← all events raw scan snapshot Mar 3, 2026 — prices as of scan date, not live 59 rows · screens, not recommendations superseded by2026-04-26-cloud-etfs ported fromresearch/classic/scans/_archive/2026-03-03-cloud-etfs.md scan slugcloud-etfs source typescan-archive
Cloud recovering from Jan/Feb washout — INTU surges +20.8% in 7D on earnings, WDAY bouncing +10.3%, but MDB collapses -19.1% on weak guidance. ETFs neutral (RSI 45-48), individual names bifurcating sharply.
Quick Snapshot Signal Reading Overall 🟡 RECOVERING BUT UNEVEN — Cloud ETFs stabilizing near SMA, but individual SaaS names split: INTU/WDAY ripping on earnings while MDB/NOW/ZS in pain. Net down -21% and -16% in 30D respectively. Leaders INTU ($433.35, RSI 54, +7.4% vs SMA, +20.8% 7D), NET ($178.83, RSI 49, +7.2% 30D), WDAY ($143.61, RSI 40, +10.3% 7D) Laggards MDB ($252.68, RSI ~17 implied, -19.1% 7D, -25.2% 30D), NOW ($107.57, RSI 57, -21.1% 30D), WDAY (-15.6% 30D)
Price Table (Validated 2026-03-03) Stock Price RSI SMA20 vs SMA 7D% 30D% Signal WCLD $28.27 48 $27.56 +2.6% +8.2% +0.4% 🟡 Recovering above SMA IGV $84.07 47 $82.08 +2.4% +7.2% -1.5% 🟡 Recovering above SMA CLOU $19.17 46 $19.11 +0.3% +3.3% -1.6% 🟡 At SMA, neutral CRM $198.15 57 $192.90 +2.7% +6.9% -13.6% 🟡 Recovering, but -13.6% 30D NOW $107.57 57 $106.89 +0.6% +0.2% -21.1% 🟡 Barely recovering from deep hole WDAY $143.61 40 $144.17 -0.4% +10.3% -15.6% 🟡 Bounce from oversold, at SMA INTU $433.35 54 $403.50 +7.4% +20.8% -2.8% 🟢 Earnings breakout SNOW $165.51 39 $171.21 -3.3% +2.8% +0.1% 🟡 Below SMA, approaching oversold DDOG $111.77 31 $116.09 -3.7% +7.0% -3.4% 🟡 Near oversold despite 7D bounce NET $178.83 49 $178.14 +0.4% +9.2% +7.2% 🟢 Best performer, above SMA CFLT $30.75 — — — +0.4% +1.4% 🟡 Flat, neutral MDB $252.68 ~17↓ — — -19.1% -25.2% 🔴 Collapse — guidance cut
MDB RSI estimated from price action — insufficient historical data for precise calculation.
Tier Analysis Capitulation (RSI < 25) — Extreme Washout Stock RSI vs SMA 30D Notes MDB ~17↓ — -25.2% MongoDB guidance cut — -19.1% in single session/week. RSI in historic washout territory. High risk.
Oversold (RSI 25-40) — Watch for Entry Stock RSI vs SMA 30D Notes SNOW 39 -3.3% +0.1% Below SMA, approaching oversold. Earnings cycle risk. Frank Slootman era over — watch new CEO. DDOG 31 -3.7% -3.4% RSI 31 despite +7% 7D bounce — was deeply oversold before bounce. Observability platform intact. WDAY 40 -0.4% -15.6% Just bounced +10.3% from low — RSI still in approaching-oversold zone. HR cloud resilient.
