Web/Cloud Infrastructure

Update

Web/Cloud Infrastructure

CFLT RSI 68 — still relative strength leader. MDB/SNOW/DDOG recovered RSI to 51-57 range. NET pulled back further to RSI 56 (-10% week). Strong RSI recovery across board despite some price weakness.


Quick Snapshot

Signal Reading
Overall 🟢 RECOVERING — RSI across all names improved significantly. CFLT holding leadership at RSI 68. MDB/SNOW bounced from deep oversold. NET recovering.
Key insight MDB recovered RSI 41→51, -5.2% below SMA — accumulate zone. SNOW RSI 39→57. DDOG RSI 40→56. NET RSI 45→56 despite -10% week. CFLT steady RSI 64→68.

Action Matrix

Action Stocks Why
📈 ACCUMULATE MDB RSI 51, -5.2% below SMA, -19.5% 30D — developer DB thesis intact
🔒 HOLD SNOW RSI 57, recovering — data cloud thesis intact
🔒 HOLD DDOG RSI 56, recovering — observability leader
🔒 HOLD NET RSI 56, recovering — -2.7% below SMA
🔒 HOLD CFLT RSI 68, above SMA — relative strength

Data (Validated 2026-02-26)

Stock Price 7D 30D 52wkHi RSI SMA20 vs SMA Status Action
MDB $330.90 -7.0% -19.5% $411.89 51 $348.94 -5.2% 🟡 Below SMA 📈 Accumulate
SNOW $169.70 -5.3% -19.7% $216.00 57 $175.07 -3.1% 🟢 Recovering 🔒 Hold
DDOG $114.28 -5.2% -16.4% $140.56 56 $118.75 -3.8% 🟡 Below SMA 🔒 Hold
NET $173.33 -10.0% -8.5% $205.95 56 $178.09 -2.7% 🟡 Below SMA 🔒 Hold
CFLT $30.62 -0.3% +0.3% $30.72 68 $30.57 +0.2% 🟢 Above SMA 🔒 Hold

Key Changes vs 02/22

Stock 02/22 Price 02/26 Price Move RSI Change Note
MDB $344.56 $330.90 -4.0% 41→51 Price down, RSI recovering — divergence
SNOW $172.50 $169.70 -1.6% 39→57 Price down slightly, RSI big jump
DDOG $115.66 $114.28 -1.2% 40→56 Price flat, RSI recovered
NET $177.14 $173.33 -2.2% 45→56 -10% week but RSI recovered
CFLT $30.70 $30.62 -0.3% 64→68 Holding strong — near 52wk high

Key Discoveries

Discovery Implication
RSI recovered across all names despite price weakness RSI divergence from price — may signal sector bottoming
CFLT RSI 68 near 52wk high while peers still off highs Unusual relative strength — check for catalysts
MDB RSI 41→51 with -4% price Accumulation pattern forming despite continued selling

Mistakes (Don't Repeat)

Mistake Lesson
Treating all cloud names as the same CFLT diverged significantly — sector selection matters

Open Questions

  • SNOW/DDOG/NET RSI recovered but prices still under pressure — is the bottom in?
  • MDB -19.5% 30D at RSI 51 — is $330 the entry or more pain?
  • CFLT near 52wk high RSI 68 — trim or hold the outlier?
10 events

No direct external sources are attached to this read.