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 | 6 | 1.30 | 1.33 | AI servers | pipelineLong @ 568.67· TP 620· SL 484.73 Bullish momentum with price holding above 20SMA; trigger on break of recent high at $568.67. | ||||||||||||||||||
| HPE | Technology | AI servers | 97 | 5.60 | 1.15 | 1.37 | AI servers | pipelineLong @ 60· TP 64.25· SL 51.65 Bullish SMA stack and strong RS; trigger on break of recent volatility to target $64.25. | ||||||||||||||||||
| AMD | Technology | AI compute | 95 | 3.43 | 0.73 | 0.93 | AI compute | pipelineLong @ 518.60· TP 584.70· SL 479 Bullish momentum above 50SMA; looking for break above recent 518 high to trigger long. | ||||||||||||||||||
| MU | Technology | Memory & storage | 92 | 4.05 | 0.57 | 0.81 | Memory & storage | pipelineLong @ 956.22· TP 1027.77· SL 910 Bullish trend; price testing rising 50-day SMA support. Trigger on reclaim of $956.22. | ||||||||||||||||||
| LITE | Technology | Networking & optics | 90 | 6.40 | 0.64 | 1.41 | Networking & optics | pipelineLong @ 850· TP 930· SL 820 Bullish trend with a successful pullback to the SMA50 support; trigger on break of 850. | ||||||||||||||||||
| ANET | Technology | Networking & optics | 88 | 3.45 | 0.73 | 1.38 | Networking & optics | pipelineLong @ 198· TP 214.89· SL 186 Bullish SMA stack with price basing near 20-day SMA; trigger on break of $198 resistance. | ||||||||||||||||||
| INTC | Technology | Foundry & IDM | 86 | 4.21 | 0.81 | 0.79 | Foundry & IDM | watchlistLong @ 97.40· TP 104.50· SL 93.50 Basing near 50-day SMA; needs reclaim of $97.39 to trigger long setup. | ||||||||||||||||||
| MSFT | Technology | Hyperscalers | 84 | 1.85 | 0.61 | 1.78 | Hyperscalers | watchlistLong @ 518· TP 550· SL 480 Constructive uptrend basing near $495 support; trigger on break of $518 recent high. | ||||||||||||||||||
| MRVL | Technology | AI compute | 82 | 5.21 | 0.54 | 1.03 | AI compute | watchlistLong @ 227· TP 245· SL 211 Constructive uptrend; pulling back to 50-day SMA support. Trigger on reclaim of 20-day SMA ($227). | ||||||||||||||||||
| SNDK | Technology | Memory & storage | 78 | 5.79 | 0.48 | 0.91 | Memory & storage | watchlistLong @ 1,585· TP 1,760· SL 1,480 Constructive uptrend pulling back to 50-day SMA support; trigger on reclaim of 20-day SMA. |
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AI Supercycle 45 names tracked · 5 in a momentum uptrend · 5 clear momentum + fundamentals • TLN — Power generation · RS rank 3 • GFS — Foundry & IDM · RS rank 5 • MOD — Power & thermal · RS rank 8 • ORCL — Hyperscalers · RS rank 10 • POWL — Power & thermal · RS rank 12 • NRG — Power generation · RS rank 14 • CRDO — Networking & optics · RS rank 16 • ON — Power & analog semis · RS rank 18 • VST — Power generation · RS rank 21 • MPWR — Power & analog semis · RS rank 23 • NXPI — Power & analog semis · RS rank 25 • ALAB — Networking & optics · RS rank 28 • KLAC — Semicap equipment · RS rank 28 • ARM — AI compute · RS rank 31 • COHR — Networking & optics · RS rank 35 • VRT — Power & thermal · RS rank 35 • CEG — Power generation · RS rank 38 • AVGO — AI compute · RS rank 41 • CIEN — Networking & optics · RS rank 41 • WDC — Memory & storage · RS rank 45 • LRCX — Semicap equipment · RS rank 47 • AMAT — Semicap equipment · RS rank 49 • GEV — Power & thermal · RS rank 51 • ETN — Power & thermal · RS rank 53 • TER — Semicap equipment · RS rank 57 …and 20 more
