Web/Cloud Infrastructure
Update
Web/Cloud Infrastructure
Cloud infra pulled back — NET RSI 45 dropped from RSI 53. DDOG RSI 40 below SMA. SNOW RSI 39 still below SMA. MDB RSI 41 below SMA. CFLT RSI 64 bucking trend.
Quick Snapshot
| Signal | Reading |
|---|---|
| Overall | 🟡 WEAKENING — NET lost strength, DDOG/SNOW/MDB below SMA. CFLT relative strength. |
| Key insight | NET dropped from RSI 53 to 45, -7.2% week — leadership lost. CFLT holding at RSI 64 = sector standout. |
Action Matrix
| Action | Stocks | Why |
|---|---|---|
| 🔍 WATCH | NET | RSI 45, lost SMA — monitor for stabilization |
| 🔍 WATCH | DDOG | RSI 40, below SMA — observability leader |
| 📈 ACCUMULATE | SNOW | RSI 39, below SMA, -16.5% 30D — data cloud thesis |
| 📈 ACCUMULATE | MDB | RSI 41, below SMA, -9.7% 30D — developer DB |
| 🔒 HOLD | CFLT | RSI 64, above SMA — relative strength |
Data (Validated 2026-02-22)
| Stock | Price | 7D | 30D | 52wkHi | RSI | SMA20 | vs SMA | Status | Action |
|---|---|---|---|---|---|---|---|---|---|
| SNOW | $172.50 | -0.2% | -16.5% | $277.14 | 39 | $184.68 | -6.6% | 🟡 Below SMA | 📈 Accumulate |
| DDOG | $115.66 | -4.1% | -6.3% | $199.72 | 40 | $124.44 | -7.1% | 🟡 Below SMA | 🔍 Watch |
| MDB | $344.56 | +0.7% | -9.7% | $440.60 | 41 | $367.40 | -6.2% | 🟡 Below SMA | 📈 Accumulate |
| NET | $177.14 | -7.2% | +4.2% | $253.30 | 45 | $182.31 | -2.8% | 🟡 Below SMA | 🔍 Watch |
| CFLT | $30.70 | +0.4% | +0.7% | $32.20 | 64 | $30.55 | +0.5% | 🟢 Above SMA | 🔒 Hold |
Key Changes vs 02/16
| Stock | 02/16 Price | 02/22 Price | Move | RSI Change | Note |
|---|---|---|---|---|---|
| NET | $195.85 | $177.14 | -9.6% | 53→45 | Lost sector leadership |
| DDOG | $125.20 | $115.66 | -7.6% | 42→40 | Weakened further |
| SNOW | $182.29 | $172.50 | -5.4% | 37→39 | Slight RSI improvement |
| MDB | $368.40 | $344.56 | -6.5% | 38→41 | Slight RSI improvement |
| CFLT | $30.56 | $30.70 | +0.5% | 52→64 | Strengthened significantly |
Key Discoveries
| Discovery | Implication |
|---|---|
| NET dropped -9.6% while CFLT +0.5% in same period | CFLT showing unusual relative strength |
| All names except CFLT below or at SMA | Cloud infra broadly weak |
Open Questions
- NET: Is -9.6% pullback a buy or breakdown?
- CFLT RSI 64 outperforming — what's driving it?
Related
10 events DateTypeEvent
Feb 26 UpdateWeb/Cloud Infrastructure Feb 16 UpdateWeb/Cloud Infrastructure Mar 3 UpdateWeb/Cloud Infrastructure Mar 3 ScanCloud ETFs & SaaS Scan Mar 10 UpdateWeb/Cloud Infrastructure Mar 11 UpdateWeb/Cloud Infrastructure Feb 5 UpdateWeb/Cloud Infrastructure Mar 11 ScanInsider Activity Scan Mar 11 ScanTech Insider Buys Scan Feb 5 ScanCloud ETFs No direct external sources are attached to this read.