AI Build-Out Trend Scanner

As of close: 2026-07-17 SPY 3M: +6.2% Regime: Bull Quotes: connecting… 90 tickers scanned Generated: 2026-07-17

Holdings

Tap ◇ next to any ticker to record a position with your entry price.

Watchlist

Tap ☆ next to any ticker or pick card to add it here.

Today's 5 best risk-tight setups

Auto-picked from Strong Uptrend: Risk to SMA21 between 0–7%, scored by tightness, quality, PEG, and relative strength. Refreshes every weekday at 2 PM PT.

#1 DDOG AI-adjacent Software / SaaS
Entry$258.69
Stop (SMA21)$248.81
Risk/share$9.88
Risk %3.8%
Q 2/4·PEG 1.64·RS +103%EPS in 19d
#2 NTAP Servers & DC Hardware
Entry$163.88
Stop (SMA21)$160.28
Risk/share$3.60
Risk %2.2%
Q 3/4·PEG 1.89·RS +52%
#3 SNOW AI-adjacent Software / SaaS
Entry$268.90
Stop (SMA21)$253.51
Risk/share$15.39
Risk %5.7%
Q 2/4·PEG 6.91·RS +81%
#4 D Utilities (AI power)
Entry$71.04
Stop (SMA21)$69.54
Risk/share$1.50
Risk %2.1%
Q 2/4·PEG 3.03·RS +9%EPS in 13d

Sector heatmap

Sub-themes ranked by average 3-month relative strength vs SPY. Color = momentum tier.

Servers & DC Hardware
RS 3M+50.6%
1M avg-5.6%
Strong1/4 (25%)
Below 2001/4
Memory & Storage
RS 3M+49.1%
1M avg-23.4%
Strong0/3 (0%)
Below 2000/3
AI-adjacent Software / SaaS
RS 3M+49.0%
1M avg+10.1%
Strong4/8 (50%)
Below 2004/8
Chips - GPUs/Accelerators
RS 3M+25.9%
1M avg-14.5%
Strong0/8 (0%)
Below 2000/8
Chips - Equipment
RS 3M+9.3%
1M avg-10.9%
Strong0/6 (0%)
Below 2000/6
Chips - Other
RS 3M+6.0%
1M avg-15.5%
Strong0/7 (0%)
Below 2000/7
Power Gen Equipment
RS 3M+3.0%
1M avg-5.5%
Strong0/3 (0%)
Below 2000/3
Hyperscalers / Cloud
RS 3M-2.1%
1M avg-4.7%
Strong1/8 (12%)
Below 2003/8
Networking & Optical
RS 3M-3.8%
1M avg-16.9%
Strong0/9 (0%)
Below 2001/9
Industrial Gases (fab)
RS 3M-4.6%
1M avg+2.5%
Strong0/2 (0%)
Below 2000/2
Power & Cooling Infra
RS 3M-4.6%
1M avg-7.8%
Strong0/11 (0%)
Below 2000/11
Data Center REITs
RS 3M-9.8%
1M avg-6.7%
Strong0/4 (0%)
Below 2001/4
Utilities (AI power)
RS 3M-9.8%
1M avg-0.8%
Strong1/9 (11%)
Below 2003/9
Nuclear / SMR / Uranium
RS 3M-39.2%
1M avg-21.1%
Strong0/8 (0%)
Below 2008/8

Pick performance

Forward returns of past pick sets, computed against current prices. Newest first.

