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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MU | Technology | Memory & storage | 98 | 6.87 | 0.59 | 0.95 | Memory & storage | watchlistLong @ 948.40· TP 1133.99· SL 848.95 Constructive uptrend; pulling back to 50-day SMA support at $948 | ||||||||||||||||||
| SNDK | Technology | Memory & storage | 98 | 9.50 | 0.85 | 0.97 | Memory & storage | watchlistLong @ 1,730· TP 2,100· SL 1,411 Constructive long-term trend but currently below 50-day SMA; awaiting reclaim of $1730. | ||||||||||||||||||
| DELL | Technology | AI servers | 95 | 7.03 | 0.76 | 1.57 | AI servers | pipelineLong @ 457.54· TP 469.47· SL 418.39 Bullish stack with price reclaiming momentum; trigger on break of $457.54 for trend continuation. | ||||||||||||||||||
| STX | Technology | Memory & storage | 92 | 7.99 | 1.21 | 1.34 | Memory & storage | pipelineLong @ 915· TP 1,030· SL 845 Bullish setup: Price reclaiming SMA50 and basing above $880; trigger at $915 break for momentum run. | ||||||||||||||||||
| AMD | Technology | AI compute | 90 | 5.97 | 0.81 | 0.97 | AI compute | pipelineLong @ 557.89· TP 584.73· SL 505.39 Bullish trend with price consolidating above 20/50 SMAs; trigger on break of $558 recent high. | ||||||||||||||||||
| WDC | Technology | Memory & storage | 87 | 7.96 | 0.65 | 1.13 | Memory & storage | watchlistLong @ 566.17· TP 650· SL 513.84 Constructive long-term trend pulling back to SMA50 support; awaiting reclaim of $566.17. | ||||||||||||||||||
| INTC | Technology | Foundry & IDM | 87 | 6.64 | 0.63 | 0.69 | Foundry & IDM | watchlistLong @ 116.42· TP 133.99· SL 94.50 Constructive long-term trend but currently pulling back below SMA 50; awaiting reclaim of $116.42. | ||||||||||||||||||
| NBIS | Technology | Neocloud | 84 | 9.97 | 0.91 | 1.15 | Neocloud | watchlistLong @ 226.05· TP 260· SL 194 Pulling back to support near SMA200; awaiting reclaim of SMA50 ($226.05) for momentum confirmation. | ||||||||||||||||||
| HPE | Technology | AI servers | 82 | 5.28 | 0.51 | 1.37 | AI servers | pipelineLong @ 49.60· TP 58· SL 43.50 Clean uptrend with price basing above 20/50 SMAs; trigger on break of $49.56 high. | ||||||||||||||||||
| ALAB | Technology | Networking & optics | 79 | 9.40 | 0.52 | 1.29 | Networking & optics | watchlistLong @ 346· TP 383· SL 300 Constructive long-term trend but currently below SMA50; awaiting reclaim of $346 or bounce from $300 support. |
Showing 10 of 45
AI Supercycle 45 names tracked · 8 in a momentum uptrend · 7 clear momentum + fundamentals • ORCL — Hyperscalers · RS rank 3 • NRG — Power generation · RS rank 5 • MSFT — Hyperscalers · RS rank 8 • CEG — Power generation · RS rank 10 • META — Hyperscalers · RS rank 12 • GEV — Power & thermal · RS rank 15 • MPWR — Power & analog semis · RS rank 15 • AMZN — Hyperscalers · RS rank 18 • AVGO — AI compute · RS rank 21 • ETN — Power & thermal · RS rank 23 ✅ • GFS — Foundry & IDM · RS rank 26 • VST — Power generation · RS rank 26 • ON — Power & analog semis · RS rank 29 • SMCI — AI servers · RS rank 31 • VRT — Power & thermal · RS rank 35 • TLN — Power generation · RS rank 35 • NVDA — AI compute · RS rank 38 ✅ • GOOGL — Hyperscalers · RS rank 40 • COHR — Networking & optics · RS rank 42 • ANET — Networking & optics · RS rank 45 ✅ • TER — Semicap equipment · RS rank 47 • CIEN — Networking & optics · RS rank 49 • NXPI — Power & analog semis · RS rank 51 • TSM — Foundry & IDM · RS rank 53 • POWL — Power & thermal · RS rank 55 …and 20 more
