Momentum + fundamentals across the AI buildout — GPUs, AI memory, semicap, optics, data-center power, and the hyperscalers spending the capex. Ranked by relative strength, flagged for which names clear both gates.
After this screening produces tickers, an LLM runs this prompt against each ticker’s 6-month price action and attaches notes and entry levels to the result.
This ticker is part of the AI Supercycle basket — a curated set of AI-infrastructure names (compute, memory, networking/optics, semicap, power & thermal, hyperscalers) tracked against a momentum + growth-fundamentals screen. Using the price snapshot, judge the swing-trade setup over a 2-10 day horizon: - pipeline: clean, actionable setup — uptrend with price above rising 50/150/200-day MAs, in a tight base or breaking out near support, not extended. - watchlist: constructive trend but needs confirmation — basing, pulling back to support, or below a key MA awaiting a reclaim. - active: in an uptrend but extended or mid-range; note it, no immediate action. - dismissed: broken structure, downtrend, or below the long-term MAs. comment (<=140 chars): the setup plus the trigger or stop level. analysis_markdown: 2-4 sentences on trend, key levels, and what confirms or invalidates the idea.
| Symbol | Sector | Sub Sector | RS Rank | Passed | PASSED FUNDAMENTALS | Price Over SMA150And200 | SMA150Above SMA200 | SMA50Above SMA150And200 | SMA200Slope | Price Above25Percent52Week Low | Price Within25Percent52Week High | RSOver70 | Beat Estimate | Increasing Eps | Rs Line New High | Within Buy Range | Adr Pct | Accumulation | Vol Ratio Today | Up Down Vol Ratio | Extended | Group | AI Analysis | Passed All | Passed Momentum | Price Over SMA50 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DELL | Technology | AI servers | 99 | 7.04 | 1.07 | 1.05 | AI servers | active Strong bull trend but price is extended above the 20-day SMA; awaiting a pullback to support. | ||||||||||||||||||
| HPE | Technology | AI servers | 97 | 5.54 | 1.16 | 0.88 | AI servers | active Strong uptrend but currently mid-range and extended from the 20-day SMA; awaiting a pullback or breakout. | ||||||||||||||||||
| MU | Technology | Memory & storage | 95 | 7.43 | 0.74 | 0.76 | Memory & storage | watchlistLong @ 963· TP 1,255· SL 848 Constructive long-term trend; currently pulling back below SMA50. Looking for reclaim of $963 to trigger long. | ||||||||||||||||||
| MRVL | Technology | AI compute | 92 | 6.82 | 0.46 | 1.06 | AI compute | watchlistLong @ 240· TP 285· SL 200 Price reclaiming SMA20; looking for a move above $240 to confirm trend recovery. | ||||||||||||||||||
| CRDO | Technology | Networking & optics | 90 | 8.58 | 0.54 | 0.93 | Networking & optics | active Strong uptrend but currently mid-range/extended above 20-day SMA; awaiting a base or pullback. | ||||||||||||||||||
| NBIS | Technology | Neocloud | 88 | 11.31 | 1.70 | 1.10 | Neocloud | pipelineLong @ 259.20· TP 299.86· SL 221.72 Strong momentum breakout; long on reclaim of 259.20 or hold above 222 support. | ||||||||||||||||||
| ALAB | Technology | Networking & optics | 86 | 8.70 | 0.61 | 0.90 | Networking & optics | watchlistLong @ 356· TP 406· SL 291 Constructive trend above SMA200 but currently below SMA50; watching for reclaim of $356. | ||||||||||||||||||
| SNDK | Technology | Memory & storage | 84 | 10.54 | 1.56 | 0.79 | Memory & storage | watchlistLong @ 1659.43· TP 1915.92· SL 1339.23 Constructive recovery from lows, but needs to reclaim SMA 50 (1659.43) for bullish confirmation. | ||||||||||||||||||
