AI Infrastructure Scan

Scan

AI Infrastructure Scan

Scan symbols 42
AMTANETAPHAWKCATCEGCLSCRDOCRWDCSCODLRECLEMEEQIXETNFCXFIXFSLRFTNTGLWGNRCLITEMLMMODNBISNEENOKOKLOONOSSPANWPWRSCCOSMRTELTLNTTVMCVRTVSTWOLFEXYL
Watchlists 1
@ai-infrastructure
raw scan snapshot — prices as of scan date, not live 69 rows · screens, not recommendations ported fromresearch/classic/scans/2026-04-26-ai-infrastructure.md

The AI infrastructure buildout is in a confirmed supercycle: LITE +165% 3M, VRT +75.6% 3M, FIX +53% 3M, CRDO +87.7% 30D, CLS +35.7% 30D — the physical layer of AI (cooling, power, networking, optical) is exploding while nuclear and solar names diverge sharply (SMR -52% 3M, OKLO -33% 3M vs NEE +12.2% 3M).

Quick Snapshot

Signal Reading
Overall 🟠 PHYSICAL AI SUPERCYCLE CONFIRMED — Optical interconnects, power/cooling, and data center infrastructure are in synchronized breakout. Nuclear speculative names collapsing.
Leaders CRDO (+87.7% 30D, RSI 78), CLS (+35.7% 30D, RSI 74), VRT (+13.3% 30D, RSI 68), FIX (+17.4% 30D, RSI 67), LITE (+13.4% 30D, RSI 58)
Laggards SMR (-20% 30D, RSI 37, -83% from ATH), FCX (-13.8% 7D, RSI 44), WOLF (+32% 30D but speculative-down trend), FSLR (flat, strong-down)
Key insight The optical supercycle (LITE, CRDO, GLW, ANET, NOK) is the single most powerful theme in this scan. CRDO up +87.7% in one month. This is real AI demand flowing through fiber and coherent optics.

Price Table

Power & Cooling Infrastructure

Stock Price 7D% 30D% 3M% RSI vs SMA20 Trend Signal
VRT $299.96 +13.1% +13.3% +75.6% 68.2 +12.8% strong-up 🟠 Vertiv: cooling infrastructure — RSI 68, +310% 1yr
TT $472.94 +8.2% +12.2% +22.9% 68.9 +10.0% strong-up 🟠 Trane Technologies: HVAC/cooling — RSI 69, near ATH
ETN $423.92 +3.9% +13.1% +28.0% 72.7 +8.9% strong-up 🟠 Eaton: electrical infra — RSI 73, approaching overbought
GNRC $220.93 +1.8% +7.7% +32.2% 61.9 +7.8% strong-up 🟡 Generac: backup power — RSI 62, AI backup demand thesis
ON $72.43 +6.2% +21.0% +20.1% 70.4 +13.7% strong-up 🟠 onsemi: power/EV chips — RSI 70, near ATH
NEE $95.28 +2.7% +4.5% +12.2% 60.6 +2.8% strong-up 🟡 NextEra: AI grid utility — RSI 61, steady
AWK $132.42 -1.3% -1.6% +2.0% 45.9 -1.8% down 🟡 American Water: rate-regulated, not AI-levered

Networking & Connectivity

Stock Price 7D% 30D% 3M% RSI vs SMA20 Trend Signal
ANET $176.91 +6.1% +31.0% +23.1% 74.0 +19.4% strong-up 🟠 Arista: cloud networking — RSI 74, near ATH
CSCO $89.01 +1.9% +9.4% +16.2% 69.9 +7.1% strong-up 🟠 Cisco: AI networking refresh cycle — RSI 70
NOK $10.46 -1.4% +24.4% +51.4% 65.9 +10.0% strong-up 🟠 Nokia: telecom infra — RSI 66, +114% 1yr
TEL $234.33 +9.7% +15.2% -1.0% 67.6 +12.0% strong-up 🟠 TE Connectivity: connectors — RSI 68
APH $149.71 -2.2% +16.3% -3.6% 61.3 +7.4% strong-up 🟡 Amphenol: connectors — RSI 61

Optical Interconnects (Hottest Subsector)

