Reason: Security/data-infra cooled sector-wide - CRWD/OKTA gave back their prior parabolic prints (RSI 74-78 down to high-50s/low-60s) while DDOG holds the cleanest uptrend in the basket; INTU stays the broken legacy-SaaS de-rate, unchanged.

Tape-read: The security/data-infra side of this basket cooled hard after last read's parabolic run — the cybersec scan flags "sector-wide RSI compression": CRWD fell from RSI 74.5 to 57.2 (-9.85% 7D) and OKTA from 77.9 to 62.2 (-5.11% 7D), both still golden-cross/strong-up, a healthy pullback within an uptrend rather than a breakdown. DDOG is the steadiest of the three: RSI 61.2 (down modestly from 64.5), strong-up, golden cross, thesis intact, +9.95% 30D — never got as extended as CRWD/OKTA and didn't need to cool as hard. INTU remains the clear laggard: RSI 45.2, collapse regime, thesis still flagged broken, -66.4% off its 52-week high — no reversal evidence. Source: 2026-07-11-cybersec (CRWD/OKTA overlap) + summaries/cloud-saas.json (no dedicated 2026-07-11 scan for the full cloud-saas watchlist).

• DDOG — PROMOTE: RSI 61.2, strong-up, golden cross, thesis intact, +9.95% 30D — the least-extended, cleanest name in the basket after the sector-wide cooldown.
• CRWD — WATCH: RSI 57.2 (down from 74.5), strong-up, golden cross, -9.85% 7D — a healthy pullback from parabolic, not a breakdown; still not a fresh add.
• OKTA — WATCH: RSI 62.2 (down from 77.9), strong-up, golden cross, +17.98% 30D — cooled out of the "trim, don't chase" zone from last read, but still up big over 3M.
• INTU — PASS: RSI 45.2, collapse regime, thesis flagged broken, -66.4% off 52wk high — unchanged legacy-SaaS de-rate, no reversal evidence.

Lead pick: DDOG — never got as extended as CRWD/OKTA, so it didn't need this week's sector-wide cooldown; the cleanest uptrend left standing. CRWD/OKTA are both still holds, not fresh entries, after giving back their prior extremes.