What is this site?
A live dashboard tracking 134 stocks across the AI infrastructure buildout — the companies making the hardware, chips, power, cooling, and cloud compute that AI runs on.
The core thesis: AI needs enormous compute, power, and networking to run. The companies building that physical infrastructure — not the AI model companies themselves — are where capital flows first and fastest. This dashboard tracks those chokepoints.
Why these 134 stocks?
Every name on this list sits somewhere in the physical supply chain of AI: the chips that run models (NVDA, AMD), the optics connecting data centers (COHR, AAOI), power infrastructure (VRT, ETN), memory (MU), networking retimers (ALAB, CRDO), and the neoclouds renting the compute (NBIS, CRWV). They're organized into 15 baskets by function — so you can see which part of the stack is leading at any given time.
What the tabs do
Watchlist
All 134 stocks with live prices, % change, RS vs SPY, RSI, volume, streak badges, and sparklines. Your main screen for monitoring the book.
Signals
Top Signal Setups (composite score), RS leaders, volume spikes, near-highs, RSI extremes, and the basket rotation heatmap. Where you find names worth acting on.
Earnings
Upcoming earnings for key names with countdowns, beat history, and consensus estimates. Critical for timing entries around catalysts.
Daily Brief
An AI-generated written summary of what happened today and why — basket leaders, streaks, breadth, and what to watch tomorrow.
Portfolio
Your personal positions with live P&L, signal scores, a waterfall return chart, and an RS vs return scatter showing where each position stands.
How to use it
Start with Signals, not the Watchlist. The Watchlist is for monitoring names you already own. Signals is for finding names worth owning.
Finding candidates
1
Read the breadth bar first
The average move number at the top tells you the tape immediately. Red below -1.5% = distribution, don't be aggressive. Green above +1.5% = accumulation, good day to look for entries. The Accum/Dist label and breadth bar give you the same read at a glance.
2
Check Top Signal Setups
This is a composite score combining RS streak, volume, RSI, and price structure. It surfaces stocks where multiple signals are aligned before a move — not stocks that already moved. Think of it as your pre-move watchlist.
3
Cross-reference RS Leaders with Volume Spikes
A name on both lists is showing strong price AND strong volume. That's institutional conviction, not a retail blip. Those names belong at the top of your focus list.
4
Click any ticker to open the drawer
The drawer shows price, RS vs SPY, RS streak, vol vs average, RSI, 3M range position, and the earnings countdown. Check the streak — a stock that's been beating SPY 3+ days in a row is showing persistent institutional buying. Check the earnings date — proximity to a catalyst changes the risk profile.
5
Check the heatmap for basket context
Single-name strength in a weak basket is fragile. Single-name strength in the leading basket is high conviction. Switch the range bar to 1W or 1M for a cleaner read on which baskets have real momentum vs just a good day.
Key terms explained
Plain English definitions for everything you'll see on this dashboard.
RSI
Relative Strength Index. A 0–100 number measuring momentum. Above 70 = extended, may pull back. Below 35 = oversold, may bounce. 45–65 = healthy range for a stock in an uptrend.
RS vs SPY
How the stock is performing relative to the S&P 500. If a stock is +5% and SPY is +2%, the RS is +3%. Positive RS means institutional money is choosing this stock over the index.
RS streak RS+3
How many consecutive days a stock has beaten SPY. Streaks reset to zero the moment the stock underperforms or goes flat. RS+3 means 3 straight days of outperformance — a rare and meaningful signal.
Vol streak VOL+2
How many consecutive days volume has run at 1.5x or more above the 20-day average. Persistent elevated volume means sustained institutional interest, not a one-day event.
COIL / CONSOL
Price structure signals. COIL = tight range relative to price — the stock is compressing, often before a breakout. CONSOL = moderate consolidation. Both flag stocks setting up rather than extended.
3M range pos.
Where the stock sits within its 3-month high/low range. 90% = near the top of its range. 10% = near the bottom. Stocks near highs in strong baskets tend to keep going. Stocks near lows in weak baskets tend to keep falling.
Breadth
How many of the 134 stocks are up today. 100/134 up = strong accumulation day. 25/134 up = broad distribution. Breadth tells you whether a move in a single stock has market support behind it.
Basket rotation
Money moving between sectors. If Networking led last week but Power & Grid is leading this week, that's rotation. The heatmap shows which baskets are in favor across 1D, 1W, and 1M simultaneously.
Earnings beat
When a company reports results better than consensus estimates. Companies with a consistent beat history (4/4) tend to keep beating. Stocks often drift up in the 2 weeks before earnings on this expectation.
Catalyst
Any event that moves a stock — earnings, product launch, analyst upgrade, contract win. The Earnings tab tracks upcoming catalysts. The drawer shows days until next earnings for each name.
Signal score
A composite 0–100 score used in Top Signal Setups. Combines RS streak, volume, RSI sweet spot, and price structure. Higher score = more signals aligned. It ranks pre-move setups, not stocks that already moved.
Accumulation / Distribution
Accum = majority of the book is up, institutions are buying. Dist = majority is down, institutions are selling. Shown in the breadth bar and the topbar chip. Sets the tone for how aggressive to be.
Reading signals
How to interpret each signal and what it means in practice.
