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 | 4.70 | 0.68 | 1.24 | AI servers | watchlistLong @ 513.37· TP 575· SL 445 Constructive long-term trend but currently pulling back; watching for reclaim of SMA 50 ($513.37) to confirm bounce. | ||||||||||||||||||
| HPE | Technology | AI servers | 97 | 4.96 | 0.67 | 1.20 | AI servers | watchlistLong @ 59.45· TP 68· SL 54.50 Constructive long-term trend but currently below SMA50; looking for reclaim of $59.45. | ||||||||||||||||||
| MRVL | Technology | AI compute | 95 | 5.42 | 0.78 | 1.20 | AI compute | watchlistLong @ 242.05· TP 261.04· SL 227.83 Constructive long-term trend but short-term pullback; awaiting reclaim of SMA50 at $242.05. | ||||||||||||||||||
| AMD | Technology | AI compute | 92 | 3.82 | 0.76 | 1.26 | AI compute | watchlistLong @ 539.54· TP 602.08· SL 515 Constructive long-term trend; awaiting reclaim of SMA 50 ($539.54) to confirm short-term pivot. | ||||||||||||||||||
| MU | Technology | Memory & storage | 90 | 3.95 | 0.76 | 1.09 | Memory & storage | watchlistLong @ 984.36· TP 1096.16· SL 878 Constructive long-term trend but currently below SMA 50; awaiting reclaim of $985 to confirm swing pivot. | ||||||||||||||||||
| MSFT | Technology | Hyperscalers | 88 | 2.09 | 0.67 | 1.23 | Hyperscalers | pipelineLong @ 543.45· TP 565· SL 518 Bullish stack with price consolidating near 20-day SMA; trigger on break of $543.45 high. | ||||||||||||||||||
| TSM | Technology | Foundry & IDM | 86 | 2.36 | 1.23 | 1.12 | Foundry & IDM | watchlistLong @ 434.50· TP 480· SL 412 Constructive long-term trend; pulling back to SMA50/support zone. Long trigger on reclaim of $435. | ||||||||||||||||||
| LITE | Technology | Networking & optics | 84 | 6.34 | 0.95 | 1.04 | Networking & optics | watchlistLong @ 835· TP 930· SL 780 Price pulling back to SMA200 support; awaiting bullish reversal or reclaim of SMA50. | ||||||||||||||||||
| SMCI | Technology | AI servers | 82 | 5.46 | 0.98 | 1.28 | AI servers | dismissed Structure broken; price has collapsed below 20/50/200 SMAs to test absolute lows. | ||||||||||||||||||
| NVDA | Technology | AI compute | 79 | 2.15 | 0.69 | 0.99 | AI compute | watchlistLong @ 223· TP 243· SL 203 Constructive long-term trend; pulling back to SMA200 support. Trigger on reclaim of SMA50 at 223. |
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AI Supercycle 45 names tracked · 2 in a momentum uptrend · 1 clear momentum + fundamentals • MOD — Power & thermal · RS rank 3 • VRT — Power & thermal · RS rank 5 • NRG — Power generation · RS rank 8 • POWL — Power & thermal · RS rank 10 • COHR — Networking & optics · RS rank 12 • KLAC — Semicap equipment · RS rank 14 • CRDO — Networking & optics · RS rank 17 • GFS — Foundry & IDM · RS rank 17 • AVGO — AI compute · RS rank 21 • WDC — Memory & storage · RS rank 23 • AMAT — Semicap equipment · RS rank 25 • ON — Power & analog semis · RS rank 27 • GEV — Power & thermal · RS rank 29 • CIEN — Networking & optics · RS rank 31 • ARM — AI compute · RS rank 35 • MPWR — Power & analog semis · RS rank 35 • VST — Power generation · RS rank 39 • ORCL — Hyperscalers · RS rank 39 • LRCX — Semicap equipment · RS rank 42 • ETN — Power & thermal · RS rank 47 • NXPI — Power & analog semis · RS rank 47 • NBIS — Neocloud · RS rank 47 • NVT — Power & thermal · RS rank 51 • CEG — Power generation · RS rank 53 • STX — Memory & storage · RS rank 57 …and 20 more
