Reason: All four names are red on 7D and mostly 30D, but every one is positive on change1y and above its 200-day - a genuine cohort of deep pullbacks in intact trends, not breakdowns. NET (+52.07% 1y, alpha +30.25) and DOCN (+285.6% 1y, alpha +263.78) are the strongest; AKAM has the thinnest cushion above its 200-day (+1.9%) and is the name to watch closest to the line.

Tape Read

$NET: price $293.14, RSI 52.2, golden-cross, trend strong-up, regime pullback, thesis intact, 7D -7.17%, 30D +8.98%, -11.76% off its 52-week high — 33.7% above its 200-day average (vsSma200) and change1y +52.07%, alpha1y +30.25: a deep pullback in a genuinely intact trend. $DDOG: price $235.62, RSI 43.9, golden-cross, trend weak-down (short-window), regime pullback, thesis intact, 7D -7.76%, 30D -4.13%, -19.51% off its high — 35.2% above its 200-day, change1y +82.44%, alpha1y +60.62: same read, intact. $DOCN: price $115.64, RSI 42.6, golden-cross, trend weak-down, regime pullback, thesis unrated, 7D -11.02%, 30D -18.95%, -38.33% off its high — the ugliest short window in the group, but 23.2% above its 200-day and change1y +285.6%, alpha1y +263.78: still a deep pullback in an intact trend despite the rough month. $AKAM: price $110.42, RSI 40.9, golden-cross, trend weak-down, regime pullback, thesis unrated, 7D -11.68%, 30D -11.17%, -33.26% off its high — only 1.9% above its 200-day (the thinnest cushion in the group), change1y +44.68%, alpha1y +22.86: intact for now, but $108.40 (its 200-day) is the level to watch if the pullback continues. Source: full-scan pre-computed summaries as of the 2026-08-21 close — web-cloud.

• $NET — PROMOTE-adjacent WATCH: thesis intact, change1y +52.07%, 33.7% above its 200-day, alpha1y +30.25 — deep pullback in an intact trend.
• $DDOG — WATCH: thesis intact, change1y +82.44%, alpha1y +60.62 — intact despite the weak-down short tag.
• $DOCN — WATCH: change1y +285.6%, alpha1y +263.78 — the group's strongest long-horizon number, despite the worst 30D print (-18.95%).
• $AKAM — WATCH: only 1.9% above its 200-day — intact but the thinnest margin in the group; watch $108.40.

Lead pick: This entire cohort reads as deep pullbacks in intact uptrends rather than breakdowns — every name is positive on change1y and above its 200-day, even as all four sit red on the short window. $DOCN's long-horizon number is the standout (+285.6%), while $AKAM is the one to watch most closely given its thin buffer above its 200-day.

Sources

• Tape data (price/RSI/SMA/returns/change1y/alpha1y): full-scan pre-computed summaries as of the 2026-08-21 close — web-cloud.