Themes · Ai_infra

Narrative basket·№6 of the day·As of 2026-09-10

AI Compute & Networking Hardware/ №6

AI compute, networking, optical, memory, and server infrastructure.

As of 2026-09-10, AI Compute & Networking Hardware ranks №6 among themes for that session with a composite score of 49/100 and median member RS of 87.

Composite: 49_/100
Median RS: 87
Breadth > 50dma: 47%
% at Highs: 0%
Accumulation: 7%
$-Vol Δ: -16%

Score history · last 60 sessionsLast 49·Range 34–72

Members_{30 tickers}

Ticker / whyRSTrendHighAccum$Vol

SNDKEnterprise flash storage.

RS 99

50D

ACCUM

-30%$14.7B$21.1B

MUHBM and server memory.

RS 99

50D

-2%$25.6B$26.2B

DELLAI servers and rack systems.

RS 99

50D

ACCUM

-27%$3.0B$4.1B

LITEData-center optical components.

RS 98

50D

-11%$3.7B$4.2B

STXCloud mass storage.

RS 98

50D

-13%$2.8B$3.2B

WDCCloud hard-drive storage.

RS 98

-30%$2.1B$3.0B

AMDAI accelerators and server processors.

RS 97

50D

-8%$8.0B$8.8B

MRVLCustom AI silicon and networking.

RS 97

50D

-34%$3.7B$5.6B

AAOIOptical data-center transceivers.

RS 97

-49%$587.5M$1.1B

HPEAI systems and networking.

RS 97

50D

-13%$1.1B$1.3B

PENGAI and HPC systems.

RS 95

-37%$50.7M$80.1M

COHRData-center optical components.

RS 91

-20%$1.7B$2.1B

GLWData-center optical fiber.

RS 90

50D

-37%$893.9M$1.4B

ALABAI connectivity silicon.

RS 88

-13%$918.5M$1.1B

CIENOptical data transport.

RS 87

-8%$853.1M$925.1M

ANETAI data-center Ethernet.

RS 85

50D

-51%$532.4M$1.1B

TSMAdvanced foundry and packaging.

RS 83

50D

-8%$3.6B$3.9B

CSCOData-center networking.

RS 78

-42%$1.2B$2.1B

VRTData-center power, cooling and racks.

RS 76

+111%$2.5B$1.2B

APHData-center interconnect.

RS 73

+16%$1.0B$903.5M

NVDAAI GPUs and networking.

RS 71

50D

-18%$23.3B$28.3B

SMCIAI servers and racks.

RS 68

50D

-48%$1.0B$1.9B

CLSAI hardware-platform manufacturing.

RS 57

-43%$423.3M$748.3M

AVGOCustom AI accelerators and switching.

RS 46

-6%$8.6B$9.2B

TELData-center connectors.

RS 43

-17%$340.6M$410.4M

MODData-center liquid cooling.

RS 39

-27%$179.8M$247.7M

CRDOAI-cluster high-speed connectivity.

RS 38

-22%$1.1B$1.4B

FNOptical hardware manufacturing.

RS 24

-48%$252.6M$484.3M

TSSIAI rack integration.

RS 21

+165%$26.0M$9.8M

PEverpure operates an integrated storage and data-management platform that directly supports AI, HPC, and data-infrastructure workloads.

RS --

50D

-49%$184.6M$361.3M

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