DOCN $82.01 (RSI 69.2, strong-up GC, +28.9% 30D — breakout accelerating). FSLY $24.90 (RSI 66.6, strong-up GC, +37.7% 30D — still elevated). AKAM $110.08 (RSI 62.9, strong-up GC, +16.9% 30D). NET $216.74 (RSI 62.4, up DC, +22.4% 30D). CFLT $30.99 (RSI 72.9, strong-up GC — near 52wk high). DDOG $125.77 (RSI 52.2, weak-up DC). SNOW $168.25 (RSI 42.0, strong-down DC). ESTC $53.53 (RSI 42.7, strong-down DC). MDB $260.88 (RSI 34.7, down GC).
Quick Snapshot
| Signal |
Reading |
| Overall |
🟢 SPLIT — CDN/EDGE SURGING, DATABASE SINKING — DOCN +28.9% 30D, FSLY +37.7% 30D, AKAM +16.9% 30D, NET +22.4% 30D — CDN/edge names all ripping. CFLT RSI 72.9 at 52wk high. Meanwhile MDB RSI 34.7 declining, SNOW/ESTC weak. Clear divergence: network edge wins, database/data warehouse loses. |
| Key insight |
CFLT $30.99 RSI 72.9 — Confluent approaching overbought at 52wk high, the new edge leader to watch. DOCN $82.01 RSI 69.2, +28.9% 30D — DigitalOcean breakout continuing. MDB $260.88 RSI 34.7, -24.3% 30D — MongoDB oversold, no bounce. |
Action Matrix
| Action |
Stocks |
Why |
| ⚠️ AVOID |
CFLT |
$30.99, RSI 72.9 — at 52wk high, overbought — don't chase |
| ⚠️ AVOID |
FSLY |
$24.90, RSI 66.6, +37.7% 30D — still elevated, wait for RSI < 50 |
| 🔒 HOLD |
NET |
$216.74, RSI 62.4, +22.4% 30D — Cloudflare structural leader |
| 🔒 HOLD |
DOCN |
$82.01, RSI 69.2, +28.9% 30D — DigitalOcean breakout |
| 🔒 HOLD |
AKAM |
$110.08, RSI 62.9, +16.9% 30D — Akamai golden cross momentum |
| 🔒 HOLD |
DDOG |
$125.77, RSI 52.2 — observability holding up |
| 🔍 RESEARCH |
MDB |
$260.88, RSI 34.7, -24.3% 30D — MongoDB oversold thesis check |
| 🔍 WATCH |
SNOW |
$168.25, RSI 42.0 — Snowflake weak, strong-down death cross |
| 🔍 WATCH |
ESTC |
$53.53, RSI 42.7 — Elastic approaching entry zone |
Data (Validated 2026-03-20)
| Stock |
Price |
7D |
30D |
52wkHi |
RSI |
SMA20 |
vs SMA |
Status |
Action |
| MDB |
$260.88 |
+0.9% |
-24.3% |
-41.1% |
34.7 |
$281.55 |
-7.3% |
🔴 Down, golden cross |
🔍 Research |
| SNOW |
$168.25 |
-2.8% |
-2.5% |
-40.0% |
42.0 |
$172.55 |
-2.5% |
🔴 Strong-down, death cross |
🔍 Watch |
| ESTC |
$53.53 |
+5.9% |
-7.9% |
-48.6% |
42.7 |
$54.00 |
-0.9% |
🔴 Strong-down, death cross |
🔍 Watch |
| DDOG |
$125.77 |
+0.8% |
+8.7% |
-37.6% |
52.2 |
$120.42 |
+4.4% |
🟡 Weak-up, death cross |
🔒 Hold |
| NET |
$216.74 |
+3.2% |
+22.4% |
-16.6% |
62.4 |
$195.25 |
+11.0% |
🟢 Up, death cross — leading |
🔒 Hold |
| AKAM |
$110.08 |
+0.9% |
+16.9% |
-3.0% |
62.9 |
$103.36 |
+6.5% |
🟢 Strong-up, golden cross |
🔒 Hold |
| DOCN |
$82.01 |
+23.1% |
+28.9% |
-5.2% |
69.2 |
$64.41 |
+27.3% |
🟢 Strong-up, golden cross |
🔒 Hold |
| FSLY |
$24.90 |
+3.6% |
+37.7% |
-9.8% |
66.6 |
$21.77 |
+14.4% |
🟢 Strong-up, golden cross |
⚠️ Avoid |
| CFLT |
$30.99 |
+0.9% |
+0.9% |
-0.0% |
72.9 |
$30.73 |
+0.8% |
🔴 Approaching overbought |
⚠️ Avoid |
Key Changes vs 03/13
| Stock |
03/13 Price |
03/20 Price |
Move |
Note |
| DOCN |
$67.83 |
$82.01 |
+20.9% |
RSI 62 → 69.2 — breakout accelerating dramatically |
| CFLT |
$30.67 |
$30.99 |
+1.0% |
RSI 53 → 72.9 — major RSI surge, now at 52wk high |
| NET |
$212.30 |
$216.74 |
+2.1% |
RSI 66 → 62.4 — slight cooling, still leading |
| AKAM |
$107.67 |
$110.08 |
+2.2% |
RSI 61 → 62.9 — continuation |
| FSLY |
$24.58 |
$24.90 |
+1.3% |
RSI 80 → 66.6 — cooling from extreme but still elevated |
| MDB |
$260.50 |
$260.88 |
flat |
RSI 33 → 34.7 — no recovery, flat |
| SNOW |
$178.62 |
$168.25 |
-5.8% |
RSI 49 → 42.0 — significant deterioration |
Key Discoveries
| Discovery |
Implication |
| DOCN +20.9% in one week, +28.9% 30D |
DigitalOcean breakout is real — cloud infrastructure mid-cap momentum theme |
| CFLT RSI 72.9 at 52wk high |
Confluent streaming platform hitting new highs while rest of SaaS crumbles — data infrastructure divergence |
| SNOW -5.8% week, RSI 42 |
Snowflake data warehouse thesis softening — DOCN/CFLT winning while SNOW/MDB lose |
Mistakes (Don't Repeat)
| Mistake |
Lesson |
| Expecting FSLY RSI 80 correction quickly |
Overbought can stay overbought longer than expected |
Open Questions
- DOCN +28.9% 30D — fundamental catalyst or sector rotation out of hyperscalers?
- CFLT RSI 72.9 at 52wk high — real growth story or overbought to fade?
- MDB flat RSI 34 for two weeks — value trap or accumulation?