StratDeckAI Infrastructure
AI Infrastructure briefings
Every daily AI Infrastructure briefing StratDeck has published: what changed in the AI trade, and why it mattered, newest first.
- A broad, sharp sell-off hit AI infrastructure names across every subsector despite the group's underlying breadth still improving on the week.
- Broadcom crossed below its 200 EMA today, the only compute-group name to break down technically.
- Networking breadth cracked from 100% to 62% above the 200 EMA even as Corning, Coherent and Ciena rallied on a Verizon deal, while Astera Labs sank 6.9%.
- Memory names rip higher on supply-shortage warnings, with Sandisk, Micron and Western Digital all posting outsized gains and memory breadth holding at 100% above the 200 EMA.
- Memory and semicap stocks led a broad-based rally, with semicap now at 100% of names above their 200 EMA.
- Breadth in the AI infrastructure trade deteriorated sharply this week, led by compute, semicap, networking and power.
- Networking and dc-infrastructure breadth collapsed while compute stayed strong, diverging within the AI trade.
- AI infrastructure breadth deteriorated sharply across nearly every sub-sector this week, with dc-infrastructure and power now firmly below 50% of names above their 200DMA.
- Compute breadth hit 100% above the 200DMA, up from 89% a week ago, led by Qualcomm's cross.
Get it by email
Each day's AI infrastructure briefing, with market strength, the biggest movers, earnings and catalysts coming up and the names sitting at their 200-day EMA, in one five-minute email every weekday before the New York open and on Saturdays. On Mondays it also looks back at last week.