Web/Cloud Infrastructure

Update

Web/Cloud Infrastructure

NET surged to $212.44 (RSI 66, +12.1% 7D). DDOG $127.43 (RSI 56). SNOW $179.11 (RSI 50). MDB $270.46 (RSI 35, -25.8% 30D). CFLT $30.73 (RSI 60).


Quick Snapshot

Signal Reading
Overall 🟡 SPLITNET surging at RSI 66 (+12.1% 7D, +14.1% above SMA20). CFLT RSI 60 stable near 52wk high. DDOG RSI 56 healthy. But MDB RSI 35, -25.8% 30D — deeply oversold. SNOW RSI 50 mid-range. Two-speed cloud infrastructure.
Key insight NET $212.44 RSI 66 is the clear outperformer — +12.2% 30D, +14.1% above SMA20. MDB $270.46 RSI 35 is the oversold opportunity — -25.8% 30D, -39.2% from 52wk high. This theme has the clearest buy/hold split.

Action Matrix

Action Stocks Why
🔍 RESEARCH MDB $270.46, RSI 35, -25.8% 30D — deeply oversold, verify earnings thesis
🔒 HOLD NET $212.44, RSI 66, +12.1% 7D — theme leader, outperforming
🔒 HOLD CFLT $30.73, RSI 60, golden cross — stable near 52wk high
🔒 HOLD DDOG $127.43, RSI 56, +4.7% 7D — observability solid
🔒 HOLD SNOW $179.11, RSI 50 — data cloud mid-range

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
SNOW $179.11 +4.4% +0.2% 50 $173.39 +3.3% 🟢 Above SMA 🔒 Hold
DDOG $127.43 +4.7% +0.1% 56 $118.67 +7.4% 🟢 Above SMA 🔒 Hold
CFLT $30.73 -0.1% +0.7% 60 $30.67 +0.2% 🟢 Near 52wk high, golden cross 🔒 Hold
NET $212.44 +12.1% +12.2% 66 $186.14 +14.1% 🟢 Strong breakout 🔒 Hold

Key Changes vs 03/10

Stock 03/10 Price 03/11 Price Move Note
NET $201.48 $212.44 +5.4% Continued surge — RSI 66, +14.1% above SMA20
MDB $271.74 $270.46 -0.5% Flat — RSI 35 confirms deeply oversold
DDOG $128.56 $127.43 -0.9% Flat — RSI 56 healthy
SNOW $182.84 $179.11 -2.0% Mild pullback — RSI 50
CFLT $30.75 $30.73 -0.1% Flat — RSI 60, golden cross

Key Discoveries

Discovery Implication
NET RSI 66, +14.1% above SMA20 — breakout leader Cloudflare widening its moat, separating from the pack
MDB RSI 35, -25.8% 30D — genuinely oversold Real oversold opportunity — but need to verify earnings thesis
CFLT golden cross, RSI 60, near 52wk high Streaming infrastructure quietly strong

Mistakes (Don't Repeat)

Mistake Lesson
Last week multiple names called "at 52wk highs" — unclear with stale data Fresh data shows different picture — always verify before claiming new highs

Open Questions

  • MDB RSI 35, -25.8% 30D — is earnings thesis broken or buying opportunity?
  • NET +14% above SMA20 — approaching extended, take partial profits?
  • CFLT golden cross near highs — quiet outperformer, add to position?
  • SNOW RSI 50 mid-range — directionless, need catalyst
10 events

No direct external sources are attached to this read.