Cloud ETFs

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Cloud ETFs

Scan symbols 9
ADBECLOUCRMIGVNOWSKYYSNOWWCLDWDAY
Watchlists 1
@cloud-etfs
raw scan snapshot — prices as of scan date, not live 23 rows · screens, not recommendations superseded by2026-04-26-cloud-etfsported fromresearch/classic/scans/_archive/2026-02-04-cloud-etfs.mdscan slugcloud-etfssource typescan-archive

The contrarian thesis: AI accelerates SaaS, survivors will be bigger and stronger. ALL FOUR STILL OVERSOLD (RSI 14-26).

Quick Snapshot

Signal Reading
Overall 🟢 CAPITULATION CONTINUES - All 4 ETFs still oversold (RSI 14-26), -22-32% from 52wk highs
Key insight IGV RSI 14 = still extreme oversold. WCLD RSI 20. Selloff deepening - entry window extending.
vs Yesterday Cloud continued selling despite broader market. SHOP -14% 7D, SNOW -21.6% 7D.

Action Matrix

Action ETFs Why
✅ STRONG BUY IGV RSI 14 = extreme oversold, includes profitable names (ADBE, CRM)
✅ STRONG BUY WCLD RSI 20 = oversold, pure cloud-native, highest beta if thesis right
🔍 RESEARCH CLOU RSI 26 = oversold, similar to WCLD
🔍 WATCH SKYY RSI 25 = oversold, broader cloud (includes infra)

Legend

  • RSI ↓ = Oversold (<30) - potential buying opportunity
  • RSI ↑ = Overbought (>70) - FOMO warning, may pullback
  • 52wkHi = % from 52-week high (how far below peak)

Data (Validated 2026-02-04)

ETF Price 1D 7D 30D 3M 52wkHi RSI Expense Status Action
WCLD $28.15 - -14.1% -17.8% -19.3% -32.0% 20 ↓ 0.45% 🟢 OVERSOLD ✅ Strong Buy
IGV $83.84 - -13.3% -19.1% -25.0% -28.9% 14 ↓ 0.40% 🟢 EXTREME OVERSOLD ✅ Strong Buy
CLOU $19.53 - -11.6% -12.7% -17.2% -25.5% 26 ↓ 0.68% 🟢 Oversold 🔍 Research
SKYY $111.91 - -11.0% -13.0% -19.2% -22.1% 25 ↓ 0.60% 🟢 Oversold 🔍 Watch

Technical read: ALL FOUR STILL OVERSOLD. The selloff continues. Entry window extending.

Key Changes vs 2026-02-03

ETF Yesterday RSI Today RSI Change Price Move
WCLD 18 20 +2 $27.88 → $28.15 (+1.0%)
IGV 14 14 0 $85.02 → $83.84 (-1.4%)
CLOU 24 26 +2 $19.35 → $19.53 (+0.9%)
SKYY 24 25 +1 $112.85 → $111.91 (-0.8%)

Read: Mixed action. WCLD and CLOU bouncing slightly, IGV and SKYY continuing lower. Breadth still negative.

Top Holdings Snapshot (Extreme Oversold)

Stock Price 7D 30D 52wkHi RSI Status
CRM $199.44 -15.0% -22.2% -42.7% 19 ↓ 🟢 EXTREME
NOW $111.07 -17.7% -24.7% -47.5% 27 ↓ 🟢 Oversold
WDAY $170.15 -16.4% -18.5% -40.0% 30 🟢 At support
ADBE $279.71 -10.4% -15.6% -39.9% 34 🟡 Pullback
SNOW $165.29 -21.6% -26.3% -41.1% 22 ↓ 🟢 CAPITULATING

Pattern: Enterprise SaaS (CRM, NOW, WDAY) still getting crushed. Data platforms (SNOW) capitulating hardest.

Analysis

What Changed

  • SNOW -21.6% in 7 days - Data cloud selloff accelerating
  • CRM dropped to RSI 19 - From RSI 14 yesterday, slight bounce then fade
  • IGV stuck at RSI 14 - No relief rally yet, could go lower
  • Security holding up - PANW RSI 16↓ but recovering

Entry Strategy Update

Given continued weakness, adjust DCA approach:

Strategy Today If Lower
Conservative 25% IGV at $83.84 Add 25% at $75
Aggressive 25% WCLD at $28.15 Add 25% at $25
Full conviction 25% each now DCA remaining 50%

Catalysts to Watch

  • Cloud earnings (CRM, NOW, ADBE coming)
  • Fed language on rates
  • Any positive AI monetization news

Commands

cd stonks

ETFs

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10 events
DateTypeEvent
Feb 5 ArticleActions & Alerts Log Feb 3 ScanCloud ETFs Feb 4 ArticleActions & Alerts Log Feb 3 ArticleActions & Alerts Log Feb 9 ArticleMarket Status Report Feb 11 ArticleMarket Status Report Feb 11 ScanCloud ETFs Scan Mar 12 ScanCloud ETFs Scan Feb 16 ArticleMarket Status Report Feb 16 ScanCloud ETFs Scan

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