Web & Cloud Candidates
Web & Cloud Candidates
Web & Cloud Candidates — May 29, 2026
Overview
Web/cloud has bifurcated sharply. SNOW is the shock mover: $255.55 (RSI 87.1, +39.7% 7D, +87.3% 30D) — likely earnings catalyst. DDOG at $247.35, RSI 87.8 — still at blowoff. ESTC surged: $64.70, RSI 76.4, +39.4% 30D, +22.8% vs SMA20 — a new blowoff entrant. NET pushed to $241.82 (RSI 63.7, strong-up, +18.0% 30D, golden cross) — the cleanest web/cloud entry. DOCN pulled back slightly: $155.95, RSI 62.9, -5.7% 7D — still strong-up GC, now at +3.1% vs SMA20 (much healthier). AKAM stable: $149.54, RSI 63.8, +45.2% 30D. MDB continuing: $335.55, RSI 63. FSLY bounced +7.2% 7D but still weak: RSI 42.2, weak-down, -29.7% 30D. CFLT not found in web-cloud.json — stale data persists.
| Signal | Reading |
|---|---|
| Overall | 🟠 Web/cloud at maximum bifurcation — SNOW/DDOG/ESTC at RSI 76-88 blowoff; FSLY still collapsing; NET/DOCN are the clean entries |
| Key insight | SNOW +39.7% 7D is the single-week shock move. NET at RSI 64 golden cross is now the cleanest web/cloud entry — DOCN pulled back to a healthier +3.1% vs SMA20 |
Candidates
| Ticker | Price | RSI | Trend | 7D | 30D | 52wkHi | Signal | Take |
|---|---|---|---|---|---|---|---|---|
| DDOG | $247.35 | 87.8↑ | strong-up | +2.7% | +87.1% | -1.0% | GC | BLOWOFF. +24.3% vs SMA20. Near ATH. Don't initiate — hold with tight stops. |
| SNOW | $255.55 | 87.1↑ | up | +39.7% | +87.3% | -8.9% | DC | SHOCK MOVE. +53.8% vs SMA20. Earnings catalyst. Don't chase RSI 87. |
| ESTC | $64.70 | 76.4 | weak-up | +5.9% | +39.4% | -32.6% | DC | New blowoff entrant. +22.8% vs SMA20. Death cross. RSI 76 — extended. |
| AKAM | $149.54 | 63.8 | strong-up | -2.6% | +45.2% | -9.6% | GC | Slight pullback -2.6% 7D. +6.9% vs SMA20. Strong-up GC. |
| NET | $241.82 | 63.7 | strong-up | +7.4% | +18.0% | -7.0% | GC | Cloudflare best new entry. +12.4% vs SMA20. Strong-up GC. RSI 64 — not overbought. |
| MDB | $335.55 | 63.0 | up | +0.6% | +33.8% | -24.6% | DC | MongoDB steady recovery. +10.5% vs SMA20. Death cross. |
| DOCN | $155.95 | 62.9 | strong-up | -5.7% | +61.7% | -6.0% | GC | Pulled back from blowoff. +3.1% vs SMA20 (much healthier). Strong-up GC. |
| FSLY | $17.76 | 42.2 | weak-down | +7.2% | -29.7% | -49.0% | GC | STILL COLLAPSING despite +7.2% 7D bounce. -11.9% vs SMA20. -29.7% 30D. Thesis broken. |
| CFLT | — | — | — | — | — | — | — | ⚠️ STALE — not in web-cloud.json. Omitted pending data refresh. |
Action Matrix
| Action | Stocks | Why |
|---|---|---|
| ⚠️ AVOID | DDOG, SNOW | RSI 87-88 blowoff. +24-54% vs SMA20. Wait for RSI 60-65 consolidation |
| ⚠️ AVOID | ESTC | RSI 76 — new blowoff entrant. +22.8% vs SMA20. Death cross overhead. Don't add |
| 📈 ACCUMULATE | NET | Best new-entry: RSI 64, strong-up GC, +12.4% vs SMA20. Cloudflare = best web/cloud risk/reward |
| 📈 ACCUMULATE | DOCN | Pulled back from blowoff to +3.1% vs SMA20. RSI 63 healthy. Strong-up GC. Better risk/reward now |
| 🔍 WATCH | AKAM | RSI 64, -2.6% 7D pullback. +6.9% vs SMA20. Strong-up GC. Could enter on dip |
| 🔍 WATCH | MDB | RSI 63 recovery. +10.5% vs SMA20. Death cross overhead — needs GC flip for new position |
| 🔒 HOLD | DDOG | If already long, hold with stops. Don't add at RSI 88 |
| ❌ DON'T BUY | FSLY | -29.7% 30D while sector rips. Thesis broken. RSI 42 on a bounce is not a recovery signal |
What Changed vs 05/23
SNOW exploded +39.7% 7D (RSI 67→87) — earnings catalyst. ESTC pushed to RSI 76.4 (from 61.6), +39.4% 30D — new blowoff entrant. NET continued its climb to RSI 63.7 at $241.82. DOCN pulled back -5.7% 7D from its $158.46 high to $155.95 — a healthier SMA20 alignment at +3.1%. FSLY bounced +7.2% 7D but still -29.7% 30D — the bounce doesn't change the broken thesis. CFLT still not found in summary data.
Key Discoveries
| Discovery | Implication |
|---|---|
| SNOW +39.7% 7D, RSI 67→87 | Snowflake earnings blowout — data cloud thesis repriced overnight. RSI 87 not a buy |
| DOCN pullback to +3.1% vs SMA20 from +159.6% SMA200 | Developer cloud is digesting — the RSI 62.9/SMA20 realignment makes DOCN the best web cloud entry now |
| NET RSI 54→64 with +18% 30D while FSLY -29.7% | CDN thesis fully bifurcated: Cloudflare winning enterprise, Fastly losing |
Open Questions
- FSLY at RSI 42 with a +7.2% 7D bounce: technical or thesis recovery? Watch if RSI holds 45+ for a week.
- DOCN: is the -5.7% 7D pullback the SMA20 digestion, or early signs of developer cloud slowdown?
- CFLT: not in web-cloud.json — is it stale, delisted, or moved to another watchlist? Verify data status.
Related
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