AI Data Center Industry Chain

Module map and deterministic market trends through 2026-08-07

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Modules and memberships retain their historical validity when changed.

Heat score · 0–10030% relative strength · 25% acceleration · 20% 5D momentum · 15% breadth · 10% unusual volume

14
Heat83.0
5D return+24.9%
Relative strength+7.4%
Breadth13/14
Model Top 505

2 abnormal-volume stocks

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Current membership

AAOI
ALMU
AXTI
COHR
FN
GFS
GLW
IQE
LITE
LWLG
POET
SIVE
VIAV
XFAB
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6
Heat69.8
5D return+8.5%
Relative strength+1.3%
Breadth5/6
Model Top 501

1 abnormal-volume stock

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Current membership

CEG
LEU
OKLO
SMR
TLN
VST
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4
Heat66.4
5D return+9.0%
Relative strength+3.8%
Breadth3/4
Model Top 500
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Current membership

APH
KEYS
TEL
TTMI
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5
Heat64.9
5D return+9.5%
Relative strength+3.7%
Breadth3/5
Model Top 500
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Current membership

DELL
FLEX
HPE
JBL
SMCI
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7
Heat63.0
5D return+6.9%
Relative strength+1.1%
Breadth6/7
Model Top 500
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Current membership

ATKR
ENR
GEV
HPS.A
HUBB
POWL
PWR
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7
Heat61.9
5D return+8.5%
Relative strength-6.9%
Breadth6/7
Model Top 501
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Current membership

ALAB
ANET
CIEN
CLS
CRDO
CSCO
MRVL
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9
Heat61.5
5D return+6.1%
Relative strength+3.7%
Breadth7/9
Model Top 500
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Current membership

AMD
AMZN
AVGO
GOOGL
META
MSFT
NVDA
ORCL
TSM
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9
Heat61.0
5D return+7.8%
Relative strength-8.1%
Breadth8/9
Model Top 500
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Current membership

042700
0522
AMKR
ASM
ASX
BESI
CAMT
COHU
FORM
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7
Heat59.7
5D return+6.6%
Relative strength-10.3%
Breadth7/7
Model Top 500
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Current membership

IFX
MPWR
NVTS
ON
POWI
STM
VICR
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8
Heat58.0
5D return+5.5%
Relative strength-0.9%
Breadth6/8
Model Top 500
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Current membership

CARR
ETN
JCI
MOD
NVT
SU
TT
VRT
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5
Heat48.2
5D return+0.6%
Relative strength-5.7%
Breadth4/5
Model Top 500
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Current membership

EME
FIX
J
MTZ
STRL
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6
Heat43.0
5D return+2.9%
Relative strength-10.7%
Breadth2/6
Model Top 500
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Current membership

BE
CAT
CMI
EOSE
FLNC
NRG
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9
Heat42.0
5D return+0.5%
Relative strength-7.4%
Breadth4/9
Model Top 502
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Current membership

APLD
CIFR
CRWV
DLR
EQIX
HUT
IREN
NBIS
WULF
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4
Heat22.6
5D return-4.8%
Relative strength-14.8%
Breadth0/4
Model Top 500
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Current membership

NTAP
SNDK
STX
WDC
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3
Heat20.8
5D return-7.5%
Relative strength-20.4%
Breadth1/3
Model Top 500
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Current membership

000660
005930
MU
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Selected moduleCooling
Heat score58.0
Stocks8
5D return+5.5%
20D relative strength-0.9%
Volume alerts0

Cooling equal-weight trend vs QQQ

Aug 7, 26
Cooling+41.6%QQQ+28.8%
Cooling period
+41.6%
QQQ period
+28.8%
Excess vs QQQ
+12.8%
Range peak
+61.1%
70.0%50.0%30.0%10.0%-10.0%Aug 4, 25Nov 3, 25Feb 5, 26May 8, 26Aug 7, 26

Cooling stock comparison

TickerCompanyList1D5D20DRS 20DAccelerationVolume z
VRTVertiv Holdings CoCORE-1.0%+12.8%-14.6%-14.2%+16.4%-0.6
NVTnVent Electric PLCEXPLOSIVE+0.9%+7.1%+2.6%+2.9%+6.4%-0.7
TTTrane Technologies plcCORE+0.8%+6.0%+0.5%+0.9%+5.9%-0.5
ETNEaton Corporation PLCCORE+0.4%+8.3%+10.4%+10.8%+5.7%-0.8
CARRCarrier Global CorpWATCH+0.1%+3.6%-7.4%-7.0%+5.4%-0.9
MODModine Manufacturing CompanyEXPLOSIVE+1.6%-2.7%-20.5%-20.1%+2.4%-0.4
JCIJohnson Controls International PLCWATCH-1.5%+3.8%+6.6%+6.9%+2.1%-0.7
SUSchneider Electric S.E.CORE+1.0%+4.9%+12.6%+13.0%+1.7%-0.4