AI Supercycle 45 names tracked · 8 in a momentum uptrend · 6 clear momentum + fundamentals • ORCL — Hyperscalers · RS rank 3 • SMCI — AI servers · RS rank 5 • NRG — Power generation · RS rank 8 • CEG — Power generation · RS rank 10 • MSFT — Hyperscalers · RS rank 12 • META — Hyperscalers · RS rank 14 • AVGO — AI compute · RS rank 16 • AMZN — Hyperscalers · RS rank 18 • MPWR — Power & analog semis · RS rank 21 • ETN — Power & thermal · RS rank 23 • VST — Power generation · RS rank 25 • ANET — Networking & optics · RS rank 27 ✅ • TLN — Power generation · RS rank 29 • COHR — Networking & optics · RS rank 31 • GEV — Power & thermal · RS rank 34 📈 • NVDA — AI compute · RS rank 37 • GOOGL — Hyperscalers · RS rank 37 • GFS — Foundry & IDM · RS rank 40 • CIEN — Networking & optics · RS rank 42 • ON — Power & analog semis · RS rank 45 • NXPI — Power & analog semis · RS rank 47 • TSM — Foundry & IDM · RS rank 49 • MOD — Power & thermal · RS rank 51 • TER — Semicap equipment · RS rank 53 • VRT — 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 · 5 in a momentum uptrend · 3 clear momentum + fundamentals • ORCL — Hyperscalers · RS rank 3 • SMCI — AI servers · RS rank 5 • NRG — Power generation · RS rank 8 • CEG — Power generation · RS rank 10 • MSFT — Hyperscalers · RS rank 12 • MPWR — Power & analog semis · RS rank 14 • META — Hyperscalers · RS rank 16 • AVGO — AI compute · RS rank 18 • VST — Power generation · RS rank 21 • ETN — Power & thermal · RS rank 23 • AMZN — Hyperscalers · RS rank 25 • GFS — Foundry & IDM · RS rank 27 • COHR — Networking & optics · RS rank 29 • NVDA — AI compute · RS rank 31 • TLN — Power generation · RS rank 34 • ANET — Networking & optics · RS rank 36 ✅ • MOD — Power & thermal · RS rank 40 • ON — Power & analog semis · RS rank 40 • GOOGL — Hyperscalers · RS rank 40 • CIEN — Networking & optics · RS rank 46 • VRT — Power & thermal · RS rank 46 • TER — Semicap equipment · RS rank 49 • TSM — Foundry & IDM · RS rank 51 • NXPI — Power & analog semis · RS rank 53 • POWL — Power & thermal · RS rank 55 …and 20 more
AI Supercycle 45 names tracked · 4 in a momentum uptrend · 2 clear momentum + fundamentals • ORCL — Hyperscalers · RS rank 3 • SMCI — AI servers · RS rank 5 • NRG — Power generation · RS rank 8 • CEG — Power generation · RS rank 10 • MSFT — Hyperscalers · RS rank 12 • VST — Power generation · RS rank 15 • META — Hyperscalers · RS rank 15 • AVGO — AI compute · RS rank 18 • MPWR — Power & analog semis · RS rank 21 • AMZN — Hyperscalers · RS rank 23 • ETN — Power & thermal · RS rank 25 • COHR — Networking & optics · RS rank 27 • NVDA — AI compute · RS rank 29 • GFS — Foundry & IDM · RS rank 31 • TLN — Power generation · RS rank 34 • CIEN — Networking & optics · RS rank 36 • GOOGL — Hyperscalers · RS rank 38 • ANET — Networking & optics · RS rank 41 ✅ • TER — Semicap equipment · RS rank 41 • VRT — Power & thermal · RS rank 45 • MOD — Power & thermal · RS rank 47 • TSM — Foundry & IDM · RS rank 50 • ON — Power & analog semis · RS rank 50 • LITE — Networking & optics · RS rank 53 • NXPI — Power & analog semis · RS rank 55 …and 20 more
