Reason: DOCN posted its first positive week after two straight reads of "deepening further" - +3.89% 7D, its 30-day drawdown narrowing from -31.37% to -16.86%; NET's leadership cooled but stays intact; DDOG cooled alongside it; AKAM kept slipping with no confirmed reversal.

Tape Read

DOCN is the surprise this cycle: after two straight reads of being "the clear laggard, deteriorating further," it posted its first positive week — RSI 42.4 (up from 35.7), +3.89% 7D, and its 30-day drawdown narrowed meaningfully to -16.86% (was -31.37%), now -30.05% off its 52-week high (was -36.58%). NET's leadership cooled a step: RSI 53.4 (down from 65.2), -5.59% 7D, still golden-cross/uptrend and thesis flagged intact, though 30D eased to +17.3% (was +23.92%) — the read is unchanged even after giving back some of last week's extension. DDOG cooled alongside NET: RSI 49.5 (down from 57.7), -4.57% 7D, still golden cross and thesis intact, 30D down to +10.87% (was +16%). AKAM kept slipping: RSI 41.1 (down from 45.4), -4.01% 7D, 30D roughly flat at -3.44% (was -3.78%) — the stabilization flagged two reads ago still hasn't confirmed. Source: full-scan pre-computed summaries as of the 2026-07-24 close — *.

• NET — WATCH (cooled from PROMOTE): RSI 53.4 (down from 65.2), still uptrend/golden cross, thesis intact, +17.3% 30D — leadership cooled a step but the confirmed uptrend read is unchanged.
• DDOG — WATCH (cooled from PROMOTE): RSI 49.5 (down from 57.7), still golden cross, thesis intact, +10.87% 30D — the same cooldown seen across the security/data-infra names this cycle.
• AKAM — PASS: RSI 41.1 (down from 45.4), -4.01% 7D, 30D roughly flat — the stabilization flagged two reads ago hasn't confirmed, still slipping.
• DOCN — WATCH (upgraded from PASS): RSI 42.4 (up from 35.7), +3.89% 7D (first positive week in this file's recent run), 30D improved to -16.86% (from -31.37%) — the laggard's first real stabilization sign after two straight reads of deepening.

Lead pick: NET's leadership cooled but is still intact — the read is unchanged even after giving back some of last week's extension. DOCN is the one to flag: after being "the clear laggard, deteriorating further" for two straight reads, it just posted a real positive week and a meaningfully better 30-day print.

Sources

• Tape data (price/RSI/SMA/returns): full-scan pre-computed summaries as of the 2026-07-24 close — *.