| ARM | Technology | AI compute | 82 | 7.54 | 0.59 | 0.80 | AI compute | watchlistLong @ 314· TP 350· SL 260 Constructive base forming above SMA200; awaiting reclaim of SMA50 ($313.95) to confirm momentum. | ||||||||||||||||||
| STX | Technology | Memory & storage | 79 | 7.90 | 0.91 | 1.37 | Memory & storage | pipelineLong @ 922· TP 1,100· SL 880 Bullish trend with price reclaiming 920; trigger on hold of 890 support. |
Showing 10 of 45
AI Supercycle 45 names tracked · 15 in a momentum uptrend · 11 clear momentum + fundamentals • MOD — Power & thermal · RS rank 3 • ORCL — Hyperscalers · RS rank 5 • NXPI — Power & analog semis · RS rank 8 • NRG — Power generation · RS rank 11 • ON — Power & analog semis · RS rank 11 • GFS — Foundry & IDM · RS rank 14 • POWL — Power & thermal · RS rank 16 • META — Hyperscalers · RS rank 18 • MPWR — Power & analog semis · RS rank 21 • VRT — Power & thermal · RS rank 23 • VST — Power generation · RS rank 25 • GOOGL — Hyperscalers · RS rank 27 • CEG — Power generation · RS rank 29 • TLN — Power generation · RS rank 31 • NVDA — AI compute · RS rank 34 ✅ • AVGO — AI compute · RS rank 36 ✅ • AMZN — Hyperscalers · RS rank 38 📈 • GEV — Power & thermal · RS rank 40 📈 • CIEN — Networking & optics · RS rank 42 • ETN — Power & thermal · RS rank 45 ✅ • COHR — Networking & optics · RS rank 48 • TSM — Foundry & IDM · RS rank 48 ✅ • NVT — Power & thermal · RS rank 51 ✅ • SMCI — AI servers · RS rank 53 • LITE — Networking & optics · RS rank 57 ✅ …and 20 more
AI Supercycle 45 names tracked · 17 in a momentum uptrend · 13 clear momentum + fundamentals • ORCL — Hyperscalers · RS rank 3 • MOD — Power & thermal · RS rank 5 • NXPI — Power & analog semis · RS rank 8 • GFS — Foundry & IDM · RS rank 10 • NRG — Power generation · RS rank 12 • ON — Power & analog semis · RS rank 14 • POWL — Power & thermal · RS rank 17 • META — Hyperscalers · RS rank 17 • VST — Power generation · RS rank 22 • GOOGL — Hyperscalers · RS rank 22 • VRT — Power & thermal · RS rank 25 • MPWR — Power & analog semis · RS rank 27 ✅ • CEG — Power generation · RS rank 29 • TLN — Power generation · RS rank 31 • NVDA — AI compute · RS rank 34 ✅ • AMZN — Hyperscalers · RS rank 36 📈 • CIEN — Networking & optics · RS rank 38 • AVGO — AI compute · RS rank 41 ✅ • GEV — Power & thermal · RS rank 41 📈 • TSM — Foundry & IDM · RS rank 45 ✅ • ETN — Power & thermal · RS rank 47 ✅ • COHR — Networking & optics · RS rank 49 ✅ • NVT — Power & thermal · RS rank 51 ✅ • INTC — Foundry & IDM · RS rank 53 • SMCI — AI servers · RS rank 55 …and 20 more
Fetch the latest results as JSON:
curl https://newsimpactscreener.com/api/market-screenings/ai-supercycle
Response includes the screening metadata, the latest run timestamp, and the per-ticker rows.
AI Supercycle 45 names tracked · 10 in a momentum uptrend · 8 clear momentum + fundamentals • ORCL — Hyperscalers · RS rank 3 • MOD — Power & thermal · RS rank 5 • NRG — Power generation · RS rank 8 • NXPI — Power & analog semis · RS rank 10 • GFS — Foundry & IDM · RS rank 12 • POWL — Power & thermal · RS rank 14 • ON — Power & analog semis · RS rank 16 • CEG — Power generation · RS rank 18 • SMCI — AI servers · RS rank 23 • VST — Power generation · RS rank 23 • TLN — Power generation · RS rank 23 • VRT — Power & thermal · RS rank 27 • META — Hyperscalers · RS rank 29 • GOOGL — Hyperscalers · RS rank 31 • MPWR — Power & analog semis · RS rank 34 • CIEN — Networking & optics · RS rank 36 • NVDA — AI compute · RS rank 38 ✅ • GEV — Power & thermal · RS rank 40 • AVGO — AI compute · RS rank 42 ✅ • AMZN — Hyperscalers · RS rank 45 📈 • LITE — Networking & optics · RS rank 47 ✅ • COHR — Networking & optics · RS rank 49 • TSM — Foundry & IDM · RS rank 52 • NVT — Power & thermal · RS rank 52 ✅ • INTC — Foundry & IDM · RS rank 55 …and 20 more
