🟡 Pullback |
| NEE | $91.82 | 53 | +15.5% | -3.0% | -3.4% | +14.9% | strong-up ✨ | 🔒 Hold |
| EME | $724.53 | 47 | +13.0% | +4.9% | -10.9% | +16.6% | weak-down | 🟡 Watch |
| ETN | $355.57 | 47 | +0.3% | +3.1% | -4.5% | +11.3% | weak-down | 🟡 Watch |
| DLR | $174.71 | 47 | +4.9% | -0.9% | +0.1% | +14.6% | strong-up ✨ | 🔒 Hold |
| CLS | $267.75 | 46 | +6.4% | +6.2% | -8.5% | -12.8% | weak-down | 🟡 Watch |
| ANET | $130.31 | 45 | +0.1% | +0.9% | -1.9% | -0.3% | weak-down | 🟡 Watch |
| CAT | $672.43 | 39 | +26.3% | -0.8% | -11.5% | +15.7% | weak-down | 🟡 Watch |
| CEG | $296.52 | 46 | -9.8% | -5.6% | -5.0% | -18.4% | strong-down 💀 | 🟡 Watch |
| VST | $151.82 | 42 | -16.4% | -7.9% | -11.4% | -6.1% | strong-down 💀 | 🟡 Watch |
| TLN | $310.70 | 38 | -14.1% | +7.0% | -18.7% | -18.0% | strong-down 💀 | 🟡 Watch |
| TT | $407.83 | 34 | -3.1% | +1.2% | -12.5% | +4.9% | down | 🟡 Approaching Oversold |
| ON | $58.83 | 40 | +7.0% | +1.9% | -14.9% | +4.4% | weak-down | 🟡 Watch |
| APH | $125.61 | 38 | +0.7% | -3.9% | -16.8% | -7.1% | weak-down | 🟡 Watch |
| TEL | $194.26 | 35 | -8.5% | -1.2% | -17.2% | -16.6% | down | 🟡 Watch |
| FCX | $51.88 | 31 | +8.5% | -6.3% | -19.4% | +2.7% | weak-down | 🟡 Approaching Oversold |
| SCCO | $152.06 | 31 | +14.6% | -9.8% | -24.4% | +4.7% | weak-down | 🟡 Approaching Oversold |
| VMC | $259.00 | 28 ↓ | -10.0% | -3.9% | -15.0% | -11.1% | down | 🟢 Oversold |
| MLM | $563.00 | 24 ↓ | -8.0% | -4.0% | -17.8% | -10.9% | down | 🟢 Extreme Oversold |
| ECL | $254.95 | 18 ↓ | -6.1% | -6.5% | -16.0% | -4.4% | down | 🟢 Extreme Oversold |
| OKLO | $53.10 | 35 | -38.3% | -9.6% | -16.8% | -36.4% | strong-down 💀 | 🟡 Watch |
| SMR | $11.21 | 35 | -62.1% | -0.3% | -16.6% | -31.8% | strong-down 💀 | ❌ Death Cross |
| CRDO | $101.93 | 41 | -21.2% | -8.8% | -17.8% | -32.0% | strong-down 💀 | 🟡 Watch |
| FSLR | $193.16 | 38 | -11.1% | -5.2% | -20.6% | -29.0% | down | 🟡 Watch |
Theme Analysis
✨ Infrastructure Winners (strong-up, golden cross)
VRT, LITE, FIX, PWR, EQIX, DLR, NEE, GLW, MOD, GNRC — cooling, fiber, construction, data centers. The "picks and shovels" of AI continue to outperform the AI stocks themselves.
💀 Nuclear Bust
CEG, VST, TLN, OKLO, SMR — all in death crosses. The nuclear renaissance trade has completely unwound. SMR -78.9% from 52wk high. OKLO -68.6%. Nuclear hype is dead for now.
🟢 Materials Capitulation
MLM (RSI 24), VMC (RSI 28), ECL (RSI 18) — construction materials and chemicals in extreme oversold. These are quality cyclicals that benefit from infrastructure spend.
Entry Zones
| Stock | Entry Zone | RSI | Thesis |
|---|---|---|---|
| ECL | $245-260 | 18 | Extreme capitulation, quality industrial |
| MLM | $550-570 | 24 | Infrastructure play at capitulation |
| VMC | $250-265 | 28 | Same thesis as MLM |
| TT | $395-415 | 34 | Climate tech leader, approaching oversold |
Action Matrix
| Stock | Signal | Action | Notes |
|---|---|---|---|
| LITE | ✨ Monster | 🔒 Hold | +155% vs SMA200 — the monster |
| VRT | ✨ Monster | 🔒 Hold | Cooling infrastructure leader |
| FIX | ✨ Monster | 🔒 Hold | Construction/electrical |
| ECL | 🟢 Capitulation | ✅ Strong Buy | RSI 18, quality at extreme discount |
| MLM | 🟢 Capitulation | 📈 Accumulate | RSI 24, infra materials |
| SMR | 💀 Death Cross | ❌ Don't Buy | Nuclear hype collapsed |
| OKLO | 💀 Death Cross | ❌ Don't Buy | Same as SMR |
Related
10 events DateTypeEvent
Mar 20 ScanAI Infrastructure Scan Mar 31 ScanAI Infrastructure Scan Mar 12 ScanAI Infrastructure Scan Mar 11 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 No direct external sources are attached to this read.