Reason: Infra-SaaS (NET/DDOG/CRWD) held and strengthened EOW while mega-cap cloud (GOOGL/AMZN) kept selling; NET +3.44% this week is the relative-strength standout.

Tape-read: Three clear layers. Mega-cap cloud (GOOGL/AMZN) is oversold-quality — golden cross, at/near SMA200, -13% to -14% 30d dips that need a base. Infra-SaaS (NET/DDOG/CRWD) is the week's winner — all golden cross, strengthening RSIs, NET +3.44% while everything else sold. Recovery-mixed (SNOW/MDB) — both with death crosses and improving 30d momentum, not yet clean. Broken (META) — avoid.

• GOOGL — OVERSOLD-QUALITY: RSI 34.0, golden cross, +7.6% vs SMA200; -1.51% 7d, -13.18% 30d — held best on the week among mega-cap; still deepest oversold of the intact names.
• AMZN — OVERSOLD-QUALITY: RSI 40.0 (bounced), golden cross, 0.0% vs SMA200; -3.64% 7d, -14.41% 30d — right at the SMA200 line, needs reclaim confirmation.
• NET — CONFIRMED-BREAKOUT/OUTPERFORMER: RSI 54.6, golden cross, +14.2% vs SMA200, -0.7% vs SMA20; +3.44% 7d, +13.39% 30d — week's relative-strength standout in the cohort; approaching SMA20 resistance.
• DDOG — CONFIRMED-BREAKOUT: RSI 62.3, golden cross, +56.0% vs SMA200, +1.8% vs SMA20; -0.71% 7d, +8.1% 30d, +109% 3m — strongest infra-SaaS trend, consolidating just above SMA20.
• CRWD — CONFIRMED-BREAKOUT: RSI 60.9, golden cross, +41.4% vs SMA200, +0.9% vs SMA20; -1.36% 7d, +8.64% 30d, +89.7% 3m — security-infra leader, just above SMA20.
• SNOW — MIXED/WATCH: RSI 65.0, death cross, +20.9% vs SMA200; -2.24% 7d, +42.05% 30d — parabolic 30d recovery but death cross still in place; elevated RSI without cross confirmation.
• MDB — MIXED/AVOID: RSI 46.3, death cross, -5.5% vs SMA200; -5.2% 7d, +6.64% 30d — recovering 30d but structure still broken.
• META — BROKEN-AVOID: RSI 38.4 (bounced), death cross, -15.2% vs SMA200, -24.75% 1y; -4.37% 7d — collapse regime, EOW bounce changes nothing.

Lead pick: GOOGL for the quality oversold dip — best 1y trend, held best this week; wait for pop back above SMA20 (~$360.75) to confirm. NET is the week's infra-SaaS add: +3.44% while mega-caps bled = relative strength; add on a flag toward SMA20 ($238.86). DDOG/CRWD are the holds/adds-on-flags in the infra layer if you want the tier below mega-cap.