Web/Cloud Infrastructure
Update
Web/Cloud Infrastructure
MDB recovered to $271.74 (+7.5% vs 03/03). NET surged to $201.48 (+12.7%). DDOG $128.56 (+15.0%). SNOW $182.84 (+10.5%). CFLT flat at $30.75.
Quick Snapshot
| Signal | Reading |
|---|---|
| Overall | 🟢 STRONG RECOVERY — Broad cloud infrastructure rally. NET new 52wk high $201.48. DDOG near 52wk high. SNOW at new highs. MDB recovering from collapse. CFLT holding at 52wk high. |
| Key insight | NET $201.48 above prior 52wk high $195.85 — new highs, theme leader. DDOG $128.56 near 52wk high $129.67. SNOW $182.84 at new highs. MDB recovering +7.5% from -19.1% collapse — bounce underway. |
Action Matrix
| Action | Stocks | Why |
|---|---|---|
| 🔍 RESEARCH | MDB | $271.74, recovering +7.5% from collapse — verify if earnings thesis broken or opportunity |
| 🔒 HOLD | NET | $201.48, new 52wk high — theme leader, outperforming |
| 🔒 HOLD | DDOG | $128.56, near 52wk high $129.67 — strong recovery |
| 🔒 HOLD | SNOW | $182.84, new 52wk high — data cloud surging |
| ⚠️ WATCH | CFLT | $30.75, at 52wk high — streaming infrastructure holding highs |
Data (Validated 2026-03-10)
| Stock | Price | 7D | 30D | 52wkHi | RSI | SMA20 | vs SMA | Status | Action |
|---|---|---|---|---|---|---|---|---|---|
| MDB | $271.74 | +7.5% | — | $377.26 | — | — | — | 🟡 Recovering from collapse | 🔍 Research |
| SNOW | $182.84 | +10.5% | — | $182.84 | — | — | — | 🟢 New 52wk high | 🔒 Hold |
| DDOG | $128.56 | +15.0% | — | $129.67 | — | — | — | 🟢 Near 52wk high | 🔒 Hold |
| NET | $201.48 | +12.7% | — | $201.48 | — | — | — | 🟢 New 52wk high | 🔒 Hold |
| CFLT | $30.75 | ~flat | — | $30.75 | — | — | — | 🟢 At 52wk high | ⚠️ Watch |
Note: All names price-only (no RSI/SMA in current feed). Previous RSI from 02/26: MDB 51, SNOW 57, DDOG 56, NET 56, CFLT 68.
Key Changes vs 03/03
| Stock | 03/03 Price | 03/10 Price | Move | Note |
|---|---|---|---|---|
| DDOG | $111.77 | $128.56 | +15.0% | Near 52wk high — massive recovery |
| NET | $178.83 | $201.48 | +12.7% | New 52wk high — above prior $195.85 |
| SNOW | $165.51 | $182.84 | +10.5% | New 52wk high — data cloud breakout |
| MDB | $252.68 | $271.74 | +7.5% | Recovering from -19.1% collapse — still -28% from 52wk high |
| CFLT | $30.75 | $30.75 | ~flat | Holding at 52wk high |
Key Discoveries
| Discovery | Implication |
|---|---|
| NET, SNOW, DDOG all surging +10-15% in one week | Broad cloud infrastructure breakout — sector rotation in |
| MDB +7.5% bounce from collapse | Oversold bounce underway — but still -28% from 52wk high, thesis check needed |
| NET new 52wk high $201.48 | Cloudflare outperforming all cloud infrastructure peers — moat widening |
Mistakes (Don't Repeat)
| Mistake | Lesson |
|---|---|
| Treating all cloud infrastructure as equal | CFLT and MDB diverged 24%+ in one week prior — stock selection matters |
Open Questions
Related
10 events DateTypeEvent
Mar 11 UpdateWeb/Cloud Infrastructure Mar 11 ScanInsider Activity Scan Mar 11 ScanTech Insider Buys Scan Mar 12 UpdateWeb/Cloud Infrastructure Mar 12 ScanTech Insider Buys Scan Mar 13 UpdateWeb/Cloud Infrastructure Mar 3 UpdateWeb/Cloud Infrastructure Mar 3 ScanCloud ETFs & SaaS Scan Mar 20 UpdateWeb/Cloud Infrastructure Mar 20 ScanTech Insider Buys Scan No direct external sources are attached to this read.