Reason: DDOG posted the strongest week in the basket - RSI up to 61.8 from 52.3 on a +8.55% week, now just -3.87% off a 52-week high; CRWD and OKTA both turned their weekly declines positive; INTU's bounce held for a second straight week even as the thesis stays flagged broken.

Tape Read

$DDOG posted the strongest move in the basket this cycle: RSI 61.8 (up from 52.3), a +8.55% week (was -1.53%), 30D +1.32% (was +0.93%), and now just -3.87% off its 52-week high — still golden-cross and thesis flagged intact, the cleanest structure in the group. $CRWD turned its decline positive: RSI 54.7 (up from 46.7), 7D +4.14% (was -4.89%), 30D nearly recovered to -1.2% (was -2.12%) — the giveback flagged last cycle is unwinding. $OKTA moved the same direction: RSI 56.8 (up from 50.9), 7D +2.48% (was -3.88%), though 30D eased further to +1.05% (was +3.73%) as the earlier re-acceleration continues reverting toward flat. $INTU held its bounce for a second straight cycle: RSI 59.2 (roughly flat from 62.2), 7D +6.66% (similar strength to last cycle's +7.96%), still -60.2% off its 52-week high (a modest improvement from -61.53%) — still downtrend regime and the thesis stays flagged broken, but this is now two consecutive positive weeks rather than a single bounce. Source: full-scan pre-computed summaries as of the 2026-07-31 close — cloud-saas.

• $DDOG — PROMOTE (upgraded from WATCH): RSI 61.8 (up from 52.3), +8.55% 7D, -3.87% off 52wk high — the strongest move in the basket, thesis intact, golden cross.
• $CRWD — WATCH (upgraded): RSI 54.7 (up from 46.7), 7D turned positive to +4.14% (was -4.89%) — the giveback flagged last cycle is unwinding.
• $OKTA — WATCH (upgraded): RSI 56.8 (up from 50.9), 7D turned positive to +2.48% (was -3.88%) — same recovery pattern as CRWD.
• $INTU — WATCH: RSI 59.2 (roughly flat from 62.2), 7D +6.66% — the bounce held for a second straight week, though the thesis stays flagged broken and it's still -60.2% off its 52-week high.

Lead pick: $DDOG is the clean upgrade this cycle — the strongest weekly print in the group, thesis intact, and the tightest distance to a fresh 52-week high. $INTU is worth watching: two consecutive positive weeks after being called broken is starting to look like more than a single bounce, though the distance from its high stays enormous.

Sources

• Tape data (price/RSI/SMA/returns): full-scan pre-computed summaries as of the 2026-07-31 close — cloud-saas.