AI Supercycle 45 names tracked · 5 in a momentum uptrend · 4 clear momentum + fundamentals • ORCL — Hyperscalers · RS rank 3 • SMCI — AI servers · RS rank 6 • NRG — Power generation · RS rank 6 • CEG — Power generation · RS rank 10 • MSFT — Hyperscalers · RS rank 12 • VST — Power generation · RS rank 14 • AVGO — AI compute · RS rank 16 • META — Hyperscalers · RS rank 18 • AMZN — Hyperscalers · RS rank 21 • ETN — Power & thermal · RS rank 24 • MPWR — Power & analog semis · RS rank 24 • TLN — Power generation · RS rank 27 • NVDA — AI compute · RS rank 29 • COHR — Networking & optics · RS rank 31 • ANET — Networking & optics · RS rank 36 ✅ • CIEN — Networking & optics · RS rank 36 • TER — Semicap equipment · RS rank 36 • MOD — Power & thermal · RS rank 41 • GOOGL — Hyperscalers · RS rank 41 • VRT — Power & thermal · RS rank 45 • GFS — Foundry & IDM · RS rank 47 • LITE — Networking & optics · RS rank 50 • TSM — Foundry & IDM · RS rank 50 • NXPI — Power & analog semis · RS rank 53 • ON — Power & analog semis · RS rank 55 …and 20 more
AI Supercycle 45 names tracked · 9 in a momentum uptrend · 7 clear momentum + fundamentals • ORCL — Hyperscalers · RS rank 3 • NRG — Power generation · RS rank 5 • CEG — Power generation · RS rank 8 • SMCI — AI servers · RS rank 10 • MSFT — Hyperscalers · RS rank 12 • VST — Power generation · RS rank 14 • META — Hyperscalers · RS rank 16 • AMZN — Hyperscalers · RS rank 18 • AVGO — AI compute · RS rank 21 • ETN — Power & thermal · RS rank 24 ✅ • MPWR — Power & analog semis · RS rank 24 • NVDA — AI compute · RS rank 27 ✅ • TLN — Power generation · RS rank 29 • COHR — Networking & optics · RS rank 31 • ANET — Networking & optics · RS rank 34 ✅ • TER — Semicap equipment · RS rank 36 • GOOGL — Hyperscalers · RS rank 38 • CIEN — Networking & optics · RS rank 40 • TSM — Foundry & IDM · RS rank 43 • MOD — Power & thermal · RS rank 43 • LITE — Networking & optics · RS rank 47 • GEV — Power & thermal · RS rank 49 📈 • NXPI — Power & analog semis · RS rank 51 • GFS — Foundry & IDM · RS rank 54 • VRT — Power & thermal · RS rank 54 …and 20 more
AI Supercycle 45 names tracked · 13 in a momentum uptrend · 11 clear momentum + fundamentals • ORCL — Hyperscalers · RS rank 3 • CEG — Power generation · RS rank 5 • MSFT — Hyperscalers · RS rank 8 • NRG — Power generation · RS rank 10 • VST — Power generation · RS rank 12 • META — Hyperscalers · RS rank 14 • SMCI — AI servers · RS rank 16 • AMZN — Hyperscalers · RS rank 18 • AVGO — AI compute · RS rank 21 • NVDA — AI compute · RS rank 23 ✅ • ETN — Power & thermal · RS rank 25 ✅ • TLN — Power generation · RS rank 27 • MOD — Power & thermal · RS rank 30 • MPWR — Power & analog semis · RS rank 30 • GOOGL — Hyperscalers · RS rank 34 • TER — Semicap equipment · RS rank 36 • TSM — Foundry & IDM · RS rank 38 • CIEN — Networking & optics · RS rank 41 • VRT — Power & thermal · RS rank 41 • ANET — Networking & optics · RS rank 46 ✅ • COHR — Networking & optics · RS rank 46 • GEV — Power & thermal · RS rank 49 📈 • NXPI — Power & analog semis · RS rank 51 • ASML — Semicap equipment · RS rank 53 📈 • POWL — Power & thermal · RS rank 57 …and 20 more