Stock Price 7D% 30D% 3M% RSI vs SMA20 Trend Signal
CRDO $195.04 +20.2% +87.7% +52.4% 77.6 +42.8% up 🟠 Credo Technology: AI coherent optics — RSI 78, +347% 1yr. Parabolic.
LITE $881.64 -0.6% +13.4% +165.2% 58.4 +6.3% strong-up 🟠 Lumentum: optical components — RSI 58, +165% 3M!
CLS $410.21 +3.0% +35.7% +33.1% 73.9 +18.7% strong-up 🟠 Celestica: AI server manufacturing — RSI 74, near ATH
GLW $175.89 +5.9% +20.2% +85.6% 68.6 +10.5% strong-up 🟠 Corning: fiber optics — RSI 69, +304% 1yr
NBIS $147.16 -5.8% +27.9% +60.9% 57.9 +8.0% strong-up 🟡 Nebius: AI cloud/data centers — RSI 58

Data Center REITs

Stock Price 7D% 30D% 3M% RSI vs SMA20 Trend Signal
EQIX $1,108.76 +1.4% +14.8% +38.3% 77.5 +6.3% strong-up 🟠 Equinix: #1 colocation REIT — RSI 78, near ATH
DLR $200.00 -1.8% +13.4% +24.6% 72.4 +4.9% strong-up 🟠 Digital Realty: global data centers — RSI 72
AMT $178.21 -2.5% +7.6% +0.3% 51.7 +1.6% strong-down 🟡 American Tower: cell tower — death cross, not AI-levered

Electrical Construction & EPC

Stock Price 7D% 30D% 3M% RSI vs SMA20 Trend Signal
FIX $1,726.12 +5.1% +17.4% +53.2% 66.6 +10.7% strong-up 🟠 Comfort Systems: MEP construction — RSI 67, +336% 1yr
EME $869.90 +6.8% +13.8% +23.1% 71.5 +9.5% strong-up 🟠 EMCOR: electrical construction — RSI 72
PWR $591.82 +3.7% +3.1% +26.8% 62.0 +4.2% strong-up 🟡 Quanta Services: power grid construction — RSI 62
CAT $830.79 +4.8% +15.8% +30.9% 70.7 +8.7% strong-up 🟠 Caterpillar: equipment — RSI 71, data center site prep
MOD $251.70 +3.1% +8.1% +69.5% 61.3 +7.0% strong-up 🟡 Modine: thermal management — RSI 61, +210% 1yr
VMC $297.15 +5.8% +11.7% -0.3% 64.7 +8.7% strong-up 🟡 Vulcan Materials: aggregates — RSI 65
MLM $615.30 -1.6% +4.4% -5.5% 51.1 +0.8% down 🟡 Martin Marietta: aggregates — neutral

Energy for AI (Nuclear & Solar)

Stock Price 7D% 30D% 3M% RSI vs SMA20 Trend Signal
CEG $313.53 +7.8% +3.4% +10.1% 60.3 +8.7% weak-up 🟡 Constellation Energy nuclear — -24% from ATH, death cross
VST $158.20 +2.2% -2.2% -6.3% 51.7 +2.0% strong-down 🟡 Vistra: power utility — -28% from ATH, death cross
TLN $326.08 -0.7% +2.7% -13.0% 48.6 +1.0% strong-down 🟡 Talen Energy: power — -28% from ATH, death cross
OKLO $63.35 +19.5% +6.1% -33.3% 60.6 +21.3% weak-up 🟡 Oklo microreactors: 7D bounce but -67% from ATH, death cross
SMR $9.58 -11.1% -20.0% -51.7% 36.5 -10.8% strong-down 🔴 NuScale: -83% from ATH. SMR thesis collapsing.
FSLR $193.76 +0.7% +0.1% -20.3% 47.5 -0.4% strong-down 🟡 First Solar: IRA tariff risk — -32% from ATH.
WOLF $24.15 +25.3% +31.7% +23.9% 67.3 +32.4% neutral 🟡 Wolfspeed SiC: 7D bounce, new listing — speculative

Commodities / Mining for AI

Stock Price 7D% 30D% 3M% RSI vs SMA20 Trend Signal
FCX $61.05 -13.8% +7.2% +0.0% 44.1 -5.0% weak-down 🟡 Freeport copper — -14% 7D, tariff risk
SCCO $196.38 +10.4% +11.1% +10.3% 62.0 +14.1% strong-up 🟡 Southern Copper — RSI 62, +142% 1yr
XYL $128.85 +6.0% +6.4% -7.7% 60.7 +5.4% weak-up 🟡 Xylem: water tech — RSI 61
ECL $269.49 -3.1% +0.4% -4.7% 47.0 0.0% down 🟡 Ecolab: data center water treatment — neutral

