Reason: NET's leadership held and extended further (30D now +23.92%); DDOG stayed the steady alternate; AKAM gave back part of last read's stabilization; DOCN deepened further into the clear laggard spot in the basket.

Tape Read

NET's leadership keeps confirming: RSI 65.2 (essentially flat from 64.8), still strong-up/golden-cross, thesis intact, now +23.92% over 30 days (was +8.66% 7D last read) — cybersec.md's price table still has it near the top of the security/data-infra board. DDOG stayed the steady alternate: RSI 57.7 (down slightly from 61.2), strong-up, golden cross, thesis intact, +16% 30D. AKAM gave back part of last read's surprise stabilization: RSI fell to 45.4 (was 51.3), -4.75% 7D, though its 30-day print held roughly flat (-3.78% vs -4.73%) — not a full reversal of the stabilization, but not confirmation either. DOCN is the one that kept getting worse: RSI 35.7 (was 38.9), -31.37% 30D (was -25.33%), now -36.58% off its 52-week high (was -30.41%) — the clear laggard, deepening further. Source: 2026-07-17-cybersec (NET cross-reference) + summaries/web-cloud.json (no dedicated 2026-07-17 scan for the full web-cloud watchlist).

• NET — PROMOTE: RSI 65.2, strong-up, golden cross, thesis intact, +23.92% 30D — leadership confirmed further, still the bellwether of the basket.
• DDOG — PROMOTE/WATCH: RSI 57.7 (down slightly from 61.2), strong-up, golden cross, thesis intact — steady, unchanged read.
• AKAM — WATCH (cooled from last read's upgrade): RSI 45.4 (down from 51.3), -4.75% 7D, 30D roughly flat (-3.78%) — gave back some of last read's stabilization signal, not yet a confirmed reversal either way.
• DOCN — PASS: RSI 35.7 (down from 38.9), -31.37% 30D (worse than -25.33%), -36.58% off 52wk high — still the clear laggard, deteriorating further.

Lead pick: NET — the bellwether call keeps confirming and extending. DOCN is the downgrade to flag again: the laggard just got more laggard. AKAM's stabilization from last read cooled but didn't fully reverse — still the one to watch for a genuine base.

Sources

• Tape data (price/RSI/SMA/returns): full-scan pre-computed summaries as of the 2026-07-17 close — *.