Overall (68 picks across 14 days): win rate 9%, avg -8.22%
Picks of 2026-07-16
Win 0% · Avg -0.90% · Best +-0.41% · Worst -1.38%
TickerEntryNowReturn
DDOG$262.32$258.69-1.38%
D$71.69$71.04-0.91%
SNOW$270.02$268.90-0.41%
Picks of 2026-07-15
Win 40% · Avg -1.24% · Best +1.10% · Worst -3.31%
TickerEntryNowReturn
D$70.97$71.04+0.10%
DDOG$264.46$258.69-2.18%
NTAP$162.10$163.88+1.10%
HPE$47.39$45.82-3.31%
ANET$171.92$168.61-1.93%
Picks of 2026-07-14
Win 0% · Avg -5.77% · Best +-0.36% · Worst -9.55%
TickerEntryNowReturn
AMD$548.13$495.76-9.55%
HPE$49.56$45.82-7.55%
D$71.30$71.04-0.36%
ANET$182.57$168.61-7.65%
ETN$415.52$399.99-3.74%
Picks of 2026-07-13
Win 20% · Avg -1.40% · Best +8.07% · Worst -7.23%
TickerEntryNowReturn
CRWD$187.91$203.08+8.07%
DELL$427.11$396.34-7.20%
NTAP$163.93$163.88-0.03%
AMD$534.39$495.76-7.23%
DDOG$260.24$258.69-0.60%
Picks of 2026-07-10
Win 20% · Avg -9.36% · Best +8.49% · Worst -26.48%
TickerEntryNowReturn
TXN$311.46$284.02-8.81%
DELL$434.97$396.34-8.88%
ALAB$412.97$303.62-26.48%
AMD$557.89$495.76-11.14%
CRWD$187.18$203.08+8.49%
Picks of 2026-07-09
Win 0% · Avg -13.97% · Best +-1.62% · Worst -27.27%
TickerEntryNowReturn
TXN$308.53$284.02-7.94%
AMD$546.72$495.76-9.32%
CRDO$265.65$202.68-23.70%
ALAB$417.45$303.62-27.27%
GEV$1075.26$1057.84-1.62%
Picks of 2026-07-08
Win 0% · Avg -6.96% · Best +-0.92% · Worst -21.65%
TickerEntryNowReturn
DELL$431.97$396.34-8.25%
GEV$1070.99$1057.84-1.23%
NTAP$165.40$163.88-0.92%
CRDO$258.69$202.68-21.65%
AEP$135.90$132.14-2.77%
Picks of 2026-07-07
Win 0% · Avg -3.51% · Best +-1.15% · Worst -5.02%
TickerEntryNowReturn
GE$366.98$348.83-4.95%
LIN$538.23$513.22-4.65%
GEV$1077.08$1057.84-1.79%
DELL$417.28$396.34-5.02%
NTAP$165.78$163.88-1.15%
Picks of 2026-07-06
Win 0% · Avg -10.08% · Best +-2.82% · Worst -27.14%
TickerEntryNowReturn
TSM$451.79$398.37-11.82%
BE$295.05$214.96-27.14%
LIN$540.52$513.22-5.05%
AEP$135.98$132.14-2.82%
TT$487.24$469.98-3.54%
Picks of 2026-07-03
Win 20% · Avg -9.27% · Best +1.85% · Worst -25.29%
TickerEntryNowReturn
ALAB$406.42$303.62-25.29%
AMAT$603.04$529.66-12.17%
D$69.75$71.04+1.85%
AEP$138.51$132.14-4.60%
LIN$546.64$513.22-6.11%
Picks of 2026-07-02
Win 20% · Avg -9.27% · Best +1.85% · Worst -25.29%
TickerEntryNowReturn
ALAB$406.42$303.62-25.29%
AMAT$603.04$529.66-12.17%
D$69.75$71.04+1.85%
AEP$138.51$132.14-4.60%
LIN$546.64$513.22-6.11%
Picks of 2026-07-01
Win 0% · Avg -16.57% · Best +-3.01% · Worst -25.18%
TickerEntryNowReturn
AMD$540.88$495.76-8.34%
TER$427.34$322.36-24.57%
CRDO$259.09$202.68-21.77%
TT$484.58$469.98-3.01%
INTC$127.02$95.04-25.18%
Picks of 2026-06-30
Win 0% · Avg -13.02% · Best +-0.75% · Worst -26.60%
TickerEntryNowReturn
WDC$638.72$477.22-25.28%
DELL$431.46$396.34-8.14%
TT$491.16$469.98-4.31%
GNRC$292.81$214.91-26.60%
ANET$169.88$168.61-0.75%
Picks of 2026-06-29
Win 0% · Avg -10.84% · Best +-2.16% · Worst -24.28%
TickerEntryNowReturn
TSM$455.10$398.37-12.47%
AMD$539.49$495.76-8.11%
ASML$1883.11$1747.58-7.20%
GNRC$283.81$214.91-24.28%
TT$480.35$469.98-2.16%

Strong Uptrend 7 candidates

Price > 21EMA > 50SMA > 200SMA, with 50SMA sloping up. Primary long candidates.