AI Software (in this scan context)

Stock Price 7D% 30D% 3M% RSI vs SMA20 Trend Signal
CRWD $448.13 +4.9% +16.1% -4.3% 58.8 +8.6% weak-up 🟡 CrowdStrike: AI cybersecurity — death cross, -21% from ATH
PANW $164.11 -8.2% -2.0% -12.6% 51.3 +1.5% weak-up 🟡 Palo Alto: death cross, -27% from ATH
FTNT $84.34 +2.1% +6.9% +1.5% 54.9 +3.3% up 🟡 Fortinet: best cybersec technicals
OSS $9.71 -8.0% +6.9% -4.1% 55.7 +12.0% strong-up 🟡 One Stop Systems: AI edge compute

Tier Analysis

Capitulation Zone (RSI < 35)

  • SMR (RSI 36.5, -83% from ATH, -51.7% 3M) — NuScale SMR thesis in freefall. Small modular reactor commercialization timeline pushed out too far. Avoid.

Oversold — Approaching Entry (RSI 35-45)

  • FCX (RSI 44.1, -13.8% 7D) — Freeport copper pulling back sharply on tariff fears. Copper is essential for all AI buildout (power wiring, cooling, chip packaging).
  • AWK (RSI 45.9) — rate-regulated utility, not infrastructure-levered.
  • FSLR (RSI 47.5) — solar facing policy headwinds, approaching entry range.

Neutral / Healthy (RSI 45-65)

  • NEE (RSI 60.6), PWR (RSI 62.0), MOD (RSI 61.3), GNRC (RSI 61.9) — healthy mid-range, steady accumulation candidates.
  • LITE (RSI 58.4) — the best optical play at a non-overbought RSI despite +165% 3M run.
  • NBIS (RSI 57.9), CRWD (RSI 58.8) — relative value in the scan.

Extended / Approaching Overbought (RSI 65-75)

  • ANET (RSI 74.0), CLS (RSI 73.9), ETN (RSI 72.7), DLR (RSI 72.4), EME (RSI 71.5) — all extended but in confirmed uptrends.
  • VRT (RSI 68.2), TT (RSI 68.9), GLW (RSI 68.6) — infrastructure winners.

Extreme / Overbought (RSI > 75)

  • CRDO (RSI 77.6, +87.7% 30D) — Credo Technology parabolic. Don't chase.
  • EQIX (RSI 77.5, +38.3% 3M) — data center REIT at near-ATH.

Entry Zones

Stock Current Entry Zone RSI 30D% Action Thesis
LITE $881.64 $830-890 58.4 +13.4% ✅ Strong Buy RSI 58 despite +165% 3M run. Optical interconnects essential for AI data center bandwidth. Best risk/reward in the scan.
FCX $61.05 $56-63 44.1 +7.2% 📈 Accumulate -13.8% 7D on tariff fears. Copper is unavoidable in AI buildout. RSI 44 — approaching oversold.
NEE $95.28 $90-96 60.6 +4.5% 📈 Accumulate AI grid utility, golden cross, near ATH. Steady RSI 61. Power demand secular trend.
GNRC $220.93 $205-222 61.9 +7.7% 📈 Accumulate Backup power for data centers. RSI 62, golden cross.
MOD $251.70 $230-255 61.3 +8.1% 📈 Accumulate Thermal management — RSI 61, +69.5% 3M, not overbought.
CRDO $195.04 Wait for $155-170 77.6 +87.7% ⏳ Waiting RSI 78, +87.7% 30D — phenomenal thesis, terrible entry.
SMR $9.58 — 36.5 -20.0% ❌ Don't Buy SMR commercialization thesis broken. -83% from ATH, strong-down.
VST $158.20 $145-160 51.7 -2.2% 🔍 Watch Vistra -28% from ATH. Death cross. Needs catalyst to reclaim SMA200.
CEG $313.53 $290-315 60.3 +3.4% 🔍 Watch Nuclear + AI power thesis real but -24% from ATH. Death cross — wait for reclaim.