AI Supercycle 45 names tracked · 12 in a momentum uptrend · 11 clear momentum + fundamentals • MOD — Power & thermal · RS rank 3 • GFS — Foundry & IDM · RS rank 5 • ORCL — Hyperscalers · RS rank 8 • NXPI — Power & analog semis · RS rank 10 • NRG — Power generation · RS rank 12 • POWL — Power & thermal · RS rank 14 • TLN — Power generation · RS rank 17 • ON — Power & analog semis · RS rank 17 • CRDO — Networking & optics · RS rank 21 • CIEN — Networking & optics · RS rank 24 • MPWR — Power & analog semis · RS rank 24 • GOOGL — Hyperscalers · RS rank 27 • AVGO — AI compute · RS rank 29 • VRT — Power & thermal · RS rank 31 • VST — Power generation · RS rank 34 • COHR — Networking & optics · RS rank 36 • KLAC — Semicap equipment · RS rank 38 • AMZN — Hyperscalers · RS rank 40 • ARM — AI compute · RS rank 42 • ALAB — Networking & optics · RS rank 46 • META — Hyperscalers · RS rank 46 • CEG — Power generation · RS rank 49 • AMAT — Semicap equipment · RS rank 51 • ETN — Power & thermal · RS rank 53 • GEV — Power & thermal · 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 · 12 in a momentum uptrend · 11 clear momentum + fundamentals • MOD — Power & thermal · RS rank 3 • ORCL — Hyperscalers · RS rank 5 • GFS — Foundry & IDM · RS rank 8 • NRG — Power generation · RS rank 10 • NXPI — Power & analog semis · RS rank 12 • POWL — Power & thermal · RS rank 15 • TLN — Power generation · RS rank 15 • ON — Power & analog semis · RS rank 18 • CRDO — Networking & optics · RS rank 22 • MPWR — Power & analog semis · RS rank 22 • CIEN — Networking & optics · RS rank 25 • AVGO — AI compute · RS rank 27 • VST — Power generation · RS rank 29 • GOOGL — Hyperscalers · RS rank 31 • VRT — Power & thermal · RS rank 34 • SMCI — AI servers · RS rank 36 • KLAC — Semicap equipment · RS rank 38 • COHR — Networking & optics · RS rank 40 • ARM — AI compute · RS rank 42 • ALAB — Networking & optics · RS rank 45 • CEG — Power generation · RS rank 47 • ETN — Power & thermal · RS rank 50 • AMZN — Hyperscalers · RS rank 50 • META — Hyperscalers · RS rank 53 • GEV — Power & thermal · RS rank 55 …and 20 more
AI Supercycle 45 names tracked · 12 in a momentum uptrend · 11 clear momentum + fundamentals • MOD — Power & thermal · RS rank 3 • ORCL — Hyperscalers · RS rank 5 • GFS — Foundry & IDM · RS rank 8 • NRG — Power generation · RS rank 10 • NXPI — Power & analog semis · RS rank 12 • POWL — Power & thermal · RS rank 15 • TLN — Power generation · RS rank 15 • ON — Power & analog semis · RS rank 18 • CRDO — Networking & optics · RS rank 22 • MPWR — Power & analog semis · RS rank 22 • CIEN — Networking & optics · RS rank 25 • AVGO — AI compute · RS rank 27 • VST — Power generation · RS rank 29 • GOOGL — Hyperscalers · RS rank 31 • VRT — Power & thermal · RS rank 34 • SMCI — AI servers · RS rank 36 • KLAC — Semicap equipment · RS rank 38 • COHR — Networking & optics · RS rank 40 • ARM — AI compute · RS rank 42 • ALAB — Networking & optics · RS rank 45 • CEG — Power generation · RS rank 47 • ETN — Power & thermal · RS rank 50 • AMZN — Hyperscalers · RS rank 50 • META — Hyperscalers · RS rank 53 • GEV — Power & thermal · RS rank 55 …and 20 more