Ticker Group Mkt Cap Price 1D SMA10 stop SMA21 stop Risk to SMA10 Risk to SMA21 Quality PEG SMA50 1M 3M RS 3M % 52wH 50slope Vol 10/50
PANWAI-adjacent Software / SaaS$265.6B358.68342.93325.344.4%9.3%2/45.52283.88+28.1%+114.8%+108.6%0.0%+29.0%0.84
DDOGAI-adjacent Software / SaaS$92.1B258.69261.62248.81-1.1%3.8%2/41.64233.20+11.9%+109.5%+103.3%-6.8%+28.3%0.73
CRWDAI-adjacent Software / SaaS$206.8B203.08198.29187.662.4%7.6%2/46.63171.97+19.5%+94.2%+88.0%-3.6%+23.9%0.69
SNOWAI-adjacent Software / SaaS$90.6B268.90267.05253.510.7%5.7%2/46.91223.14+12.8%+87.3%+81.1%-4.0%+26.5%0.52
NTAPServers & DC Hardware$33.1B163.88165.75160.28-1.1%2.2%3/41.89150.67+1.9%+58.5%+52.3%-9.2%+18.2%0.91
NETHyperscalers / Cloud$98.6B277.66270.84250.852.5%9.7%1/42.38236.75+20.2%+40.7%+34.5%-1.5%+9.0%0.77
DUtilities (AI power)$61.6B71.0470.4369.540.9%2.1%2/43.0367.12+3.7%+14.8%+8.6%-0.9%+4.8%0.70

Emerging Trend 9 candidates

Recent golden cross (50SMA crossed above 200SMA) or price reclaimed 50SMA. Early entries.

Ticker Group Mkt Cap Price 1D SMA10 stop SMA21 stop Risk to SMA10 Risk to SMA21 Quality PEG SMA50 1M 3M RS 3M % 52wH 50slope Vol 10/50
GEPower Gen Equipment$375.4B348.83358.21362.35-2.7%-3.9%3/48.64333.36-0.7%+17.1%+10.9%-7.9%+9.3%0.85
CARRPower & Cooling Infra$57.6B68.6968.7870.68-0.1%-2.9%2/41.6368.20-3.5%+15.4%+9.2%-13.9%+5.7%0.87
GEVPower Gen Equipment$293.3B1,057.841,072.491,083.77-1.4%-2.5%3/41.861,036.02+7.7%+8.2%+2.0%-10.0%+2.0%0.96
ANETNetworking & Optical$235.4B168.61176.53170.57-4.7%-1.2%2/42.36160.66+0.4%+4.7%-1.5%-9.8%+2.1%0.82
APDIndustrial Gases (fab)$66.7B295.62299.40291.78-1.3%1.3%2/42.20288.65+6.1%+0.1%-6.1%-5.9%-0.7%0.81
PCGUtilities (AI power)$37.8B17.3217.2617.040.4%1.6%1/40.7416.70+3.8%0.0%-6.2%-8.8%-0.1%0.74
AEPUtilities (AI power)$73.7B132.14134.70134.57-1.9%-1.8%2/42.28131.17+1.8%-1.1%-7.3%-4.7%+0.2%0.79
NEEUtilities (AI power)$183.4B88.8088.3687.790.5%1.1%1/41.9188.05+3.0%-2.6%-8.8%-8.6%-2.5%0.85
HUBBPower & Cooling Infra$25.9B488.67484.29500.530.9%-2.4%3/42.35488.15-2.8%-6.1%-12.3%-12.1%-2.7%0.63

Pullback in Uptrend 6 candidates

Uptrending stock pulled back to its 21EMA. Often the highest-quality entries.

Ticker Group Mkt Cap Price 1D SMA10 stop SMA21 stop Risk to SMA10 Risk to SMA21 Quality PEG SMA50 1M 3M RS 3M % 52wH 50slope Vol 10/50
DELLServers & DC Hardware$281.1B396.34423.13419.77-6.8%-5.9%2/40.74365.37-1.9%+105.9%+99.7%-14.9%+33.9%0.78
HPEServers & DC Hardware$64.3B45.8246.4146.23-1.3%-0.9%3/40.8542.88-5.3%+77.5%+71.3%-18.2%+23.3%0.66
AMATChips - Equipment$445.4B529.66575.01606.74-8.6%-14.6%4/41.46525.49-6.8%+36.0%+29.8%-26.7%+20.5%0.87
ASMLChips - Equipment$685.6B1,747.581,779.201,818.13-1.8%-4.0%3/42.701,718.48-3.1%+24.1%+17.9%-12.2%+10.3%1.03
TTPower & Cooling Infra$106.0B469.98477.56480.77-1.6%-2.3%3/42.01469.64-1.1%+2.3%-3.9%-6.6%+0.7%0.83
EXCUtilities (AI power)$47.9B46.2646.7946.70-1.1%-1.0%1/42.9945.62-0.7%-1.9%-8.1%-7.1%-0.2%0.98

Above 200SMA — Weak Setup 47 candidates

Above long-term trend but lacking confirmation. Watch list only.