AI Supercycle 45 names tracked · 1 in a momentum uptrend · 1 clear momentum + fundamentals • MOD — Power & thermal · RS rank 3 • NRG — Power generation · RS rank 5 • VRT — Power & thermal · RS rank 8 • POWL — Power & thermal · RS rank 10 • GFS — Foundry & IDM · RS rank 12 • AVGO — AI compute · RS rank 14 • ON — Power & analog semis · RS rank 16 • KLAC — Semicap equipment · RS rank 18 • WDC — Memory & storage · RS rank 21 • CRDO — Networking & optics · RS rank 24 • COHR — Networking & optics · RS rank 24 • AMAT — Semicap equipment · RS rank 28 • MPWR — Power & analog semis · RS rank 28 • NXPI — Power & analog semis · RS rank 31 • CIEN — Networking & optics · RS rank 35 • ORCL — Hyperscalers · RS rank 35 • GEV — Power & thermal · RS rank 38 • TLN — Power generation · RS rank 40 • VST — Power generation · RS rank 42 • LRCX — Semicap equipment · RS rank 45 • ETN — Power & thermal · RS rank 47 • ARM — AI compute · RS rank 49 • NVT — Power & thermal · RS rank 51 • STX — Memory & storage · RS rank 53 • CEG — Power generation · 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 · 2 in a momentum uptrend · 2 clear momentum + fundamentals • MOD — Power & thermal · RS rank 3 • NRG — Power generation · RS rank 5 • VRT — Power & thermal · RS rank 8 • POWL — Power & thermal · RS rank 10 • ON — Power & analog semis · RS rank 12 • AVGO — AI compute · RS rank 14 • GFS — Foundry & IDM · RS rank 17 • NXPI — Power & analog semis · RS rank 17 • KLAC — Semicap equipment · RS rank 21 • CIEN — Networking & optics · RS rank 24 • WDC — Memory & storage · RS rank 24 • GEV — Power & thermal · RS rank 27 • CRDO — Networking & optics · RS rank 30 • AMAT — Semicap equipment · RS rank 30 • COHR — Networking & optics · RS rank 36 • TLN — Power generation · RS rank 36 • MPWR — Power & analog semis · RS rank 36 • VST — Power generation · RS rank 40 • ORCL — Hyperscalers · RS rank 42 • LRCX — Semicap equipment · RS rank 45 • CEG — Power generation · RS rank 47 • ETN — Power & thermal · RS rank 49 • GOOGL — Hyperscalers · RS rank 52 • AMZN — Hyperscalers · RS rank 52 • NVT — Power & thermal · RS rank 55 …and 20 more
AI Supercycle 45 names tracked · 11 in a momentum uptrend · 10 clear momentum + fundamentals • NRG — Power generation · RS rank 3 • MOD — Power & thermal · RS rank 5 • GFS — Foundry & IDM · RS rank 8 • VRT — Power & thermal · RS rank 10 • POWL — Power & thermal · RS rank 12 • NXPI — Power & analog semis · RS rank 14 • AVGO — AI compute · RS rank 16 • WDC — Memory & storage · RS rank 18 • KLAC — Semicap equipment · RS rank 21 • ON — Power & analog semis · RS rank 23 • CIEN — Networking & optics · RS rank 25 • AMAT — Semicap equipment · RS rank 27 • MPWR — Power & analog semis · RS rank 29 • VST — Power generation · RS rank 31 • TLN — Power generation · RS rank 34 • CRDO — Networking & optics · RS rank 36 • GEV — Power & thermal · RS rank 38 • COHR — Networking & optics · RS rank 41 • ORCL — Hyperscalers · RS rank 41 • LRCX — Semicap equipment · RS rank 45 • GOOGL — Hyperscalers · RS rank 48 • AMZN — Hyperscalers · RS rank 48 📈 • ETN — Power & thermal · RS rank 51 ✅ • ARM — AI compute · RS rank 53 • CEG — Power generation · RS rank 55 …and 20 more
