Web & Cloud Candidates
Update
Web & Cloud Candidates
Web & Cloud Candidates — March 26, 2026
Overview
The bifurcation in web/cloud is now extreme. FSLY is parabolic — +180% in 3M, RSI 69.5, +169% above SMA200. AKAM +32.9% in 3M, RSI 68.6. DOCN has emerged as a new monster: +93.7% above SMA200, +52.7% in 30D, RSI 69.5. CFLT near all-time highs at RSI 72.8. NET pulled back -2.2% this week but +22% 30D and the breakout narrative remains intact. On the other side: SNOW -6.6% this week, ESTC -8.9% this week, MDB -7% this week. ZS -44.5% vs SMA200. The edge/CDN/streaming data trade is working; traditional SaaS is broken.
Candidates
| Ticker | Price | RSI | Trend | 7D | 30D | Signal | Take |
|---|---|---|---|---|---|---|---|
| DOCN | $85.60 | 69.5 | strong-up | +5.8% | +52.7% | GC | DigitalOcean monster breakout. +93.7% vs SMA200. New entry. |
| FSLY | $28.59 | 69.5 | strong-up | +14.8% | +49.5% | GC | Parabolic. +169% vs SMA200. +180% in 3M. Don't initiate. Take profits. |
| CFLT | $30.99 | 72.8 | strong-up | +0.9% | +1.0% | GC | Confluent near 52wk high. RSI 72.8. Hold if long — overbought but in trend. |
| AKAM | $117.25 | 68.6 | strong-up | +11.7% | +19.2% | GC | Akamai CDN re-rating. +37.3% vs SMA200. RSI approaching overbought. |
| NET | $210.05 | 54.5 | up | -2.2% | +22.0% | DC | Cloudflare pullback this week. +4.5% vs SMA200. Watch $205 support. |
| DDOG | $124.30 | 50.2 | weak-up | -3.5% | +11.0% | DC | Observability. Weak-up. The only SaaS with positive momentum. |
| MDB | $241.28 | 32.2 | down | -7.0% | -26.5% | GC | MongoDB approaching oversold. -22.6% vs SMA200. Contrarian watch. |
| SNOW | $162.31 | 40.2 | strong-down | -6.6% | -3.6% | DC | Snowflake broken. Death cross. -24.9% vs SMA200. |
| ZS | $141.50 | 33.6 | strong-down | -10.9% | -3.7% | DC | Zscaler catastrophic. -44.5% vs SMA200. -58% from 52wk high. Avoid. |
Action Items
- DOCN: New monster alert. +93.7% vs SMA200 and accelerating. Don't chase RSI 69 — wait for pullback to RSI 55-60.
- FSLY/CFLT: Hold if long. RSI 70+ = overbought. Take profits on FSLY (+180% 3M).
- NET: Pullback to $210. $205 is the test level. Buy if it holds.
- MDB: RSI 32 getting interesting but -26.5% 30D is still too much downward momentum.
- ZS/SNOW: Broken. Do not touch.
Related
10 events DateTypeEvent
Mar 31 UpdateWeb & Cloud Candidates Mar 31 ScanInsider Universe Mar 20 ScanTech Insider Buys Scan Mar 24 UpdateWeb & Cloud Candidates 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 No direct external sources are attached to this read.