What is this site?
A live dashboard tracking 112 stocks across the AI infrastructure buildout — the companies making the hardware, chips, power, and cooling that AI runs on.
The core thesis: AI needs enormous amounts of compute, power, and networking to run. The companies building that physical infrastructure — not the AI companies themselves — are where the money flows first. This site tracks those chokepoints.
Why these 112 stocks?
These aren't random tech picks. Every stock on this list sits somewhere in the physical supply chain of AI: the chips that run models (NVDA, AMD), the optics that connect data centers (COHR, AAOI), the power infrastructure (VRT, ETN), the memory that stores data (MU, SK Hynix), and the cloud companies renting the compute (NBIS, CoreWeave). They're organized into 15 baskets by what they actually do.
What the tabs do
Watchlist
All 112 stocks with live prices, change, RSI, volume, and streak signals. Your main screen.
Signals
Ranked lists of today's RS leaders, volume spikes, near 3-month highs, and the basket rotation heatmap.
Earnings
Upcoming earnings for key names with countdowns, beat history, and consensus estimates.
Daily Brief
A written summary of what's happening today and why — generated from live data using AI.
Reddit
Most-mentioned tickers on WSB and stocks subreddits in the last two hours. Retail sentiment pulse.
Polymarket
Prediction market odds on AI macro outcomes — NVDA staying #1, bubble burst risk, model race.
How to use it
Start with the Signals tab, not the Watchlist. The Watchlist is where you look at a name you already care about. Signals is where you find names worth caring about.
Finding candidates
1
Check the breadth first
Look at the average move number at the top. If it's red and below -1.5%, it's a distribution day — the market is broadly selling. Don't buy into a falling market. If it's green and above +1.5%, it's an accumulation day — safer to look for entries.
2
Open Signals → check RS Leaders
These are stocks beating the market (SPY) today. A stock up 3% when everything else is down 1% is showing institutional strength. Someone with real money is buying it. That's your shortlist.
3
Cross-reference with Volume Spikes
If a stock is on both the RS Leaders list AND the Volume Spikes list, that's the strongest setup. Strong price + strong volume = conviction move, not a random blip.
4
Click the ticker to open the drawer
Check the streak badge (has it been strong multiple days?), the earnings date (is there a catalyst coming?), and the beat history (does it consistently beat estimates?). Also check the news banner — if volume is spiking, there's usually a reason shown there.
5
Check the heatmap for basket context
If ALAB is strong but the Networking basket is red on 1W — that's one name going against its basket. Riskier. If ALAB is strong AND Networking is the leading basket — that's a much cleaner setup.
Key terms explained
Plain English definitions for everything you'll see on this dashboard.
RSI
Relative Strength Index. A 0-100 number measuring how fast a stock has moved. Above 70 = overbought (may pull back). Below 35 = oversold (may bounce). 40-65 = healthy range.
RS vs SPY
Relative strength versus the S&P 500 ETF. If a stock is +5% and SPY is +2%, the RS is +3%. Positive RS means the stock is outperforming the overall market.
Streak RS+3
How many consecutive days a stock has outperformed SPY (RS+) or underperformed (RS-). A 3-day positive streak in a weak market is a strong signal.
Vol spike VOL+2
Today's volume vs the 20-day average. 2x means twice the normal volume. High volume + price move = institutions are involved, not just retail traders.
3M range pos.
Where the stock sits within its 52-week price range. 90% means near the yearly high. 10% means near the yearly low. Stocks near highs in strong baskets are usually in uptrends.
Breadth
What percentage of the 112 stocks are up today. 80/112 up = healthy market. 20/112 up = broad selling. Low breadth = not a good day to be aggressive.
Distribution day
A day when most stocks fall on high volume — meaning large institutions are selling. Multiple distribution days in a row is a warning sign.
Basket rotation
Money moving from one sector to another. If Power & Grid was leading last week but Photonics is leading this week, that's rotation. The heatmap shows this visually.
Earnings beat
When a company reports results better than Wall Street expected. Consistent beaters (4/4 in beat history) tend to keep beating. The market rewards consistent executors.
Put/Call ratio
Options market sentiment. Low P/C (below 0.5) = more calls than puts = traders are bullish. High P/C (above 1.0) = more puts = traders are hedging or betting on a drop.
Pre-market price
The stock price in extended hours trading before the market opens at 9:30am ET. Especially important the morning after earnings — it tells you what the market thinks of the results before regular trading.
Catalyst
An event that causes a stock to move — earnings, product announcement, analyst upgrade, contract win. The earnings calendar and news banner in the drawer help you track upcoming catalysts.
