Reason: NET finally confirms as the bellwether leader (strong-up, golden cross, thesis intact) instead of just holding the line; DDOG holds a clean uptrend; DOCN deteriorated hard (-22.4% 30D) since the last read; AKAM stays broken.

Tape-read: The prior roundup called NET the "bellwether" but flagged "no buy signal yet" while it held SMA50. That's resolved directionally: NET is now strong-up, golden cross, RSI 58.5, +18.8% above SMA200, thesisState: intact. DDOG is the other clean name — strong-up, golden cross, RSI 64.5, thesis intact. DOCN is the one that's gotten worse, not better, since the last check: weak-down, pullback, RSI 37.6, -22.41% 30D, -29.9% off its 52-week high — no longer the "oversold-but-intact" name it was. AKAM remains the clearest broken chart in the basket: RSI 33.9, pullback, -20.5% 30D, -31.9% off high. Source: summaries/web-cloud.json (no dedicated 2026-07-07 scan for this watchlist).

• NET — PROMOTE: RSI 58.5, strong-up, golden cross, thesis intact, +18.8% vs SMA200 — the bellwether call is confirmed this scan, not just holding a line.
• DDOG — PROMOTE/WATCH: RSI 64.5, strong-up, golden cross, thesis intact, +10.2% 30D — clean uptrend, not yet extended.
• DOCN — PASS: RSI 37.6, weak-down/pullback, -22.4% 30D, -17.9% vs SMA20 — deteriorated meaningfully since the last roundup; no longer a hold-through-the-dip name.
• AKAM — PASS: RSI 33.9, pullback, -20.5% 30D, -31.9% off 52wk high — still the legacy-CDN de-rate, no reversal evidence.

Lead pick: NET — the bellwether call is now confirmed rather than pending; strong-up, golden cross, thesis intact. DOCN is the one to flag as a downgrade from the last read — it moved from "oversold-but-intact" to genuinely weakening.