AI Supercycle 45 names tracked · 13 in a momentum uptrend · 11 clear momentum + fundamentals • NRG — Power generation · RS rank 3 • MOD — Power & thermal · RS rank 5 • VRT — Power & thermal · RS rank 8 • GFS — Foundry & IDM · RS rank 10 • NXPI — Power & analog semis · RS rank 12 • AVGO — AI compute · RS rank 14 • POWL — Power & thermal · RS rank 16 • ON — Power & analog semis · RS rank 18 • ORCL — Hyperscalers · RS rank 21 • WDC — Memory & storage · RS rank 23 • GEV — Power & thermal · RS rank 25 • VST — Power generation · RS rank 27 • TLN — Power generation · RS rank 29 • ARM — AI compute · RS rank 31 • KLAC — Semicap equipment · RS rank 34 • CRDO — Networking & optics · RS rank 38 • CIEN — Networking & optics · RS rank 38 • GOOGL — Hyperscalers · RS rank 38 • COHR — Networking & optics · RS rank 42 • MPWR — Power & analog semis · RS rank 45 • AMAT — Semicap equipment · RS rank 47 • ETN — Power & thermal · RS rank 49 ✅ • ALAB — Networking & optics · RS rank 51 • LRCX — Semicap equipment · RS rank 53 • AMZN — Hyperscalers · RS rank 55 📈 …and 20 more
AI Supercycle 45 names tracked · 13 in a momentum uptrend · 12 clear momentum + fundamentals • NRG — Power generation · RS rank 3 • MOD — Power & thermal · RS rank 5 • GFS — Foundry & IDM · RS rank 8 • VRT — Power & thermal · RS rank 10 • NXPI — Power & analog semis · RS rank 12 • POWL — Power & thermal · RS rank 14 • AVGO — AI compute · RS rank 16 • ORCL — Hyperscalers · RS rank 18 • ON — Power & analog semis · RS rank 21 • WDC — Memory & storage · RS rank 23 • VST — Power generation · RS rank 25 • TLN — Power generation · RS rank 27 • CRDO — Networking & optics · RS rank 29 • KLAC — Semicap equipment · RS rank 31 • CIEN — Networking & optics · RS rank 35 • GEV — Power & thermal · RS rank 35 • MPWR — Power & analog semis · RS rank 38 • ARM — AI compute · RS rank 41 • GOOGL — Hyperscalers · RS rank 41 • AMZN — Hyperscalers · RS rank 45 • ALAB — Networking & optics · RS rank 48 • COHR — Networking & optics · RS rank 48 • AMAT — Semicap equipment · RS rank 51 • ETN — Power & thermal · RS rank 53 • CEG — Power generation · RS rank 55 …and 20 more
AI Supercycle 45 names tracked · 13 in a momentum uptrend · 11 clear momentum + fundamentals • NRG — Power generation · RS rank 3 • MOD — Power & thermal · RS rank 5 • GFS — Foundry & IDM · RS rank 8 • VRT — Power & thermal · RS rank 10 • NXPI — Power & analog semis · RS rank 12 • ORCL — Hyperscalers · RS rank 14 • POWL — Power & thermal · RS rank 16 • GOOGL — Hyperscalers · RS rank 18 • AVGO — AI compute · RS rank 22 • TLN — Power generation · RS rank 22 • GEV — Power & thermal · RS rank 26 • VST — Power generation · RS rank 26 • KLAC — Semicap equipment · RS rank 29 • WDC — Memory & storage · RS rank 31 • ON — Power & analog semis · RS rank 34 • CRDO — Networking & optics · RS rank 36 • AMZN — Hyperscalers · RS rank 38 • CEG — Power generation · RS rank 40 • ETN — Power & thermal · RS rank 42 ✅ • AMAT — Semicap equipment · RS rank 45 • CIEN — Networking & optics · RS rank 47 • META — Hyperscalers · RS rank 49 • ARM — AI compute · RS rank 51 • MPWR — Power & analog semis · RS rank 53 • STX — Memory & storage · RS rank 55 …and 20 more
