AI Infrastructure Is Leading — Not the Headlines!
Mary Ellen analyzes how AI infrastructure is emerging as a leadership area in spite of ongoing weakness and volatility in headline technology stocks. She explains how earnings-driven selloffs and broken support levels in big tech are masking continued strength in the infrastructure supporting AI growth, including power management, data centers, electronic components, and fiber optics. Mary Ellen walks through the charts, showing how money is rotating into these areas as long-term demand remains intact, despite sharp earnings reactions and market whipsaws. Using relative strength, moving averages, RSI, MACD, and sector analysis, she highlights where opportunity is developing beneath the surface and what signals matter most in a volatile earnings environment.
This video was originally recorded on February 6, 2026. New videos from Mary Ellen premiere weekly on Fridays. You can view all previously recorded episodes at this link.
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