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AI Infrastructure core
25 names · 6 held
Compute, networking, memory/storage, data centers, and supply chain behind AI demand.
| AMD | Advanced Micro Devices | +34.0% | Improving — extended | investigate |
| CLS | Celestica | +27.5% | Improving — extended | investigate |
| MRVL | Marvell Technology | +27.4% | Avoid / late-cycle | investigate |
| ALAB | Astera Labs | +27.3% | Avoid / late-cyclepartial | investigate |
| SKHY | SK hynix | +20.4% | Insufficient data | investigate |
| LITE | Lumentum | +20.3% | Improving — extended | investigate |
| MU | Micron Technology | +17.6% | Improving — extended | active |
| COHR | Coherent | +17.3% | Improving — extended | investigate |
| NBIS | Nebius | +16.4% | Insufficient datapartial | investigate |
| SNDK | Sandisk | +16.3% | Improving — extended | investigate |
| SMCI | Super Micro Computer | +14.2% | Improving — extended | investigate |
| NVT | nVent Electric | +12.5% | Improving — extended | investigate |
| FN | Fabrinet | +12.3% | Correction candidate | investigate |
| TSM | Taiwan Semiconductor | +10.9% | Insufficient datapartial | investigate |
| IREN | IREN | +10.4% | Insufficient datapartial | investigate |
| FIX | Comfort Systems USA | +8.4% | Improving — extended | investigate |
| CRWV | CoreWeave | +8.2% | Falling fundamentals | investigate |
| ANET | Arista Networks | +8.0% | Improving — extendedpartial | investigate |
| NVDA | NVIDIA | +6.2% | Improving — extended | investigate |
| APH | Amphenol Corporation | +5.0% | Watchpartial | investigate |
| MOD | Modine Manufacturing Company | +4.6% | Correction candidate | investigate |
| CRDO | Credo Technology | +1.7% | Avoid / late-cycle | active |
| EQIX | Equinix | -1.5% | Improving — research now | investigate |
| VRT | Vertiv | -3.8% | Falling fundamentals | investigate |
| AVGO | Broadcom | -7.0% | Correction candidate | investigate |