AI Supercycle 45 names tracked · 15 in a momentum uptrend · 13 clear momentum + fundamentals • NRG — Power generation · RS rank 3 • MOD — Power & thermal · RS rank 5 • TLN — Power generation · RS rank 8 • VST — Power generation · RS rank 10 • GFS — Foundry & IDM · RS rank 12 • VRT — Power & thermal · RS rank 14 • POWL — Power & thermal · RS rank 16 • NXPI — Power & analog semis · RS rank 18 • GEV — Power & thermal · RS rank 21 • ORCL — Hyperscalers · RS rank 23 • AVGO — AI compute · RS rank 25 • GOOGL — Hyperscalers · RS rank 27 • CIEN — Networking & optics · RS rank 29 • WDC — Memory & storage · RS rank 33 • CEG — Power generation · RS rank 33 • CRDO — Networking & optics · RS rank 36 • KLAC — Semicap equipment · RS rank 39 • ON — Power & analog semis · RS rank 39 • AMZN — Hyperscalers · RS rank 42 • ALAB — Networking & optics · RS rank 45 • ETN — Power & thermal · RS rank 47 ✅ • AMAT — Semicap equipment · RS rank 49 • MPWR — Power & analog semis · RS rank 51 • TSM — Foundry & IDM · RS rank 53 ✅ • ARM — AI compute · RS rank 55 …and 20 more
AI Supercycle 45 names tracked · 18 in a momentum uptrend · 16 clear momentum + fundamentals • NRG — Power generation · RS rank 3 • MOD — Power & thermal · RS rank 5 • GFS — Foundry & IDM · RS rank 8 • VRT — Power & thermal · RS rank 10 • VST — Power generation · RS rank 13 • TLN — Power generation · RS rank 13 • POWL — Power & thermal · RS rank 16 • NXPI — Power & analog semis · RS rank 18 • ORCL — Hyperscalers · RS rank 21 • AVGO — AI compute · RS rank 23 • GEV — Power & thermal · RS rank 25 • KLAC — Semicap equipment · RS rank 27 • CIEN — Networking & optics · RS rank 30 • GOOGL — Hyperscalers · RS rank 30 • CRDO — Networking & optics · RS rank 35 • ON — Power & analog semis · RS rank 35 • CEG — Power generation · RS rank 38 • AMZN — Hyperscalers · RS rank 40 • AMAT — Semicap equipment · RS rank 42 • WDC — Memory & storage · RS rank 45 • ALAB — Networking & optics · RS rank 48 • MPWR — Power & analog semis · RS rank 48 • COHR — Networking & optics · RS rank 52 • ETN — Power & thermal · RS rank 52 ✅ • ARM — AI compute · RS rank 55 …and 20 more
AI Supercycle 45 names tracked · 16 in a momentum uptrend · 14 clear momentum + fundamentals • NRG — Power generation · RS rank 3 • MOD — Power & thermal · RS rank 5 • GFS — Foundry & IDM · RS rank 8 • POWL — Power & thermal · RS rank 10 • TLN — Power generation · RS rank 12 • KLAC — Semicap equipment · RS rank 14 • CIEN — Networking & optics · RS rank 17 • VST — Power generation · RS rank 17 • VRT — Power & thermal · RS rank 21 • CRDO — Networking & optics · RS rank 23 • ORCL — Hyperscalers · RS rank 25 • GEV — Power & thermal · RS rank 27 • NXPI — Power & analog semis · RS rank 29 • ON — Power & analog semis · RS rank 31 • COHR — Networking & optics · RS rank 34 • AVGO — AI compute · RS rank 37 • AMAT — Semicap equipment · RS rank 37 • CEG — Power generation · RS rank 40 • LRCX — Semicap equipment · RS rank 42 • WDC — Memory & storage · RS rank 45 • ALAB — Networking & optics · RS rank 47 • GOOGL — Hyperscalers · RS rank 50 • AMZN — Hyperscalers · RS rank 50 • ETN — Power & thermal · RS rank 53 ✅ • ARM — AI compute · RS rank 55 …and 20 more
