NET — candidate.roundup
Update
NET — candidate.roundup
Reason: Sold side; CDN broken (AKAM), data-infra mid-pullback (DDOG/SNOW)
The week (2026-06-18 EOW)
The sold side of the rotation — but split. CDN/edge (AKAM, FSLY) de-rated hard; data-infra/observability (DDOG, SNOW, MDB) are mid-pullback inside intact longer uptrends. No leaders here; the spread is "pullback" vs "broken."
| Symbol | Price | 7D | 30D | RSI | Trend | 52wkHi |
|---|---|---|---|---|---|---|
| SNOW | $232.29 | -4.76% | +30.79% | 58.9 | up | -16.38% |
| DOCN | $166.24 | -4.14% | +3.43% | 53.1 | strong-up | -11.34% |
| DDOG | $221.37 | -3.89% | -1.02% | 51.2 | strong-up | -20.57% |
| MDB | $332.75 | -6.45% | +2.03% | 49.7 | up | -21.57% |
| NET | $224.06 | -4.72% | +3.65% | 47.2 | strong-up | -19.06% |
| AKAM | $120.74 | -7.35% | -18.53% | 35.6 | weak-down | -27.02% |
| FSLY | $17.17 | -6.68% | -2.44% | 41.2 | weak-down | -50.69% |
- Oversold-but-intact (hold if owned): DDOG/DOCN/SNOW — trimming, not breaking; SNOW the relative strength (+31% 30D).
- Broken/avoid: AKAM (RSI 36, legacy-CDN de-rate), FSLY (falling knife, -51% from high).
- Bellwether: NET — highest-quality name being sold. Holds SMA50 (~$218) → group just consolidating; loses it → software de-rate spreading up-quality. No buy signal yet.
Related
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