Cloud SaaS

Update

Cloud SaaS

Rally stalled/reversed. SNOW $179.11 (RSI 50). DDOG $127.43 (RSI 56). CRWD $441.93 (RSI 59). NET $212.44 (RSI 66). SHOP $129.54 (RSI 51). INTU $440.65 (RSI 48). WDAY $142.49 (RSI 41). ZS $153.73 (RSI 39). ADBE $273.75 (RSI 49). CRM $193.96 (RSI 44). NOW $115.61 (RSI 50). OKTA $79.61 (RSI 49). MDB $270.46 (RSI 35). TEAM $78.01 (RSI 37). HUBS $269.32 (RSI 49).


Quick Snapshot

Signal Reading
Overall 🟡 RALLY STALLING — Last week's surge fading. NET still leading at RSI 66 (+12.1% 7D). CRWD strong at RSI 59 (+13.6% 7D). But MDB RSI 35 (-25.8% 30D), ZS RSI 39 (-10.1% 30D), TEAM RSI 37 (-52.2% 3M) — significant weakness in second-tier names.
Key insight NET $212.44 RSI 66 is the clear leader. CRWD $441.93 RSI 59 holding well. But death crosses dominate — 11 of 14 names have death crosses. MDB, ZS, WDAY, TEAM are the weakest. ADBE now RSI 49 (was RSI 30 stale).

Action Matrix

Action Stocks Why
🔍 RESEARCH MDB $270.46, RSI 35, -25.8% 30D — oversold, verify if earnings thesis intact
🔍 RESEARCH TEAM $78.01, RSI 37, -52.2% 3M — massive decline, capitulation or broken?
📈 ACCUMULATE WDAY $142.49, RSI 41, -48.4% from 52wk high — deep value if thesis intact
📈 ACCUMULATE ZS $153.73, RSI 39, -54.4% from 52wk high — cyber oversold
🔒 HOLD NET $212.44, RSI 66, +12.1% 7D — theme leader
🔒 HOLD CRWD $441.93, RSI 59, +13.6% 7D — cybersecurity strength
🔒 HOLD DDOG $127.43, RSI 56 — observability solid
🔒 HOLD SNOW $179.11, RSI 50 — data cloud stable
🔒 HOLD SHOP $129.54, RSI 51 — e-commerce steady
🔒 HOLD INTU $440.65, RSI 48 — pulled back from extended levels
🔒 HOLD CRM $193.96, RSI 44 — near SMA20
🔒 HOLD NOW $115.61, RSI 50 — above SMA20
🔒 HOLD ADBE $273.75, RSI 49 — recovered from stale RSI 30
🔒 HOLD OKTA $79.61, RSI 49 — stable
🔒 HOLD HUBS $269.32, RSI 49, +28.7% 30D — strong recovery

Data (Validated 2026-03-11)

Stock Price 7D 30D 52wkHi RSI SMA20 vs SMA Status Action
MDB $270.46 +9.0% -25.8% 35 $313.92 -13.8% 🔴 Oversold 🔍 Research
TEAM $78.01 +1.1% -10.3% 37 $79.78 -2.2% 🔴 Deep decline 🔍 Research
ZS $153.73 +0.3% -10.1% 39 $160.71 -4.3% 🟡 Oversold zone 📈 Accumulate
WDAY $142.49 -0.2% -1.4% 41 $141.24 +0.9% 🟡 Near SMA 📈 Accumulate
CRM $193.96 -0.1% +4.8% 44 $191.28 +1.4% 🟡 Near SMA 🔒 Hold
ADBE $273.75 +0.8% +6.5% 49 $265.39 +3.1% 🟡 Above SMA 🔒 Hold
OKTA $79.61 +9.1% -9.7% 49 $78.48 +1.4% 🟡 Near SMA 🔒 Hold
HUBS $269.32 -1.8% +28.7% 49 $253.74 +6.1% 🟢 Strong 30D 🔒 Hold
SNOW $179.11 +4.4% +0.2% 50 $173.39 +3.3% 🟢 Above SMA 🔒 Hold
NOW $115.61 +2.8% +14.9% 50 $109.83 +5.3% 🟢 Above SMA 🔒 Hold
SHOP $129.54 +1.1% +9.1% 51 $122.84 +5.5% 🟢 Above SMA 🔒 Hold
DDOG $127.43 +4.7% +0.1% 56 $118.67 +7.4% 🟢 Above SMA 🔒 Hold
CRWD $441.93 +13.6% +6.3% 59 $403.32 +9.6% 🟢 Strong 🔒 Hold
INTU $440.65 +4.2% +10.3% 48 $411.98 +7.0% 🟢 Above SMA 🔒 Hold
NET $212.44 +12.1% +12.2% 66 $186.14 +14.1% 🟢 Theme leader 🔒 Hold

Key Changes vs 03/10

Stock 03/10 Price 03/11 Price Move Note
ADBE $269.39 (stale) $273.75 Fresh data: RSI 49 (was 30 stale) — NOT oversold
CRM $198.15 (stale) $193.96 Fresh data: RSI 44, death cross — weaker than expected
NOW $107.57 (stale) $115.61 Fresh data: RSI 50, +14.9% 30D — strong recovery
OKTA $72.52 (stale) $79.61 +9.8% Fresh data: RSI 49, recovering
NET $201.48 $212.44 +5.4% Continued surge — RSI 66, +14.1% above SMA20
CRWD $434.13 $441.93 +1.8% Holding gains — RSI 59
SNOW $182.84 $179.11 -2.0% Mild pullback — RSI 50
DDOG $128.56 $127.43 -0.9% Flat — RSI 56

Key Discoveries

Discovery Implication
ADBE RSI 49 (was 30 stale) — NOT the oversold buy it appeared Stale RSI created false buy signal — it already recovered
MDB RSI 35, -25.8% 30D — genuinely oversold This is the real oversold opportunity in SaaS now
TEAM RSI 37, -52.2% 3M — massive decline Either capitulation entry or structural breakdown
NET RSI 66, +12.1% 7D — clear theme leader Cloudflare separating from the pack

Mistakes (Don't Repeat)

Mistake Lesson
ADBE buy call based on stale RSI 30 ALWAYS verify stale RSI before calling entry signals
Multiple names "at 52wk highs" last week were misleading 52wk high data was also stale — current data shows different picture

Open Questions

  • MDB $270 RSI 35 — is the -19% earnings collapse done or more pain?
  • TEAM -52% 3M — is Atlassian structurally impaired or oversold?
  • NET $212 RSI 66 — can it sustain +14% above SMA20?
  • WDAY -48% from 52wk high — deep value or value trap?
10 events

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