AI Supercycle 45 names tracked · 10 in a momentum uptrend · 9 clear momentum + fundamentals • MOD — Power & thermal · RS rank 3 • ORCL — Hyperscalers · RS rank 5 • NXPI — Power & analog semis · RS rank 8 • GFS — Foundry & IDM · RS rank 10 • NRG — Power generation · RS rank 12 • POWL — Power & thermal · RS rank 14 • ON — Power & analog semis · RS rank 16 • TLN — Power generation · RS rank 18 • VRT — Power & thermal · RS rank 21 • CEG — Power generation · RS rank 23 • VST — Power generation · RS rank 25 • SMCI — AI servers · RS rank 27 • META — Hyperscalers · RS rank 29 • MPWR — Power & analog semis · RS rank 31 • CIEN — Networking & optics · RS rank 34 • GEV — Power & thermal · RS rank 36 • GOOGL — Hyperscalers · RS rank 38 ✅ • NVDA — AI compute · RS rank 40 ✅ • AVGO — AI compute · RS rank 42 ✅ • INTC — Foundry & IDM · RS rank 45 • LITE — Networking & optics · RS rank 47 • NVT — Power & thermal · RS rank 49 ✅ • COHR — Networking & optics · RS rank 53 • TSM — Foundry & IDM · RS rank 53 • ETN — Power & thermal · RS rank 53 ✅ …and 20 more
AI Supercycle 45 names tracked · 11 in a momentum uptrend · 10 clear momentum + fundamentals • ORCL — Hyperscalers · RS rank 3 • MOD — Power & thermal · RS rank 5 • NRG — Power generation · RS rank 8 • SMCI — AI servers · RS rank 10 • NXPI — Power & analog semis · RS rank 12 • POWL — Power & thermal · RS rank 15 • VST — Power generation · RS rank 15 • CEG — Power generation · RS rank 18 • GFS — Foundry & IDM · RS rank 21 • TLN — Power generation · RS rank 23 • ON — Power & analog semis · RS rank 25 • META — Hyperscalers · RS rank 27 • GOOGL — Hyperscalers · RS rank 29 • MPWR — Power & analog semis · RS rank 31 • VRT — Power & thermal · RS rank 34 • GEV — Power & thermal · RS rank 36 • CIEN — Networking & optics · RS rank 38 • NVDA — AI compute · RS rank 40 ✅ • AVGO — AI compute · RS rank 43 ✅ • TSM — Foundry & IDM · RS rank 43 • AMZN — Hyperscalers · RS rank 47 📈 • NVT — Power & thermal · RS rank 49 ✅ • ETN — Power & thermal · RS rank 51 ✅ • SNDK — Memory & storage · RS rank 53 • INTC — Foundry & IDM · RS rank 57 …and 20 more
AI Supercycle 45 names tracked · 11 in a momentum uptrend · 10 clear momentum + fundamentals • ORCL — Hyperscalers · RS rank 3 • MOD — Power & thermal · RS rank 5 • NRG — Power generation · RS rank 8 • SMCI — AI servers · RS rank 11 • CEG — Power generation · RS rank 11 • NXPI — Power & analog semis · RS rank 14 • GFS — Foundry & IDM · RS rank 16 • TLN — Power generation · RS rank 18 • VST — Power generation · RS rank 21 • POWL — Power & thermal · RS rank 23 • META — Hyperscalers · RS rank 25 • ON — Power & analog semis · RS rank 27 • MPWR — Power & analog semis · RS rank 29 • GOOGL — Hyperscalers · RS rank 31 ✅ • VRT — Power & thermal · RS rank 34 • NVDA — AI compute · RS rank 37 ✅ • GEV — Power & thermal · RS rank 37 • CIEN — Networking & optics · RS rank 40 • AMZN — Hyperscalers · RS rank 42 📈 • TSM — Foundry & IDM · RS rank 45 • AVGO — AI compute · RS rank 47 ✅ • ETN — Power & thermal · RS rank 50 ✅ • NVT — Power & thermal · RS rank 50 ✅ • MSFT — Hyperscalers · RS rank 53 • INTC — Foundry & IDM · RS rank 55 …and 20 more
