Themes · Ai_infra

Narrative basket·№8 of the day·As of 2026-07-20

AI Infrastructure/ №8

The hardware picks-and-shovels of the AI build-out — compute, networking, optical, memory, servers, storage, and power.

As of 2026-07-20, AI Infrastructure ranks №8 among themes for that session with a composite score of 44/100 and median member RS of 96.

Composite: 44_/100
Median RS: 96
Breadth > 50dma: 17%
% at Highs: 0%
Accumulation: 0%
$-Vol Δ: -39%

Score history · last 60 sessionsLast 44·Range 43–90

Members_{23 tickers}

Ticker / whyRSTrendHighAccum$Vol

SNDKAI NAND/HBF memory; WDC spinoff

RS 99

-29%$17.5B$24.7B

MUHBM memory; AI chokepoint

RS 99

-41%$32.5B$55.2B

LITEsilicon photonics, lasers, optical switch

RS 99

-14%$3.4B$3.9B

WDCAI storage demand; HDD/flash capacity

RS 99

-57%$2.6B$6.1B

STXnearline storage for AI data growth

RS 98

-20%$3.9B$4.9B

DELLAI servers; large backlog

RS 98

50D

-47%$1.8B$3.4B

PENGAI/HPC servers and infrastructure platforms

RS 97

-12%$326.1M$371.4M

AMD#2 AI-GPU vendor; MI400 hyperscaler ramp

RS 97

50D

-25%$11.8B$15.6B

AAOIoptical modules for hyperscale networks

RS 97

-63%$531.5M$1.4B

ALABPCIe/CXL connectivity

RS 97

-63%$910.0M$2.4B

MRVLDC interconnect + custom silicon

RS 97

-58%$4.9B$11.7B

CIENcoherent data-center interconnect

RS 96

-48%$665.6M$1.3B

COHRoptical transceivers for AI clusters

RS 94

-45%$1.0B$1.9B

GLWoptical fiber; NVDA partnership

RS 93

-67%$1.2B$3.6B

CRDOAECs + optical for AI clusters

RS 92

-52%$1.1B$2.3B

GEVgas turbines for AI data centers

RS 90

50D

-15%$2.7B$3.2B

VRTdata-center thermal/power

RS 90

-47%$1.1B$2.1B

MODdata-center thermal management

RS 90

-61%$177.9M$456.2M

ANETAI-fabric switching

RS 75

50D

-33%$1.0B$1.5B

CLShyperscale ODM server/networking

RS 64

-21%$496.8M$631.5M

NVDAcompute monopoly

RS 60

-38%$18.0B$29.3B

AVGOcustom ASICs + networking

RS 58

-46%$5.4B$10.1B

FNoptical-transceiver manufacturing for hyperscalers

RS 56

-11%$532.2M$598.0M

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Members23 tickers

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