← all events raw scan snapshot Mar 31, 2026 — prices as of scan date, not live 90 rows · screens, not recommendations superseded by2026-05-01-ai-infrastructure ported fromresearch/classic/scans/_archive/2026-03-31-ai-infrastructure.md scan slugai-infrastructure source typescan-archive
AI infrastructure broadly sold off as hyperscaler capex fears compound the macro selloff — but data centers (EQIX , DLR ) and power infrastructure (NEE , MOD ) showing defensive resilience.
Quick Snapshot Signal Reading Overall 🔴 Broad Selloff — Power/data center REITs hold; nuclear/cooling/ASICs crushed Leaders EQIX (+1.6% 30D, RSI 64.6), DLR (+2.1% 30D, RSI 59.6), MOD (+4.5% vs SMA20), NEE (-0.4% 30D) Laggards CRDO (-19.5% 30D), OKLO (-24.0% 30D), SMR (-17.2% 30D), WOLF (-23.2% 30D), GNRC (-16.4% 30D) Key Insight Clean split: data center REITs are defensive infrastructure; nuclear/cooling pure plays collapsing under capex uncertainty
Price Table Power & Energy Infrastructure Stock Price RSI vs SMA20 7D% 30D% Signal CEG $275.59 38.0 -9.7% +0.6% -15.7% 🔴 Death cross VST $149.14 41.7 -5.7% -3.9% -10.0% 🔴 Death cross TLN $320.14 45.1 -1.0% -1.2% -9.4% 🔴 Death cross NEE $92.31 55.3 +0.7% +0.1% -0.4% 🟢 Strong-up FSLR $195.62 45.7 +0.6% -2.7% -2.1% 🔴 Death cross SMR $10.80 38.6 -7.5% -8.7% -17.2% 🔴 Death cross OKLO $49.14 36.5 -13.7% -14.9% -24.0% 🔴 Death cross
Data Center REITs Stock Price RSI vs SMA20 7D% 30D% Signal EQIX $981.97 64.6 +1.7% -0.8% +1.6% 🟢 Strong-up DLR $181.29 59.6 +1.9% -1.6% +2.1% 🟢 Strong-up AMT $171.24 38.5 -4.6% -3.2% -10.0% 🔴 Death cross
Networking & Infrastructure Equipment Stock Price RSI vs SMA20 7D% 30D% Signal ANET $122.06 42.0 -7.7% -12.2% -5.6% 🟡 Down CSCO $77.25 44.5 -2.1% -3.4% -2.7% 🟡 Weak-down NOK $7.97 50.6 -1.9% -3.0% -3.5% 🟢 Strong-up GLW $134.65 51.3 +1.1% -7.9% -14.7% 🟢 Strong-up LITE $684.04 51.6 +0.6% -14.6% -12.7% 🟢 Strong-up TEL $206.19 48.2 +1.5% -2.0% -2.7% 🟡 Down APH $124.08 41.5 -4.7% -8.7% -8.0% 🟡 Down CRDO $91.94 38.3 -13.0% -13.7% -19.5% 🔴 Death cross
Cooling & Thermal Management Stock Price RSI vs SMA20 7D% 30D% Signal VRT $247.60 48.7 -4.4% -9.7% -3.9% 🟢 Strong-up (golden cross) TT $414.24 44.0 -2.2% -5.7% -10.9% 🟡 Down MOD $214.11 53.5 +4.5% -9.5% -10.2% 🟢 Strong-up
Electrical & Grid Infrastructure Stock Price RSI vs SMA20 7D% 30D% Signal ETN $355.27 47.7 -0.7% -5.7% -5.6% 🟡 Down PWR $549.18 49.3 -2.2% -6.2% -4.1% 🟢 Strong-up EME $734.47 50.0 +0.7% -6.7% -0.2% 🟡 Weak-down FIX $1356.21 49.4 -2.1% -10.8% -5.7% 🟢 Strong-up GNRC $192.50 42.8 -5.5% -10.0% -16.4% 🟡 Weak-down AWK $135.91 51.4 -0.5% +1.2% +0.3% 🔴 Death cross XYL $119.23 40.7 -1.7% -3.2% -7.6% 🔴 Death cross ECL $264.18 37.8 -2.5% -0.4% -12.7% 🟡 Down
Semiconductors / Custom Silicon Stock Price RSI vs SMA20 7D% 30D% Signal ON $61.07 50.0 +2.1% -8.8% -8.1% 🟡 Weak-down WOLF $16.29 46.3 -5.2% -12.0% -23.2% 🟡 Neutral (no trend) FCX $58.31 49.8 +0.6% -1.0% -14.6% 🟡 Weak-down SCCO $169.23 46.0 -2.8% +1.4% -22.7% 🟡 Weak-down
Construction & Physical Infrastructure Stock Price RSI vs SMA20 7D% 30D% Signal CAT $701.88 49.7 +0.2% -5.9% -6.7% 🟡 Weak-down VMC $272.09 46.6 +1.3% +0.8% -11.0% 🟡 Down MLM $588.10 43.7 -0.4% -0.6% -11.6% 🟡 Down CLS $275.43 48.9 +0.6% -11.7% +3.2% 🟡 Weak-down
Tier Analysis Capitulation (RSI < 30) — None currently No names in true capitulation. Several approaching.