Neutral (RSI 40-60) — No Urgency Stock RSI vs SMA Trend WCLD 48 +2.6% ETF recovery from Jan low, above SMA IGV 47 +2.4% Same pattern as WCLD CLOU 46 +0.3% Lagging slightly vs WCLD/IGV NET 49 +0.4% Best individual name, above SMA CRM 57 +2.7% Recovering but deep 30D hole (-13.6%) NOW 57 +0.6% Barely above SMA, -21% 30D is the story INTU 54 +7.4% Post-earnings, extended — let it consolidate
Entry Zones Stock Zone RSI Trigger Thesis 🟢 DDOG $108-$115 RSI < 35 Observability/security platform, high retention, AI tailwind. RSI 31 = strong entry. 🟡 SNOW $160-$168 RSI < 38 Snowflake platform still growing, CEO transition risk. Below SMA = wait or small entry. 🟡 WDAY $138-$144 RSI < 38 HR cloud leader. -15.6% 30D but bouncing. At SMA resistance. 🟡 NET $170-$178 RSI < 45 Best SaaS performer 30D (+7.2%). Wait for RSI dip < 45 before adding. 🟡 WCLD/IGV ETF levels RSI < 42 ETF entry for diversified cloud exposure without single-name risk. 🔍 NOW $100-$107 RSI < 50 ServiceNow is a workflow monopoly. -21% 30D is the entry opportunity — but macro risk. ❌ MDB Wait RSI < 20 Guidance cut — wait for full washout and analyst revisions to complete. Very high risk. ⚠️ INTU — RSI > 55 +20.8% 7D overbought. Do not chase earnings gap.
Action Matrix Stock Signal Action Notes DDOG 🟡 RSI 31 ✅ Strong Buy Best setup in group — oversold, thesis intact, AI monitoring tailwind. SNOW 🟡 RSI 39 📈 Accumulate Approaching oversold, size small given CEO transition uncertainty. WDAY 🟡 RSI 40 📈 Accumulate Bouncing from deep hole. HR cloud durable. Entry near SMA. NET 🟢 RSI 49 🔒 Hold Best SaaS name. Hold core, add on RSI < 45 dips. WCLD 🟡 RSI 48 🔒 Hold ETF position recovering. No action. IGV 🟡 RSI 47 🔒 Hold Broader software ETF. Hold. CRM 🟡 RSI 57 🔍 Watch Recovering but -13.6% 30D. Watch for RSI < 45 re-entry. NOW 🟡 RSI 57 🔍 Watch -21% 30D — great long-term thesis. Wait for RSI < 48. INTU 🟢 RSI 54 ⚠️ Avoid Post-earnings gap, +20.8% 7D. Extended — let consolidate before considering. MDB 🔴 RSI ~17 ❌ Don't Buy Guidance cut + -25% collapse. Falling knife. Wait minimum 2-3 weeks. CFLT 🟡 Flat 🔍 Watch No RSI data available. Flat price action. Monitor.
What Changed (vs 2026-02-22) Stock Feb-22 Mar-03 Move Note WCLD RSI ~35 low 48 Recovering Cloud ETF recovery confirmed — above SMA IGV RSI ~35 low 47 Recovering Same ETF recovery pattern CLOU Oversold 46 Recovering Lagging slightly vs WCLD/IGV MDB Neutral ~17↓ COLLAPSE Guidance cut — most dramatic move in scan INTU Neutral 54 Surged +20.8% 7D earnings beat WDAY Oversold 40 Bouncing +10.3% recovery from deep low NET Recovering 49 Steady Consistent outperformer, best 30D in individual names DDOG Oversold 31 Partial recovery +7% 7D but still near oversold = opportunity NOW Oversold 57 Recovering RSI RSI recovered but -21% 30D still a deep hole SNOW Weak 39 Slight recovery +2.8% 7D but still below SMA
Key Discoveries Discovery Implication MDB guidance cut = -25% in a week Don't hold SaaS through earnings without protection; guidance cuts are violent DDOG RSI 31 while +7% in 7D = was deeply washed Prior oversold + bounce = RSI still low = strong accumulation signal Cloud ETFs (WCLD/IGV/CLOU) all recovered above SMA simultaneously Sector-level buy signal — bottoming confirmed in aggregate NOW -21% 30D with RSI 57 = recovering but opportunity still exists A ServiceNow monopoly at -21% off highs is historically a gift
Open Questions
MDB : Is guidance cut a one-time reset or structural problem (MongoDB vs. vector DB competition)?CFLT missing RSI data — need fresh fetch to evaluate Confluent's status post-earnings
Will cloud ETF recovery sustain if MDB /NOW earnings disappointments spread?
No direct external sources are attached to this read.