Web & Cloud Candidates

Update

Web & Cloud Candidates

Web & Cloud Candidates — March 24, 2026

Overview

The most bifurcated sector in the market. NET/FSLY/AKAM surging while traditional SaaS (SNOW, MDB, ZS) languishes. Edge computing and CDN names are the clear winners — the "old internet" infrastructure is being re-rated.

Candidates

Ticker Price RSI Trend 7D 30D Signal Take
NET $216.09 60 up +3.7% +31.9% — The breakout star. AI inference at edge.
FSLY $28.37 73 strong-up +24.4% +60.6% — Parabolic. Overbought but momentum monster.
AKAM $115.33 69.2 strong-up +9.9% +15.2% — CDN legacy play re-rating. Near overbought.
CFLT $30.99 72.9 strong-up +0.9% +0.9% — Confluent streaming data. Overbought.
DDOG $123.85 52.2 weak-up -0.2% +18.6% — Observability, recovering
SNOW $163.60 40.3 strong-down -1.1% +1.6% DC Data warehouse, still in death cross
MDB $257.44 36.1 down +0.3% -17.6% — MongoDB, sharp selloff
ZS $142.33 32.5 strong-down -3.5% -4.7% DC Zscaler, catastrophic -45% vs SMA200

Action Items

  • NET: Hold if long. Entry was 30% ago — wait for pullback to $200.
  • FSLY: RSI 73, +60% 30D. Take profits if long. Don't initiate here.
  • MDB: Getting interesting at RSI 36 but death cross risk.
  • ZS: Broken. Don't catch this knife.
10 events
DateTypeEvent
Mar 26 UpdateWeb & Cloud Candidates Mar 20 ScanTech Insider Buys Scan Mar 31 UpdateWeb & Cloud Candidates Mar 31 ScanInsider Universe Mar 12 ScanTech Insider Buys Scan Mar 11 ScanInsider Activity Scan Mar 20 UpdateWeb/Cloud Infrastructure Apr 13 ScanInsider Scan Apr 3 UpdateWeb & Cloud Candidates Apr 3 ScanTech Insider Buys Scan

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