AI Supercycle 45 names tracked · 12 in a momentum uptrend · 11 clear momentum + fundamentals • MOD — Power & thermal · RS rank 3 • ORCL — Hyperscalers · RS rank 5 • GFS — Foundry & IDM · RS rank 8 • NRG — Power generation · RS rank 10 • NXPI — Power & analog semis · RS rank 12 • POWL — Power & thermal · RS rank 15 • TLN — Power generation · RS rank 15 • ON — Power & analog semis · RS rank 18 • CRDO — Networking & optics · RS rank 22 • MPWR — Power & analog semis · RS rank 22 • CIEN — Networking & optics · RS rank 25 • AVGO — AI compute · RS rank 27 • VST — Power generation · RS rank 29 • GOOGL — Hyperscalers · RS rank 31 • VRT — Power & thermal · RS rank 34 • SMCI — AI servers · RS rank 36 • KLAC — Semicap equipment · RS rank 38 • COHR — Networking & optics · RS rank 40 • ARM — AI compute · RS rank 42 • ALAB — Networking & optics · RS rank 45 • AMZN — Hyperscalers · RS rank 47 • CEG — Power generation · RS rank 49 • META — Hyperscalers · RS rank 51 • ETN — Power & thermal · RS rank 53 • GEV — Power & thermal · RS rank 55 …and 20 more
AI Supercycle 45 names tracked · 6 in a momentum uptrend · 5 clear momentum + fundamentals • GFS — Foundry & IDM · RS rank 3 • ORCL — Hyperscalers · RS rank 5 • MOD — Power & thermal · RS rank 8 • NXPI — Power & analog semis · RS rank 10 • TLN — Power generation · RS rank 12 • POWL — Power & thermal · RS rank 14 • CIEN — Networking & optics · RS rank 16 • NRG — Power generation · RS rank 18 • ON — Power & analog semis · RS rank 21 • MPWR — Power & analog semis · RS rank 23 • COHR — Networking & optics · RS rank 25 • SMCI — AI servers · RS rank 27 • ARM — AI compute · RS rank 30 • CRDO — Networking & optics · RS rank 30 • VST — Power generation · RS rank 34 • AVGO — AI compute · RS rank 36 • VRT — Power & thermal · RS rank 38 • KLAC — Semicap equipment · RS rank 41 • META — Hyperscalers · RS rank 41 • ALAB — Networking & optics · RS rank 45 • TER — Semicap equipment · RS rank 47 • CEG — Power generation · RS rank 49 • ETN — Power & thermal · RS rank 51 • MRVL — AI compute · RS rank 54 • GOOGL — Hyperscalers · RS rank 54 …and 20 more
AI Supercycle 45 names tracked · 7 in a momentum uptrend · 6 clear momentum + fundamentals • GFS — Foundry & IDM · RS rank 3 • ORCL — Hyperscalers · RS rank 5 • MOD — Power & thermal · RS rank 8 • NXPI — Power & analog semis · RS rank 10 • POWL — Power & thermal · RS rank 12 • TLN — Power generation · RS rank 15 • ON — Power & analog semis · RS rank 15 • NRG — Power generation · RS rank 18 • COHR — Networking & optics · RS rank 22 • MPWR — Power & analog semis · RS rank 22 • AVGO — AI compute · RS rank 25 • CIEN — Networking & optics · RS rank 27 • SMCI — AI servers · RS rank 29 • ARM — AI compute · RS rank 31 • VRT — Power & thermal · RS rank 34 • VST — Power generation · RS rank 36 • CRDO — Networking & optics · RS rank 38 • META — Hyperscalers · RS rank 40 • ALAB — Networking & optics · RS rank 42 • ETN — Power & thermal · RS rank 45 • KLAC — Semicap equipment · RS rank 47 • TER — Semicap equipment · RS rank 49 • MRVL — AI compute · RS rank 52 • CEG — Power generation · RS rank 52 • WDC — Memory & storage · RS rank 57 …and 20 more