Action Matrix

Stock Signal Action Notes
CRDO 🟠 ⚠️ Avoid RSI 78, +87.7% 30D — parabolic optical play. Great thesis, wrong entry.
EQIX 🟠 ⚠️ Avoid RSI 78, +38.3% 3M — data center REIT at premium. Don't add at ATH.
ANET 🟠 🔒 Hold RSI 74 — cloud networking monopoly. Hold, don't chase. Near ATH.
VRT 🟠 🔒 Hold RSI 68 — Vertiv is the AI cooling picks-and-shovels king. Hold core.
ETN 🟠 🔒 Hold RSI 73 — electrical infrastructure. Hold winners.
LITE 🟠 ✅ Strong Buy RSI 58 — optical +165% 3M but RSI not extreme. Best risk/reward entry now.
FCX 🟡 📈 Accumulate RSI 44, -13.8% 7D — copper pullback. AI buildout = copper demand.
NEE 🟡 📈 Accumulate RSI 61 — steady AI grid utility. Golden cross.
MOD 🟡 📈 Accumulate RSI 61 — thermal management not overbought, +69.5% 3M.
SMR 🔴 ❌ Don't Buy -83% from ATH, strong-down, RSI 37. SMR thesis too early.
FSLR 🟡 🔍 Watch RSI 47, -32% from ATH — solar facing policy risk. Wait for clarity.
CEG 🟡 🔍 Watch RSI 60, death cross — nuclear + AI power is real but technicals are mixed.
WOLF 🟡 🔍 Watch SiC semiconductor — speculative bounce. No SMA200 data for trend context.
PANW 🟡 🔍 Watch RSI 51, death cross, -27% from ATH — cybersec thesis intact, wait for RSI 40.

Cross-Theme Analysis

The 3 sub-themes driving this scan:

  1. Optical interconnect supercycle is real. LITE +165% 3M, GLW +85.6% 3M, CRDO +87.7% 30D, ANET +23% 3M. AI data centers need exponentially more fiber bandwidth between GPUs. Every major hyperscaler is in a bandwidth arms race. LITE at RSI 58 is the best entry in the scan — strong thesis, healthy valuation.

  2. Power/cooling/electrical is the picks-and-shovels story. VRT +75.6% 3M, ETN +28% 3M, FIX +53.2% 3M, CAT +30.9% 3M. These companies build the physical infrastructure that makes AI possible. Unlike chips, they aren't competing with each other — they're all capacity-constrained by the same buildout. The backlog visibility is 2-4 years.

  3. Nuclear speculative names have been destroyed. SMR -51.7% 3M (-83% from ATH), OKLO -33.3% 3M (-67% from ATH). The market bid up SMR/OKLO on the AI power narrative but is now repricing for timeline reality — small modular reactors are 5-10+ years from meaningful commercial deployment. NEE and CEG (existing nuclear capacity) are the safer expressions.

What Changed vs 2026-04-10

Previous scan (2026-04-10): Optical supercycle emerging. VRT and ETN extended but not extreme. Nuclear names (CEG, VST, OKLO) mixed. CRDO at much lower levels.

Today (2026-04-26): The optical and power/cooling themes went parabolic. CRDO up +87.7% in a single month. LITE is up +165% in 3 months. GLW +85.6% 3M. The physical AI infrastructure is no longer "emerging" — it's in confirmed breakout. Nuclear names have diverged sharply: utility-scale nuclear (CEG, NEE) treading water while pure-play SMR names (SMR, OKLO) have been crushed -33% to -52% in the quarter. The AI power thesis is real; the SMR execution timeline is not. CLS (Celestica) emerging as a key AI server manufacturer — +35.7% 30D to RSI 74, near ATH.

10 events
DateTypeEvent
Apr 28 ScanAI Infrastructure Scan Apr 13 ScanAI Infrastructure Scan Mar 31 ScanAI Infrastructure Scan Mar 20 ScanAI Infrastructure Scan May 1 ScanAI Infrastructure Scan Mar 12 ScanAI Infrastructure Scan Mar 11 ScanAI Infrastructure Scan Mar 24 ScanAI Infrastructure Scan Jul 11 ScanAI Infrastructure Scan Mar 13 ScanAI Infrastructure

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