Ticker Group Mkt Cap Price 1D SMA10 stop SMA21 stop Risk to SMA10 Risk to SMA21 Quality PEG SMA50 1M 3M RS 3M % 52wH 50slope Vol 10/50
MUMemory & Storage$963.6B848.95936.941,024.27-10.4%-20.7%4/40.13933.57-16.8%+85.7%+79.5%-30.0%+32.5%0.80
AMDChips - GPUs/Accelerators$816.8B495.76529.85532.04-6.9%-7.3%3/41.27499.08-2.3%+78.2%+72.0%-14.7%+25.0%0.79
ALABNetworking & Optical$70.8B303.62373.70396.73-23.1%-30.7%4/4338.90-16.1%+77.8%+71.5%-37.1%+37.2%0.74
ARMChips - GPUs/Accelerators$279.8B267.19296.05332.62-10.8%-24.5%3/42.29316.22-32.6%+64.6%+58.4%-39.2%+24.9%0.58
STXMemory & Storage$178.2B787.66845.68919.53-7.4%-16.7%3/40.52879.28-23.6%+48.2%+42.0%-28.0%+19.3%1.08
MRVLChips - GPUs/Accelerators$169.0B188.68221.37253.22-17.3%-34.2%4/41.17235.50-32.3%+41.5%+35.3%-40.4%+23.7%0.57
INTCChips - GPUs/Accelerators$487.4B95.04107.11119.57-12.7%-25.8%2/41.36117.27-18.8%+38.7%+32.5%-32.6%+19.0%0.81
DOCNHyperscalers / Cloud$12.4B118.91128.54141.65-8.1%-19.1%2/41.54154.29-31.7%+34.5%+28.3%-34.4%+15.0%0.91
CSCONetworking & Optical$478.1B111.94114.89116.24-2.6%-3.8%3/41.64115.60-6.0%+33.0%+26.8%-13.6%+12.0%0.82
WDCMemory & Storage$164.5B477.22539.72599.65-13.1%-25.7%4/40.42554.03-29.9%+32.0%+25.8%-36.0%+19.5%0.88
QCOMChips - GPUs/Accelerators$179.8B171.78181.87190.82-5.9%-11.1%4/40.56206.80-19.8%+28.2%+22.0%-31.3%+10.5%0.56
TXNChips - Other$265.0B284.02299.87301.69-5.6%-6.2%4/41.44301.33-7.1%+28.0%+21.7%-14.5%+8.9%0.75
CRDONetworking & Optical$48.1B202.68240.45252.09-18.6%-24.4%4/4228.95-15.3%+27.5%+21.3%-33.0%+19.7%0.73
NXPIChips - Other$68.3B266.53279.87286.23-5.0%-7.4%2/40.71297.29-11.7%+25.1%+18.9%-19.6%+7.8%0.84
KLACChips - Equipment$286.6B212.75224.12242.04-5.3%-13.8%3/42.32217.57-10.4%+22.8%+16.6%-29.5%+14.5%0.93
LRCXChips - Equipment$401.4B313.30335.87364.07-7.2%-16.2%4/41.94336.12-15.1%+20.1%+13.9%-27.7%+15.1%0.94
VICRChips - Other$10.5B237.62260.02300.90-9.4%-26.6%4/4297.86-25.9%+17.0%+10.8%-37.4%+11.4%0.80
TSMChips - GPUs/Accelerators$2.13T398.37426.20437.12-7.0%-9.7%4/41.31425.19-6.4%+9.9%+3.7%-16.6%+6.0%1.06
ONChips - Other$34.3B87.3792.55100.13-5.9%-14.6%2/40.31109.52-26.1%+9.3%+3.1%-34.8%+5.8%0.77
PWRPower & Cooling Infra$98.8B628.53653.99681.00-4.1%-8.3%2/42.07706.99-12.6%+7.0%+0.8%-19.9%+3.1%0.77
ADIChips - Other$185.4B375.36386.82397.28-3.1%-5.8%2/40.72406.65-9.8%+6.4%+0.2%-15.7%+2.6%0.69
IRMData Center REITs$36.2B123.82120.26124.302.9%-0.4%2/42.70125.30-3.4%+5.9%-0.3%-6.9%+3.0%1.36
MCHPChips - Other$44.4B80.9685.4389.16-5.5%-10.1%1/40.3192.55-15.3%+5.8%-0.4%-21.2%+3.5%0.80
GNRCPower & Cooling Infra$13.8B214.91230.90256.37-7.4%-19.3%3/40.98262.18-19.1%+3.6%-2.6%-27.3%+5.8%1.01