AI Supercycle 45 names tracked · 5 in a momentum uptrend · 4 clear momentum + fundamentals • ORCL — Hyperscalers · RS rank 3 • GFS — Foundry & IDM · RS rank 5 • MOD — Power & thermal · RS rank 8 • TLN — Power generation · RS rank 10 • NXPI — Power & analog semis · RS rank 12 • ON — Power & analog semis · RS rank 14 • NRG — Power generation · RS rank 16 • POWL — Power & thermal · RS rank 18 • SMCI — AI servers · RS rank 21 • VST — Power generation · RS rank 23 • CIEN — Networking & optics · RS rank 26 • MPWR — Power & analog semis · RS rank 26 • COHR — Networking & optics · RS rank 29 • AVGO — AI compute · RS rank 33 • VRT — Power & thermal · RS rank 33 • ARM — AI compute · RS rank 36 • META — Hyperscalers · RS rank 38 • KLAC — Semicap equipment · RS rank 40 • TER — Semicap equipment · RS rank 42 • ALAB — Networking & optics · RS rank 46 • NVT — Power & thermal · RS rank 46 • CEG — Power generation · RS rank 49 • MRVL — AI compute · RS rank 52 • ETN — Power & thermal · RS rank 52 • GEV — Power & thermal · RS rank 57 …and 20 more
AI Supercycle 45 names tracked · 7 in a momentum uptrend · 6 clear momentum + fundamentals • ORCL — Hyperscalers · RS rank 3 • GFS — Foundry & IDM · RS rank 5 • MOD — Power & thermal · RS rank 8 • TLN — Power generation · RS rank 10 • NXPI — Power & analog semis · RS rank 12 • NRG — Power generation · RS rank 14 • VST — Power generation · RS rank 17 • ON — Power & analog semis · RS rank 17 • POWL — Power & thermal · RS rank 21 • SMCI — AI servers · RS rank 23 • AVGO — AI compute · RS rank 27 • ARM — AI compute · RS rank 27 • VRT — Power & thermal · RS rank 27 • COHR — Networking & optics · RS rank 31 • MPWR — Power & analog semis · RS rank 34 • CIEN — Networking & optics · RS rank 36 • META — Hyperscalers · RS rank 38 • GOOGL — Hyperscalers · RS rank 40 • GEV — Power & thermal · RS rank 42 • NVT — Power & thermal · RS rank 45 • CEG — Power generation · RS rank 48 • NBIS — Neocloud · RS rank 48 • KLAC — Semicap equipment · RS rank 51 • ETN — Power & thermal · RS rank 53 • INTC — Foundry & IDM · RS rank 55 …and 20 more
AI Supercycle 45 names tracked · 7 in a momentum uptrend · 6 clear momentum + fundamentals • ORCL — Hyperscalers · RS rank 3 • GFS — Foundry & IDM · RS rank 6 • MOD — Power & thermal · RS rank 6 • TLN — Power generation · RS rank 10 • NXPI — Power & analog semis · RS rank 12 • NRG — Power generation · RS rank 14 • VST — Power generation · RS rank 17 • ON — Power & analog semis · RS rank 17 • POWL — Power & thermal · RS rank 21 • SMCI — AI servers · RS rank 23 • META — Hyperscalers · RS rank 25 • MPWR — Power & analog semis · RS rank 27 • VRT — Power & thermal · RS rank 29 • AVGO — AI compute · RS rank 33 • CIEN — Networking & optics · RS rank 33 • COHR — Networking & optics · RS rank 36 • ARM — AI compute · RS rank 39 • CEG — Power generation · RS rank 39 • GOOGL — Hyperscalers · RS rank 42 • GEV — Power & thermal · RS rank 45 • NVT — Power & thermal · RS rank 47 • INTC — Foundry & IDM · RS rank 49 • ETN — Power & thermal · RS rank 51 • KLAC — Semicap equipment · RS rank 53 • AMZN — Hyperscalers · RS rank 55 📈 …and 20 more
