Reason: Mega-cap cloud (GOOGL/AMZN) oversold-quality; data/infra SaaS (DDOG/SNOW/NET/MDB) mixed.

Tape-read: Two layers. The mega-cap cloud (GOOGL/AMZN) is oversold-quality — golden cross, near/above SMA200. The data-infra SaaS layer is bifurcated: capex-levered names (DDOG/SNOW/CRWD) still hold strong long-term trends, while the rate-sensitive app-SaaS (MDB and the broader CRM/NOW/ADBE cohort) is death-crossed and broken.

• GOOGL — OVERSOLD-QUALITY: RSI 35.3, golden cross, +8.9% vs SMA200, +91% 1y — strongest mega-cap trend, -12% 30d dip.
• AMZN — OVERSOLD-QUALITY: RSI 34.4, golden cross, right at SMA200 (-2%) — washed, needs reclaim.
• DDOG — OVERSOLD-QUALITY: RSI 50.2, golden cross, +43.7% vs SMA200, +77% 3m — strongest infra-SaaS trend, only a -6% pullback off SMA20.
• CRWD — CONFIRMED-BREAKOUT: RSI 55.3, golden cross, +36.4% vs SMA200, +72% 3m — security-infra leader, just -2.6% off SMA20.
• SNOW — MIXED: RSI 55.1, +21% vs SMA50 and +10% vs SMA200 but death-cross flag, +28% 30d — recovering, not yet clean.
• NET — MIXED/WATCH: RSI 46.8, golden cross, +7.1% vs SMA200 but -6.6% vs SMA20 — basing, flat 30d.
• MDB — BROKEN-AVOID: RSI 38.9, death cross, -11.8% vs SMA200 — downtrend.
• META — BROKEN-AVOID: RSI 34.7, death cross, -16.4% vs SMA200, collapse regime.

Lead pick: GOOGL — best risk/reward; strongest trend + deepest oversold dip among golden-cross names. Wait for a pop off RSI 35 and reclaim of SMA20 (~$363) to confirm before adding. DDOG/CRWD are the cleaner infra-SaaS adds-on-flag if you want the layer below mega-cap.