Reason: NET confirms as the one name still gaining this week, per the cybersec scan, and now tops the RSI stack; AKAM shows the first real stabilization in a while; DOCN keeps deteriorating and is now the clear laggard in the basket.

Tape-read: NET's leadership keeps strengthening — RSI 58.5→64.8, strong-up, golden cross, thesis intact, +8.66% 7D. The cybersec scan (which also tracks NET) frames this directly: "NET flipped from the sector's quiet, steady name to its only gainer this week... a full leadership reversal." DDOG cooled slightly alongside the broader security/data-infra pullback (RSI 64.5→61.2) but stays strong-up, golden cross, thesis intact. AKAM is this week's real surprise: RSI jumped from 33.9 to 51.3, 7D flipped to +8.52%, and its 30-day print improved from -20.5% to -4.73% — the first real stabilization since this file started flagging it as the legacy-CDN de-rate. DOCN is the one that kept getting worse: -25.33% 30D (was -22.41%), -7.35% 1D, now -30.41% off its 52-week high — the clear laggard in the basket. Source: 2026-07-11-cybersec (NET cross-reference) + summaries/web-cloud.json (no dedicated 2026-07-11 scan for the full web-cloud watchlist).

• NET — PROMOTE: RSI 64.8 (up from 58.5), strong-up, golden cross, thesis intact, +8.66% 7D — leadership confirmed further; per the cybersec scan, now the sector's only gainer this week.
• DDOG — PROMOTE/WATCH: RSI 61.2 (down slightly from 64.5), strong-up, golden cross, thesis intact — still clean, cooling alongside the broader security-name pullback.
• AKAM — WATCH (upgraded from PASS): RSI 51.3 (up sharply from 33.9), +8.52% 7D, 30D improved to -4.73% (was -20.5%) — first real stabilization signal since this file began flagging it as broken; not yet a promote, but worth tracking.
• DOCN — PASS: RSI 38.9, weak-down/pullback, -25.33% 30D (worse than -22.41%), -30.41% off 52wk high — the clear laggard now, deteriorating further.

Lead pick: NET — the bellwether call keeps confirming, now with an explicit "only gainer" read from the cybersec scan. AKAM is the one to watch for a genuine reversal after years of de-rating; DOCN is the downgrade to flag.