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 | 6.05 | 2.74 | 1.13 | AI servers | pipelineLong @ 531· TP 600· SL 462 Bullish momentum breakout; entry trigger at $520 clear of recent high with stop at $462 (SMA20). | ||||||||||||||||||
| MU | Technology | Memory & storage | 97 | 4.47 | 0.60 | 0.73 | Memory & storage | pipelineLong @ 975· TP 1,011· SL 930 Strong AI-basket momentum; basing above 50-day SMA. Trigger on break of $975 with stop at $930. | ||||||||||||||||||
| HPE | Technology | AI servers | 95 | 5.26 | 3.71 | 1.24 | AI servers | pipelineLong @ 55.23· TP 59.82· SL 49.90 Bullish stack with price basing near 50-day SMA; trigger on break of $55.23 high. | ||||||||||||||||||
| SNDK | Technology | Memory & storage | 92 | 6.78 | 0.59 | 0.79 | Memory & storage | watchlistLong @ 1562.15· TP 1786.85· SL 1,475 Constructive long-term trend; awaiting reclaim of 50-day SMA ($1562) to trigger long. | ||||||||||||||||||
| ANET | Technology | Networking & optics | 90 | 3.76 | 0.55 | 1.21 | Networking & optics | watchlistLong @ 194.26· TP 214· SL 182 Constructive uptrend; pulling back toward 50-day SMA support. Trigger on reclaim of 20-day SMA ($194.26). | ||||||||||||||||||
| LITE | Technology | Networking & optics | 88 | 7.46 | 0.71 | 1.22 | Networking & optics | watchlistLong @ 884.33· TP 956.14· SL 816 Constructive uptrend; pulling back to SMA 50 support at $816. Entry trigger on reclaim of SMA 20. | ||||||||||||||||||
| AMD | Technology | AI compute | 86 | 3.33 | 0.59 | 0.78 | AI compute | watchlistLong @ 475.49· TP 521.95· SL 429.56 Constructive long-term trend but currently pulling back; watching for reclaim of SMA20 (475.49) to trigger. | ||||||||||||||||||
| STX | Technology | Memory & storage | 83 | 5.66 | 0.62 | 1.04 | Memory & storage | watchlistLong @ 852· TP 995· SL 747 Constructive long-term trend but currently below SMA50; watching for reclaim of $852 to trigger momentum. | ||||||||||||||||||
| MSFT | Technology | Hyperscalers | 83 | 1.86 | 0.66 | 2.12 | Hyperscalers | pipelineLong @ 513.53· TP 540· SL 480 Bullish SMA stack with price consolidating near SMA20; trigger on break above 513.50. | ||||||||||||||||||
| NVDA | Technology | AI compute | 79 | 2.59 | 1.02 | 1.07 | AI compute | pipelineLong @ 236.54· TP 260· SL 215 Strong uptrend with bullish SMA stack; entry on break of recent high $236.54 or pullback to $220. |
Showing 10 of 45
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
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 · 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
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
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
AI Supercycle 45 names tracked · 6 in a momentum uptrend · 5 clear momentum + fundamentals • MOD — Power & thermal · RS rank 4 • ORCL — Hyperscalers · RS rank 4 • GFS — Foundry & IDM · RS rank 8 • NXPI — Power & analog semis · RS rank 10 • ON — Power & analog semis · RS rank 12 • NRG — Power generation · RS rank 14 • VST — Power generation · RS rank 17 • TLN — Power generation · RS rank 17 • POWL — Power & thermal · RS rank 21 • MPWR — Power & analog semis · RS rank 24 • META — Hyperscalers · RS rank 24 • CEG — Power generation · RS rank 27 • VRT — Power & thermal · RS rank 29 • AVGO — AI compute · RS rank 31 • GEV — Power & thermal · RS rank 34 • CIEN — Networking & optics · RS rank 36 • ARM — AI compute · RS rank 38 • COHR — Networking & optics · RS rank 40 • GOOGL — Hyperscalers · RS rank 42 • INTC — Foundry & IDM · RS rank 45 • NVT — Power & thermal · RS rank 47 • ETN — Power & thermal · RS rank 49 • KLAC — Semicap equipment · RS rank 51 • NVDA — AI compute · RS rank 54 ✅ • ALAB — Networking & optics · RS rank 54 …and 20 more
AI Supercycle 45 names tracked · 6 in a momentum uptrend · 5 clear momentum + fundamentals • GFS — Foundry & IDM · RS rank 3 • MOD — Power & thermal · RS rank 5 • NXPI — Power & analog semis · RS rank 9 • ORCL — Hyperscalers · RS rank 9 • ON — Power & analog semis · RS rank 12 • TLN — Power generation · RS rank 15 • NRG — Power generation · RS rank 15 • VST — Power generation · RS rank 18 • POWL — Power & thermal · RS rank 21 • MPWR — Power & analog semis · RS rank 23 • CEG — Power generation · RS rank 25 • COHR — Networking & optics · RS rank 28 • META — Hyperscalers · RS rank 28 • CIEN — Networking & optics · RS rank 33 • VRT — Power & thermal · RS rank 33 • AVGO — AI compute · RS rank 36 • GEV — Power & thermal · RS rank 38 • ARM — AI compute · RS rank 40 • SMCI — AI servers · RS rank 42 • GOOGL — Hyperscalers · RS rank 45 • INTC — Foundry & IDM · RS rank 47 • NVDA — AI compute · RS rank 49 ✅ • KLAC — Semicap equipment · RS rank 51 • ALAB — Networking & optics · RS rank 53 • NVT — Power & thermal · RS rank 55 …and 20 more
AI Supercycle 45 names tracked · 8 in a momentum uptrend · 7 clear momentum + fundamentals • GFS — Foundry & IDM · RS rank 5 • NXPI — Power & analog semis · RS rank 5 • ORCL — Hyperscalers · RS rank 5 • NRG — Power generation · RS rank 10 • ON — Power & analog semis · RS rank 12 • MOD — Power & thermal · RS rank 14 • VST — Power generation · RS rank 16 • TLN — Power generation · RS rank 18 • META — Hyperscalers · RS rank 21 • POWL — Power & thermal · RS rank 23 • CEG — Power generation · RS rank 25 • MPWR — Power & analog semis · RS rank 27 • VRT — Power & thermal · RS rank 29 • AVGO — AI compute · RS rank 31 • CIEN — Networking & optics · RS rank 34 • GOOGL — Hyperscalers · RS rank 36 • COHR — Networking & optics · RS rank 38 • GEV — Power & thermal · RS rank 40 • ARM — AI compute · RS rank 42 • NVDA — AI compute · RS rank 45 ✅ • AMZN — Hyperscalers · RS rank 47 📈 • INTC — Foundry & IDM · RS rank 49 • NVT — Power & thermal · RS rank 51 • SMCI — AI servers · RS rank 53 • TSM — Foundry & IDM · RS rank 55 …and 20 more