Reading signals
How to interpret each signal on the dashboard and what it actually means for a trade.
The strongest setups combine multiple signals
Best setup: Stock showing RS+ streak of 3+ days AND volume above 2x average AND RSI between 50-65 (not yet overbought) AND basket is leading on the heatmap AND earnings coming in 10-21 days. That's 5 signals pointing the same direction.
Signal by signal
RS+ streak 3 days
Strong. Institutional accumulation pattern. The longer the streak in a weak overall market, the stronger the signal. Rare — usually fewer than 5 names at any time.
Vol spike 3x+
High importance. Something happened — check the news banner in the drawer. Could be an analyst upgrade, contract win, or earnings preview. Always investigate before acting.
RSI oversold (below 35)
Potential bounce setup, especially if the basket is healthy and it's a one-stock selloff. Don't buy a stock with RSI 30 in a basket that's also trending down.
RSI overbought (above 70)
Don't chase. The move has likely happened. Wait for RSI to cool to 55-65 range, which usually means the stock is consolidating before the next leg up.
Near 3M high (85%+)
In a strong basket, this is bullish — stocks near highs tend to keep going higher. In a weak basket, near-high is a resistance level and a potential short setup.
4/4 beat history
High value heading into earnings. Companies that consistently beat expectations tend to keep doing it. The stock often drifts up in the 2 weeks before earnings (pre-earnings drift).
Reading the heatmap
Read it diagonally, not row by row. A basket that's red today but green on 1W and 1M is just having a bad day in an uptrend — potentially a dip to buy. A basket that's red across all three columns has real problems — avoid names in that basket. A basket that's green today but was red on 1M might be early in a rotation — worth watching closely.
Reddit mentions — how to use it
Reddit retail sentiment is a contrary indicator more often than not. When WSB is extremely bullish on a name, it often means the easy money has already been made. The most useful signal is when a stock in your watchlist suddenly spikes in mentions — that means retail is just finding out about something that may have already moved. Use it to understand what retail is focused on, not as a buy signal.
Daily workflow
A suggested routine for using this dashboard effectively — takes about 10 minutes.
Morning (before market open, 8-9am ET)
1
Read the Daily Brief
Generated from last night's close data. Gives you the narrative before you look at any numbers. What basket led, what's setting up, what earnings are coming.
2
Check Earnings tab for T-3d or closer names
Any name within 3 days of earnings is in a high-volatility window. Pre-market prices in the drawer tell you what the overnight market is thinking.
3
Scan Reddit for overnight sentiment shifts
Did any name in the book suddenly get a lot of Reddit attention? Could mean news broke after hours.
During market hours (9:30am - 4pm ET)
4
Check breadth at 10am
Give the market 30 minutes to settle. Breadth at 10am is more meaningful than at the open. Under 30/112 = defensive posture. Over 70/112 = offensive posture.
5
Open Signals → RS Leaders
Who's leading on a relative basis today? Click each name to check streak length and volume. Names on the RS Leaders list 3 days in a row are your highest-conviction setups.
6
Check the heatmap for basket context
Is the leading stock in a leading basket? Or is it a single name going against its sector? Single-name strength in a weak basket is fragile.
End of day (after 4pm ET)
7
Regenerate the Daily Brief
End-of-day brief captures the full session. Good for understanding what happened and building conviction (or losing it) going into tomorrow.
What NOT to do
The most common mistakes when using a dashboard like this.
Don't buy RSI 75+ stocks. The move is already priced in. High RSI means the stock is extended. Wait for a pullback to the 55-65 range before entering.
Don't trade on a single signal. One green indicator means nothing. You want RS+ streak AND volume AND basket confirmation AND a clean chart before getting conviction.
Don't ignore breadth. If 85/112 stocks are down, the market is in distribution. No individual stock setup matters more than the overall tape. Wait for the market to stabilize.
Don't chase Reddit mentions. By the time a stock is blowing up on WSB, the institutions that moved it are already planning their exit. Reddit is a sentiment gauge, not a buy signal.
Don't buy before earnings without a plan. Earnings are binary events. A 4/4 beat history doesn't guarantee a 5th beat. If you're holding through earnings, size accordingly — meaning small enough that a 20% drop doesn't wreck you.
This dashboard is a research tool, not a trading system. It narrows 112 names down to 3-5 worth investigating on any given day. The actual trade decision — sizing, timing, entry price, stop loss — requires additional research and is entirely your responsibility. Nothing on this site is financial advice.