NET $212.78 (RSI 66, +14.9% 30D). DDOG $128.79 (RSI 57). SNOW $177.92 (RSI 49). MDB $262.18 (RSI 33, -26.5% 30D). CFLT $30.67 (RSI 53). FSLY $24.84 (RSI 81, +54.9% 30D). DOCN $67.83 (RSI 62, +6.4% 30D). AKAM $107.85 (RSI 62, +3.1% 30D). ESTC $52.52 (RSI 39, -13.0% 30D).
Quick Snapshot
| Signal |
Reading |
| Overall |
🟡 SPLIT WITH NEW LEADERS — NET/FSLY/DOCN/AKAM surging. FSLY RSI 81 — extreme overbought after +54.9% 30D. NET RSI 66 leading. DOCN RSI 62 breakout. But MDB RSI 33 deepening oversold and ESTC RSI 39 weak. Two very different stories in web cloud. |
| Key insight |
FSLY $24.84 RSI 81 — extreme overbought, +54.9% 30D, +26.3% above SMA20. Don't chase. NET $212.78 RSI 66 remains the quality leader. DOCN $67.83 RSI 62, +29.0% 7D — DigitalOcean surging. MDB $262.18 RSI 33 deepening — the oversold opportunity. ESTC RSI 39 breaking down. |
Action Matrix
| Action |
Stocks |
Why |
| ⚠️ AVOID |
FSLY |
$24.84, RSI 81, +54.9% 30D — extreme overbought, don't chase |
| 🔍 RESEARCH |
MDB |
$262.18, RSI 33, -26.5% 30D — deeply oversold, verify thesis |
| 🔒 HOLD |
NET |
$212.78, RSI 66, +14.9% 30D — theme leader, quality breakout |
| 🔒 HOLD |
DOCN |
$67.83, RSI 62, +6.4% 30D — DigitalOcean breakout, golden cross |
| 🔒 HOLD |
AKAM |
$107.85, RSI 62, golden cross — CDN stable near high |
| 🔒 HOLD |
CFLT |
$30.67, RSI 53, golden cross — streaming infra near 52wk high |
| 🔒 HOLD |
DDOG |
$128.79, RSI 57 — observability solid |
| 🔒 HOLD |
SNOW |
$177.92, RSI 49 — data cloud mid-range |
| 🔍 WATCH |
ESTC |
$52.52, RSI 39, -13.0% 30D — Elastic declining, death cross |
Data (Validated 2026-03-12)
| Stock |
Price |
7D |
30D |
52wkHi |
RSI |
SMA20 |
vs SMA |
Status |
Action |
| MDB |
$262.18 |
+1.8% |
-26.5% |
-41.1% |
33 |
$308.81 |
-15.1% |
🔴 Oversold |
🔍 Research |
| ESTC |
$52.52 |
-1.2% |
-13.0% |
-50.0% |
39 |
$55.98 |
-6.2% |
🟡 Declining, death cross |
🔍 Watch |
| SNOW |
$177.92 |
+2.8% |
+2.9% |
-36.6% |
49 |
$173.36 |
+2.6% |
🟢 Above SMA |
🔒 Hold |
| CFLT |
$30.67 |
-0.2% |
+0.5% |
-0.3% |
53 |
$30.69 |
-0.1% |
🟢 Near 52wk high, golden cross |
🔒 Hold |
| DDOG |
$128.79 |
+3.3% |
+2.1% |
-36.8% |
57 |
$118.75 |
+8.5% |
🟢 Above SMA |
🔒 Hold |
| DOCN |
$67.83 |
+29.0% |
+6.4% |
-18.3% |
62 |
$61.10 |
+11.0% |
🟢 Golden cross, breakout |
🔒 Hold |
| AKAM |
$107.85 |
+3.6% |
+3.1% |
-4.8% |
62 |
$102.98 |
+4.7% |
🟢 Golden cross, near high |
🔒 Hold |
| NET |
$212.78 |
+10.9% |
+14.9% |
-18.2% |
66 |
$187.33 |
+13.6% |
🟢 Breakout leader |
🔒 Hold |
| FSLY |
$24.84 |
+13.3% |
+54.9% |
-1.6% |
81 |
$19.66 |
+26.3% |
🔴 Extreme overbought |
⚠️ Avoid |
Key Changes vs 03/11
| Stock |
03/11 Price |
03/12 Price |
Move |
Note |
| NET |
$212.44 |
$212.78 |
+0.2% |
Sustaining breakout — RSI 66 |
| MDB |
$270.46 |
$262.18 |
-3.1% |
Deepening — RSI 33 from 35 |
| DDOG |
$127.43 |
$128.79 |
+1.1% |
Slight gain — RSI 57 |
| SNOW |
$179.11 |
$177.92 |
-0.7% |
Flat — RSI 49 |
| CFLT |
$30.73 |
$30.67 |
-0.2% |
Essentially flat — RSI 53 |
| FSLY |
(new) |
$24.84 |
NEW |
RSI 81 — extreme overbought after massive run |
| DOCN |
(new) |
$67.83 |
NEW |
RSI 62, golden cross, +29.0% 7D — DigitalOcean breakout |
| AKAM |
(new) |
$107.85 |
NEW |
RSI 62, golden cross, near 52wk high |
| ESTC |
(new) |
$52.52 |
NEW |
RSI 39, death cross, -13.0% 30D — Elastic breaking down |
Key Discoveries
| Discovery |
Implication |
| FSLY RSI 81, +54.9% 30D — extreme overbought |
Fastly at near-52wk high after massive run — this is a trap for chasers |
| DOCN +29.0% 7D, RSI 62, golden cross |
DigitalOcean quietly having a big week — SMB cloud demand? |
| ESTC -13.0% 30D, RSI 39, death cross |
Elastic diverging negatively from NET/DDOG in cloud infrastructure |
| NET sustaining RSI 66 breakout |
Cloudflare quality thesis holding — structural outperformance |
Mistakes (Don't Repeat)
| Mistake |
Lesson |
| Tracking only 5 web-cloud names |
FSLY, DOCN, AKAM, ESTC have significant moves — broader coverage needed |
Open Questions
- FSLY RSI 81 — what drove the +54.9% 30D run? Take profits?
- DOCN +29% 7D — catalyst or technical breakout?
- MDB RSI 33 — how much more downside after -19% earnings drop?
- ESTC vs CFLT — same space, opposite directions — why?
- NET +13.6% above SMA20 — approaching extended territory?