AI Supercycle 45 names tracked · 7 in a momentum uptrend · 5 clear momentum + fundamentals • ORCL — Hyperscalers · RS rank 3 • CEG — Power generation · RS rank 5 • NRG — Power generation · RS rank 8 • VST — Power generation · RS rank 10 • MSFT — Hyperscalers · RS rank 12 • META — Hyperscalers · RS rank 14 • SMCI — AI servers · RS rank 17 • AMZN — Hyperscalers · RS rank 17 • MPWR — Power & analog semis · RS rank 21 • ETN — Power & thermal · RS rank 23 • AVGO — AI compute · RS rank 25 • NVDA — AI compute · RS rank 27 • TER — Semicap equipment · RS rank 29 • MOD — Power & thermal · RS rank 31 • TLN — Power generation · RS rank 35 • GOOGL — Hyperscalers · RS rank 35 • TSM — Foundry & IDM · RS rank 39 • POWL — Power & thermal · RS rank 39 • VRT — Power & thermal · RS rank 42 • COHR — Networking & optics · RS rank 45 • ANET — Networking & optics · RS rank 47 ✅ • GEV — Power & thermal · RS rank 49 📈 • CIEN — Networking & optics · RS rank 52 • ASML — Semicap equipment · RS rank 52 📈 • NXPI — Power & analog semis · RS rank 55 …and 20 more
AI Supercycle 45 names tracked · 17 in a momentum uptrend · 13 clear momentum + fundamentals • ORCL — Hyperscalers · RS rank 3 • CEG — Power generation · RS rank 5 • NRG — Power generation · RS rank 8 • MSFT — Hyperscalers · RS rank 10 • VST — Power generation · RS rank 12 • AMZN — Hyperscalers · RS rank 14 • SMCI — AI servers · RS rank 16 • ETN — Power & thermal · RS rank 18 ✅ • META — Hyperscalers · RS rank 21 • MPWR — Power & analog semis · RS rank 23 • AVGO — AI compute · RS rank 25 • NVDA — AI compute · RS rank 27 ✅ • TLN — Power generation · RS rank 29 • TER — Semicap equipment · RS rank 33 • MOD — Power & thermal · RS rank 33 • GOOGL — Hyperscalers · RS rank 36 • TSM — Foundry & IDM · RS rank 38 ✅ • CIEN — Networking & optics · RS rank 41 • GEV — Power & thermal · RS rank 41 📈 • POWL — Power & thermal · RS rank 45 • NXPI — Power & analog semis · RS rank 47 • ANET — Networking & optics · RS rank 50 ✅ • LITE — Networking & optics · RS rank 50 • ASML — Semicap equipment · RS rank 53 📈 • COHR — Networking & optics · RS rank 57 …and 20 more
AI Supercycle 45 names tracked · 14 in a momentum uptrend · 11 clear momentum + fundamentals • CEG — Power generation · RS rank 3 • NRG — Power generation · RS rank 5 • META — Hyperscalers · RS rank 8 • VST — Power generation · RS rank 11 • ORCL — Hyperscalers · RS rank 11 • MSFT — Hyperscalers · RS rank 14 • ETN — Power & thermal · RS rank 16 ✅ • AMZN — Hyperscalers · RS rank 18 • SMCI — AI servers · RS rank 21 • MPWR — Power & analog semis · RS rank 23 • NVDA — AI compute · RS rank 25 • AVGO — AI compute · RS rank 27 • TLN — Power generation · RS rank 29 • TER — Semicap equipment · RS rank 31 • MOD — Power & thermal · RS rank 34 • GOOGL — Hyperscalers · RS rank 36 • TSM — Foundry & IDM · RS rank 38 ✅ • GEV — Power & thermal · RS rank 40 📈 • CIEN — Networking & optics · RS rank 42 • POWL — Power & thermal · RS rank 45 • NXPI — Power & analog semis · RS rank 47 • LITE — Networking & optics · RS rank 49 • ANET — Networking & optics · RS rank 52 • NVT — Power & thermal · RS rank 52 • COHR — Networking & optics · RS rank 57 …and 20 more