GOOGLHyperscalers / Cloud$4.23T346.77359.57356.28-3.7%-2.7%4/41.40370.49-7.1%+3.3%-2.9%-13.8%+1.5%0.77
LINIndustrial Gases (fab)$244.9B513.22525.65522.92-2.4%-1.9%4/42.22513.55-1.0%+3.1%-3.1%-6.1%+1.9%0.86
TLNUtilities (AI power)$18.4B372.37381.67392.79-2.5%-5.5%1/4378.56-8.4%+2.8%-3.5%-16.5%+4.9%0.72
NVDAChips - GPUs/Accelerators$5.02T202.81204.84202.25-1.0%0.3%3/40.65209.81-2.2%+2.4%-3.8%-13.9%+0.9%0.81
JCIPower & Cooling Infra$87.1B140.46142.06142.73-1.1%-1.6%2/41.90141.63-3.2%+2.4%-3.8%-5.2%+0.5%0.74
BEPower Gen Equipment$69.6B214.96245.85274.56-14.4%-27.7%2/41.25276.38-23.5%+2.3%-3.9%-37.8%+8.5%1.03
ENTGChips - Equipment$20.5B138.74139.94155.22-0.9%-11.9%2/41.70146.39-8.5%+2.1%-4.1%-24.6%+4.0%0.88
ETNPower & Cooling Infra$158.1B399.99404.93409.24-1.2%-2.3%3/43.06404.02-1.9%+2.1%-4.1%-8.2%+0.2%0.79
POWLPower & Cooling Infra$8.5B232.79235.82262.42-1.3%-12.7%3/42.61279.39-20.5%0.0%-6.2%-27.7%+2.5%1.09
AMZNHyperscalers / Cloud$2.66T247.23247.30241.84-0.0%2.2%3/41.44252.13+0.5%-1.0%-7.2%-10.1%-1.6%0.77
VRTPower & Cooling Infra$122.5B289.56308.23314.71-6.4%-8.7%4/41.62321.96-3.4%-1.5%-7.7%-23.0%+0.8%0.74
CWPower & Cooling Infra$27.9B707.84750.17756.71-6.0%-6.9%3/42.00744.31-7.4%-1.7%-7.9%-10.7%+2.1%0.74
EQIXData Center REITs$103.7B1,020.001,023.861,050.87-0.4%-3.0%1/43.391,060.68-6.8%-4.3%-10.5%-8.6%-0.6%0.78
METAHyperscalers / Cloud$1.64T646.01642.93603.460.5%6.6%4/40.96604.23+7.6%-4.5%-10.7%-18.0%-2.9%1.14
EMEPower & Cooling Infra$34.8B744.16769.06799.46-3.3%-7.4%4/40.42835.26-10.8%-6.0%-12.2%-21.1%-2.0%0.97
MPWRChips - Other$64.1B1,312.001,329.941,369.38-1.4%-4.4%4/41.781,492.11-12.3%-6.3%-12.5%-22.2%-2.7%0.92
AVGOChips - GPUs/Accelerators$1.78T370.83384.72382.31-3.7%-3.1%4/40.44402.54-1.4%-6.8%-13.0%-22.9%-1.5%0.81
TERChips - Equipment$50.5B322.36347.77394.32-7.9%-22.3%4/41.35380.67-21.3%-11.9%-18.1%-33.4%+3.2%0.76
DLRData Center REITs$67.9B173.88175.92182.06-1.2%-4.7%2/412.09185.71-8.7%-12.1%-18.3%-14.2%-2.8%1.01
COHRNetworking & Optical$63.5B277.60309.07349.23-11.3%-25.8%2/40.92365.45-27.5%-15.4%-21.6%-35.0%+3.6%0.72
LITENetworking & Optical$62.4B732.82749.90795.30-2.3%-8.5%2/40.63869.37-16.3%-17.8%-24.0%-30.4%-4.0%0.70
CIENNetworking & Optical$65.2B374.41429.08445.62-14.6%-19.0%3/40.80499.95-13.0%-24.4%-30.6%-40.3%-4.4%0.63
AAOINetworking & Optical$9.6B102.41114.34131.94-11.7%-28.8%3/40.78159.80-40.0%-34.9%-41.1%-54.1%-5.0%0.69

Not in uptrend (21)

Below their 200-day SMA — not eligible for long entries on this scan.

MDB · ZS · NOW · AMT · CRM · VST · MSFT · PLTR · SMCI · CEG · LEU · NRG · BWXT · CCJ · ORCL · FN · SMR · NNE · OKLO · UEC · UUUU