AI Supercycle 45 names tracked · 10 in a momentum uptrend · 9 clear momentum + fundamentals • ORCL — Hyperscalers · RS rank 3 • NRG — Power generation · RS rank 5 • MOD — Power & thermal · RS rank 8 • SMCI — AI servers · RS rank 10 • NXPI — Power & analog semis · RS rank 12 • GFS — Foundry & IDM · RS rank 15 • TLN — Power generation · RS rank 15 • CEG — Power generation · RS rank 18 • VST — Power generation · RS rank 21 • POWL — Power & thermal · RS rank 24 • ON — Power & analog semis · RS rank 24 • META — Hyperscalers · RS rank 27 • MPWR — Power & analog semis · RS rank 29 • VRT — Power & thermal · RS rank 31 • GOOGL — Hyperscalers · RS rank 34 ✅ • GEV — Power & thermal · RS rank 36 • CIEN — Networking & optics · RS rank 38 • AVGO — AI compute · RS rank 40 ✅ • NVDA — AI compute · RS rank 42 ✅ • AMZN — Hyperscalers · RS rank 45 📈 • TSM — Foundry & IDM · RS rank 47 • NVT — Power & thermal · RS rank 49 ✅ • ETN — Power & thermal · RS rank 51 ✅ • LITE — Networking & optics · RS rank 53 ✅ • COHR — Networking & optics · RS rank 57 …and 20 more
AI Supercycle 45 names tracked · 12 in a momentum uptrend · 10 clear momentum + fundamentals • NRG — Power generation · RS rank 3 • ORCL — Hyperscalers · RS rank 5 • MOD — Power & thermal · RS rank 8 • CEG — Power generation · RS rank 11 • NXPI — Power & analog semis · RS rank 11 • VST — Power generation · RS rank 14 • GFS — Foundry & IDM · RS rank 16 • TLN — Power generation · RS rank 18 • META — Hyperscalers · RS rank 21 • POWL — Power & thermal · RS rank 23 • MPWR — Power & analog semis · RS rank 25 • ON — Power & analog semis · RS rank 27 • VRT — Power & thermal · RS rank 30 • GEV — Power & thermal · RS rank 30 • SMCI — AI servers · RS rank 34 • AMZN — Hyperscalers · RS rank 36 📈 • GOOGL — Hyperscalers · RS rank 38 ✅ • NVDA — AI compute · RS rank 40 ✅ • AVGO — AI compute · RS rank 42 ✅ • NVT — Power & thermal · RS rank 45 ✅ • CIEN — Networking & optics · RS rank 48 • ETN — Power & thermal · RS rank 48 • TSM — Foundry & IDM · RS rank 51 • MSFT — Hyperscalers · RS rank 53 • ANET — Networking & optics · RS rank 57 …and 20 more
AI Supercycle 45 names tracked · 5 in a momentum uptrend · 5 clear momentum + fundamentals • ORCL — Hyperscalers · RS rank 3 • NXPI — Power & analog semis · RS rank 5 • MOD — Power & thermal · RS rank 8 • GFS — Foundry & IDM · RS rank 11 • CEG — Power generation · RS rank 11 • NRG — Power generation · RS rank 14 • TLN — Power generation · RS rank 17 • META — Hyperscalers · RS rank 17 • SMCI — AI servers · RS rank 22 • VST — Power generation · RS rank 22 • MPWR — Power & analog semis · RS rank 26 • ON — Power & analog semis · RS rank 26 • AVGO — AI compute · RS rank 29 • VRT — Power & thermal · RS rank 31 • GEV — Power & thermal · RS rank 34 • CIEN — Networking & optics · RS rank 37 • POWL — Power & thermal · RS rank 37 • ETN — Power & thermal · RS rank 40 • GOOGL — Hyperscalers · RS rank 42 ✅ • NVDA — AI compute · RS rank 45 ✅ • COHR — Networking & optics · RS rank 47 • TSM — Foundry & IDM · RS rank 49 • AMZN — Hyperscalers · RS rank 51 • MSFT — Hyperscalers · RS rank 53 • NVT — Power & thermal · RS rank 55 …and 20 more
AI Supercycle 45 names tracked · 4 in a momentum uptrend · 3 clear momentum + fundamentals • ORCL — Hyperscalers · RS rank 3 • MOD — Power & thermal · RS rank 5 • NRG — Power generation · RS rank 8 • CEG — Power generation · RS rank 10 • NXPI — Power & analog semis · RS rank 12 • META — Hyperscalers · RS rank 14 • TLN — Power generation · RS rank 16 • GFS — Foundry & IDM · RS rank 20 • VST — Power generation · RS rank 20 • VRT — Power & thermal · RS rank 23 • SMCI — AI servers · RS rank 25 • COHR — Networking & optics · RS rank 27 • AVGO — AI compute · RS rank 31 • ETN — Power & thermal · RS rank 31 ✅ • ON — Power & analog semis · RS rank 31 • NVDA — AI compute · RS rank 36 • CIEN — Networking & optics · RS rank 40 • MPWR — Power & analog semis · RS rank 40 • GOOGL — Hyperscalers · RS rank 40 • AMZN — Hyperscalers · RS rank 45 📈 • GEV — Power & thermal · RS rank 48 • POWL — Power & thermal · RS rank 48 • LITE — Networking & optics · RS rank 51 • MSFT — Hyperscalers · RS rank 53 • TSM — Foundry & IDM · RS rank 57 …and 20 more