Oversold (RSI 25–40) — Approaching Entry Stock RSI vs SMA20 30D% Notes OKLO 36.5 -13.7% -24.0% Pre-revenue nuclear — death cross, avoid knife SMR 38.6 -7.5% -17.2% Small nuclear — same risk as OKLO CEG 38.0 -9.7% -15.7% Constellation Energy — nuclear for AI data centers, better quality AMT 38.5 -4.6% -10.0% Tower REIT — death cross but defensive income CRDO 38.3 -13.0% -19.5% Connectivity chips for AI — oversold, death cross ECL 37.8 -2.5% -12.7% Water/process — not pure AI infra GNRC 42.8 -5.5% -16.4% Generators — AI datacenter power backup, approaching oversold
Neutral/Resilient (RSI 40–55) Most of the group is in this range — beaten up but not capitulating.
Stock RSI vs SMA20 30D% Notes ANET 42.0 -7.7% -5.6% Hyperscaler networking — key AI infrastructure, oversold vs fundamentals VRT 48.7 -4.4% -3.9% Cooling — golden cross intact, holding up well ETN 47.7 -0.7% -5.6% Grid power management — near flat vs SMA20 PWR 49.3 -2.2% -4.1% Power grid contractor — golden cross, strong-up EME 50.0 +0.7% -0.2% Electrical contractor — nearly flat 30D CAT 49.7 +0.2% -6.7% Near SMA20, neutral MOD 53.5 +4.5% -10.2% Thermal management — above SMA20, strong-up trend
Strong (RSI 55+) — Outperforming Stock RSI vs SMA20 30D% Notes EQIX 64.6 +1.7% +1.6% Best in class — data center REIT, golden cross DLR 59.6 +1.9% +2.1% Close second — data center REIT NEE 55.3 +0.7% -0.4% Utility power — nearly flat 30D in a terrible tape
Entry Zones Stock Entry Zone Thesis EQIX $960–990 Data center REIT; AI-driven lease demand; defensive in selloff; already near entry DLR $170–185 Same thesis as EQIX; slightly cheaper valuation CEG $250–280 Nuclear power for AI datacenters; -15.7% 30D, approaching oversold (RSI 38) ANET $115–125 Hyperscaler networking monopoly; -12.2% this week, RSI 42 — wait for flush VRT $230–250 Thermal cooling; golden cross intact; -9.7% this week — oversold vs trend CRDO $80–95 Custom AI connectivity chips; -19.5% 30D, RSI 38 — oversold but death cross GNRC $180–195 Datacenter generator backup; -16.4% 30D, RSI 43 — approaching entry PWR $520–550 Grid contractor; golden cross, strong-up trend; near SMA20 NEE $88–94 Defensive utility power; golden cross, essentially flat in selloff MOD $200–215 Thermal management; +4.5% vs SMA20, strong-up — already performing
Action Matrix Stock Signal Action Notes EQIX 🟢 🔒 Hold / Accumulate Best AI infrastructure defensive; golden cross, +1.7% vs SMA20 DLR 🟢 🔒 Hold / Accumulate Data center REIT; +1.9% vs SMA20, positive 30D NEE 🟢 📈 Accumulate Utility power for AI; flat in brutal tape; golden cross VRT 🟢 📈 Accumulate Cooling monopoly; golden cross intact despite -9.7% week PWR 🟢 📈 Accumulate Grid contractor; golden cross, strong-up; -6.2% week is entry CEG 🔴 ⏳ Watch Nuclear AI power; wait for RSI <35 or price $250 ANET 🟡 ⏳ Watch Hyperscaler networking; -12% week, wait for RSI flush to 35 GNRC 🟡 📈 Accumulate Datacenter backup power; -16.4% 30D, approaching oversold MOD 🟢 🔍 Research Thermal management outperforming; validate AI datacenter exposure CRDO 🔴 🔍 Research Connectivity chips -19.5%; oversold but death cross — needs validation TT 🟡 🔍 Watch HVAC/cooling; -10.9% 30D; lower conviction than VRT ETN 🟡 🔍 Watch Grid power management; -5.6% 30D but near SMA20 SMR 🔴 ❌ Don't Buy Small nuclear, pre-revenue, -17% 30D, death cross — falling knife OKLO 🔴 ❌ Don't Buy Pre-revenue nuclear, -24% 30D, -14.9% this week — avoid WOLF 🟡 ❌ Don't Buy SiC semiconductors -23% 30D with no trend signal — structurally broken AMT 🔴 ⚠️ Avoid Tower REIT death cross; not AI infrastructure per se
Key Discoveries Discovery Implication EQIX/DLR both +1–2% 30D while everything collapses Data center REITs are the defensive AI infrastructure play — act like bonds with AI upside NEE flat (-0.4%) in 30D selloff Regulated utility with AI power demand — best risk/reward in the group VRT golden cross intact despite -9.7% this week The thesis is intact — this is the dip buyers want OKLO/SMR -24%/-17% with death crosses Speculative nuclear clearing — these won't bottom until real revenue appears CRDO -19.5% with death cross Custom connectivity chips oversold but structurally broken — wait
Mistakes (Don't Repeat) Mistake Lesson Chasing nuclear pure plays (OKLO/SMR) before revenue Pre-revenue names are first to get crushed in risk-off; wait for real cash flows
Open Questions
VRT : does the cooling thesis survive if hyperscaler AI capex is cut?CEG : at what price/RSI level does the nuclear-for-AI trade re-engage?ANET : is the -12% week a hyperscaler capex scare or something structural in networking demand?
No direct external sources are attached to this read.