Every listing against its 200 EMA, on two timeframes. Where the opportunities are.

75% above the 200 EMA on the daily, from 81% a week ago.Strong but weakening.

Live signals

• 1D10
• 1W10

Largest names

• NVDA · NVIDIA Corporation+5.8% 1WStrong buy
• AAPL · Apple Inc.+0.7% 1WBuy
• GOOGL · Alphabet Inc.-2.1% 1WStrong buy
• MSFT · Microsoft Corporation-2.6% 1WStrong buy

Largest names at the line

• META · Meta Platforms, Inc.ReversalStrong buy
• KLAC · KLA CorporationContinuation · BuyBuy
• APH · Amphenol CorporationContinuation · BuyStrong buy
• ENR.DE · Siemens Energy AGContinuation · BuyBuy

Fresh daily crosses

• ADBE ↓
• APH ↓
• CEG ↑
• COHR ↑
• KLAC ↑
• PG ↓
• and 7 more

The AI Terminal

The AI build-out as one trade: what changed, by segment, and what is coming.

72% of AI Infrastructure above the 200 EMA, from 70% a week ago.

• Compute+3.2%78%
• Semiconductor equipment-0.3%100%
• Memory+7.9%100%
• Networking-9.4%63%
• Servers+10.8%100%
• Data-centre infrastructure+2.3%67%
• Power-0.3%58%
• Hyperscalers-1.2%60%
• Neoclouds+5.8%50%

What changed4 Sept

Breadth in the AI infrastructure trade deteriorated sharply this week, led by compute, semicap, networking and power.

Next up

• 10 SeptOracle (ORCL) earnings
• 11 SeptUS CPI (August print)
• 15 SeptFOMC meeting + projections