The strongest setups stack multiple signals
Best pre-move setup: RS streak 3+ days AND volume above 1.5x average for multiple days AND RSI between 50–65 AND price in COIL/CONSOL structure AND basket is leading on the 1W heatmap AND earnings within 10–21 days. Five signals pointing the same direction is rare — when it happens, pay attention.
Signal by signal
RS streak 3+ days
The strongest signal on the dashboard. Institutional accumulation leaves this fingerprint — consistent outperformance day after day. One bad day resets the counter to zero, so RS+3 means 3 clean days in a row. Rare. High conviction.
Vol spike 3x+
Something happened. Could be an earnings beat, analyst upgrade, contract win, or sector rotation. Always check why before acting. Volume without a price move = absorption. Volume with a price move = momentum.
RSI oversold (below 35)
Bounce setup — but only if the basket is healthy and it's a single-stock selloff, not a sector-wide move. Don't buy a stock with RSI 30 in a basket that's also red on 1W.
RSI overbought (above 70)
The move has likely happened. Don't chase. Wait for RSI to cool to the 55–65 range before entering. That usually coincides with the stock consolidating after a run — the COIL flag often appears here.
Near 3M high (85%+)
In a strong basket = bullish, stocks near highs tend to keep going. In a weak basket = potential resistance and a crowded long. Context matters more than the number itself.
Consistent beat history
Companies that beat estimates consistently tend to keep doing it. High value in the 2–3 weeks before earnings when pre-earnings drift is most likely. Check the Earnings tab for beat history on each name.
Reading the heatmap
Read it diagonally across timeframes, not just the 1D column. A basket that's red today but green on 1W and 1M is having a bad day in an uptrend — potentially a dip to buy. A basket that's red across all columns has real problems — avoid names in it. A basket that's green today but red on 1M might be early in a rotation — worth monitoring but not chasing yet.
Top Signal Setups — what it's actually doing
The Top Signals panel scores stocks on pre-move setup quality, not on how much they moved today. A stock up 15% today will often score lower than a stock quietly consolidating with an RS+3 streak — because RSI is spiked and price is extended. Use Top Signals to find what's setting up before it moves, then use the RS Leaders and Vol Spikes lists to track what's actively moving.
Daily workflow
A suggested routine for using this dashboard effectively — takes about 10 minutes.
Morning (before market open)
1
Read the Daily Brief
Generated from live data. Gives you the narrative before you look at numbers — which basket led yesterday, what's building a streak, what earnings are coming. Read it before opening the Watchlist.
2
Check the Earnings tab for T-5d or closer
Any name within 5 days of earnings is in a high-volatility window. The drawer shows the countdown and beat history. Know which names in the book are in earnings window before the session starts.
3
Review Top Signal Setups
Check which names are scoring highest on setup quality. These are your candidates for the day — names with aligned signals before anything happens. Keep this list in mind as the session develops.
During market hours (9:30am – 4pm ET)
4
Check breadth at 10am
Give the market 30 minutes to settle. The breadth number at 10am is more reliable than at the open. Under 40/134 up = defensive posture. Over 90/134 up = offensive posture. Let breadth set your aggression level.
5
Cross-reference RS Leaders with Vol Spikes
Names appearing on both lists are showing the cleanest setups intraday. Click them — check if they were already in your morning Top Signals list. If yes, that's strong confluence. If no, investigate why volume is spiking.
6
Check heatmap on 1W for basket confirmation
Is the stock you're looking at in a basket that's been leading for multiple days? Single-name strength in the leading basket is high conviction. Single-name strength in a lagging basket is fragile and often fades.
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 or losing conviction going into tomorrow. Check which streaks extended and which broke.
8
Check the Portfolio tab
Review where each position sits on the RS vs Return scatter. Names in the top-right quadrant (winning + leading) are your highest-quality holds. Names in the bottom-left (losing + lagging) need a thesis check.
What NOT to do
The most common mistakes when using a dashboard like this.
Don't chase stocks with RSI above 75. The move is already priced in. A stock up 15% in a day with RSI 80 is extended — not a buy. Wait for RSI to cool to the 55–65 range before entering. That's usually when the COIL signal appears.
Don't trade on a single signal. One green badge means nothing in isolation. You want RS streak AND volume confirmation AND basket alignment AND a clean RSI before getting conviction. The Top Signals score reflects this — low-scoring stocks are missing too many pieces.
Don't ignore breadth. If 100/134 stocks are down, the market is in distribution. No individual stock setup overrides the overall tape. Wait for breadth to stabilize before being aggressive, even on high-scoring names.
Don't confuse Top Signals with momentum. Top Signals ranks pre-move setups, not stocks that are already moving. A stock up 10% today may not appear in Top Signals at all — that's by design. Use RS Leaders for momentum and Top Signals for setups.
Don't buy into earnings without a plan. Earnings are binary. A 4/4 beat history doesn't guarantee the 5th. If you're holding through earnings, size small enough that a 20% gap down doesn't wreck the position. The Earnings tab shows which names are in the window.
This dashboard is a research tool, not a trading system. It narrows 134 names down to 3–5 worth investigating on any given day. The actual trade decision — sizing, timing, entry price, stop loss — is entirely your responsibility. Nothing on this site is financial advice.