Web/Cloud Infrastructure
Update
Web/Cloud Infrastructure
NET $212.30 (RSI 66, +9.6% 30D). FSLY $24.58 (RSI 80, still extreme overbought). DOCN $67.83 (RSI 62). AKAM $107.67 (RSI 61). MDB $260.50 (RSI 33, -26.5% 30D). DDOG $128.79 (RSI 57). CFLT $30.67 (RSI 53). SNOW $178.62 (RSI 49). ESTC $52.52 (RSI 39).
Quick Snapshot
| Signal | Reading |
|---|---|
| Overall | 🟡 SPLIT — NET/FSLY/DOCN/AKAM surging. FSLY RSI 80 still extreme overbought. NET RSI 66 leading. MDB RSI 33 deepening. ESTC RSI 39 weak. Two very different stories. |
| Key insight | FSLY $24.58 RSI 80 — slightly cooled from 81 but still extreme. NET $212.30 RSI 66 sustaining breakout. MDB $260.50 RSI 33 — oversold opportunity if thesis intact. DOCN $67.83 RSI 62, +29.0% 7D continues. |
Data (Validated 2026-03-13)
| Stock | Price | 7D | 30D | 52wkHi | RSI | SMA20 | vs SMA | Status | Action |
|---|---|---|---|---|---|---|---|---|---|
| MDB | $260.50 | -3.6% | -26.5% | -41.4% | 33 | $303.92 | -14.3% | 🔴 Oversold | 🔍 Research |
| ESTC | $52.52 | -1.2% | -13.0% | -50.0% | 39 | $55.98 | -6.2% | 🟡 Death cross | 🔍 Watch |
| SNOW | $178.62 | -1.8% | +0.9% | -36.4% | 49 | $173.36 | +3.0% | 🟢 Above SMA | 🔒 Hold |
| CFLT | $30.67 | -0.2% | +0.5% | -0.3% | 53 | $30.69 | -0.1% | 🟢 Near 52wk high | 🔒 Hold |
| DDOG | $128.79 | +3.3% | +2.1% | -36.8% | 57 | $118.75 | +8.5% | 🟢 Above SMA | 🔒 Hold |
| AKAM | $107.67 | +7.3% | -0.7% | -5.1% | 61 | $103.01 | +4.5% | 🟢 Golden cross, near high | 🔒 Hold |
| DOCN | $67.83 | +29.0% | +6.4% | -18.3% | 62 | $61.10 | +11.0% | 🟢 Golden cross, breakout | 🔒 Hold |
| NET | $212.30 | +9.3% | +9.6% | -18.4% | 66 | $188.66 | +12.5% | 🟢 Breakout leader | 🔒 Hold |
| FSLY | $24.58 | +13.7% | +39.2% | -4.7% | 80 | $20.06 | +22.5% | 🔴 Extreme overbought | ⚠️ Avoid |
Key Changes vs 03/12
| Stock | 03/12 Price | 03/13 Price | Move | Note |
|---|---|---|---|---|
| FSLY | $24.84 | $24.58 | -1.0% | RSI 81 → 80 — slight cooling but still extreme |
| AKAM | $107.85 | $107.67 | -0.2% | RSI 62 → 61 — flat |
| NET | $212.78 | $212.30 | -0.2% | RSI 66 — sustaining breakout |
Key Discoveries
| Discovery | Implication |
|---|---|
| FSLY cooling slightly from RSI 81 to 80 | Overbought extreme — still don't chase |
| NET sustaining RSI 66 for multiple days | Cloudflare structural outperformance confirmed |
| MDB RSI 33 flat — not bouncing | Oversold can stay oversold — need thesis validation |
Open Questions
Related
10 events DateTypeEvent
Mar 12 UpdateWeb/Cloud Infrastructure Mar 12 ScanTech Insider Buys Scan Mar 11 ScanInsider Activity Scan Mar 20 UpdateWeb/Cloud Infrastructure Mar 20 ScanTech Insider Buys Scan Mar 31 ScanInsider Universe Apr 3 UpdateWeb & Cloud Candidates Apr 3 ScanTech Insider Buys Scan Mar 26 UpdateWeb & Cloud Candidates Apr 10 UpdateWeb & Cloud Candidates No direct external sources are attached to this read.