Web/Cloud Infrastructure

Update

Web/Cloud Infrastructure

Cloud infrastructure and data platforms. SNOW -21.6% 7D capitulating. Multiple oversold.

Quick Snapshot

Signal Reading
Overall 🔴 CAPITULATION - SNOW -21.6% 7D, ESTC -20% 7D, MDB -18% 7D
Key insight Data platforms getting crushed. SNOW RSI 22↓, ESTC RSI 26↓. Entry zones.
Outperformer DOCN +13.2% 30D, AKAM +7% 30D - relative strength

Action Matrix

Action Stocks Why
✅ STRONG BUY SNOW RSI 22↓, -21.6% 7D capitulation, data cloud leader
✅ STRONG BUY ESTC RSI 26↓, search + observability, -49% from high
📈 WATCH MDB, CFLT Near oversold (RSI 29-34)
🔍 RESEARCH DDOG RSI 44, not as oversold
🟡 NEUTRAL NET, AKAM, FSLY Mixed signals

Data (Validated 2026-02-04)

Stock Price 7D 30D 3M 52wkHi RSI Status Action
NET $166.88 -12.9% -15.6% -27.0% -35.8% 40 🟡 Pullback 🔍 Watch
FSLY $8.31 -13.1% -18.3% +3.0% -34.0% 39 🟡 Volatile 🔍 Speculative
AKAM $91.92 -10.7% +7.0% +26.0% -12.4% 52 🟢 Relative strength 🔍 Watch
MDB $337.60 -18.0% -19.8% -3.6% -24.1% 34 🟢 Near oversold 📈 Watch
SNOW $165.29 -21.6% -26.3% -37.6% -41.1% 22↓ 🟢 CAPITULATING ✅ Buy
DDOG $115.71 -15.7% -13.4% -25.3% -42.6% 44 🟡 Pullback 🔍 Research
CFLT $30.33 -0.4% +0.6% +34.6% -20.0% 29↓ 🟢 Oversold 📈 Watch
ESTC $60.38 -20.0% -18.7% -30.6% -49.2% 26↓ 🟢 OVERSOLD ✅ Buy
DOCN $57.27 -1.9% +13.2% +25.0% -10.7% 59 🟢 Outperformer 🔍 Watch

Key Positions

SNOW - Snowflake (Entry Zone)

Thesis: Data cloud leader. OpenAI partnership. AI-native platform.

Metric Value
Current $165.29
7D -21.6%
30D -26.3%
RSI 22↓ (Oversold)
52wk High -41.1%
Entry zone <$180

Analysis:

  • RSI 22 = capitulation territory
  • OpenAI partnership for data cloud AI features
  • Competition from Databricks real but SNOW has enterprise moat
  • This is the entry signal for high conviction

Action: ✅ STRONG BUY at current levels

ESTC - Elastic (Entry Zone)

Thesis: Search + observability. AI vector search capabilities.

Metric Value
Current $60.38
7D -20.0%
30D -18.7%
RSI 26↓ (Oversold)
52wk High -49.2%
Entry zone <$70

Analysis:

  • RSI 26 = oversold
  • -49% from high = significant correction
  • Search infrastructure for AI applications
  • Vector search = AI use case

Action: ✅ IN ZONE, strong buy candidate

MDB - MongoDB (Near Zone)

Thesis: Document database leader. AI vector search.

Metric Value
Current $337.60
7D -18.0%
RSI 34 (Near oversold)
Entry zone <$350

Analysis:

  • RSI 34, approaching oversold
  • Currently IN entry zone (<$350)
  • Atlas AI features competitive
  • Watch for RSI <30 for stronger signal

Action: 📈 IN ZONE, watch for confirmation

DDOG - Datadog

Thesis: Observability essential. AI ops monitoring.

Metric Value
Current $115.71
7D -15.7%
RSI 44
Entry zone <$130

Analysis:

  • RSI 44 not as oversold as peers
  • Still in entry zone (<$130)
  • Observability = essential infrastructure
  • Less compelling than SNOW/ESTC at current RSI

Action: 📈 IN ZONE but not extreme

Entry Zones Status

Stock Entry Zone Current Status
SNOW <$180 $165.29 ✅ DEEP IN ZONE (RSI 22)
ESTC <$70 $60.38 ✅ DEEP IN ZONE (RSI 26)
MDB <$350 $337.60 ✅ IN ZONE (RSI 34)
DDOG <$130 $115.71 ✅ IN ZONE (RSI 44)

Next Actions

  • Consider SNOW position at RSI 22
  • Research ESTC AI vector search thesis
  • Watch MDB for RSI <30
  • Monitor DDOG for deeper pullback

Commands

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10 events
DateTypeEvent
Feb 3 UpdateWeb/Cloud Infrastructure Feb 5 UpdateWeb/Cloud Infrastructure Feb 5 ScanCloud ETFs Feb 5 UpdatePortfolio - Main Snapshot Mar 11 ScanInsider Activity Scan Mar 12 UpdateWeb/Cloud Infrastructure Mar 12 ScanTech Insider Buys Scan Mar 13 UpdateWeb/Cloud Infrastructure Mar 20 UpdateWeb/Cloud Infrastructure Mar 20 ScanTech Insider Buys Scan

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