DDOG — candidate.roundup
Update
DDOG — candidate.roundup
Reason: DDOG recovered from last cycle's near-oversold dip - RSI back to 44.3 (was 38.7), 7D +3.89% (was -10.14%), 30D loss cut roughly in half to -8.18% (was -24.8%) - 1-year change +58.97% and alpha +42.75 stay solidly positive. CRWD and OKTA both cooled across every window this cycle (CRWD 1-year change +90.81%, was +106.65%; OKTA +81.06%, was +90.1%), pulling back further from their highs. INTU remains the cohort's deepest breakdown and worsened again - 1-year change -51.32% (was -50.22%), 23.5% below its 200-day (was -22.1%).
Price/RSI Table
| Stock | Price | 7D | 30D | 52wkHi | RSI | Status | Action |
|---|---|---|---|---|---|---|---|
| DDOG | $221.21 | +3.89% | -8.18% | -24.43% | 44.3 | 🟢 Pullback entry | 📈 Accumulate |
| CRWD | $206.74 | -2.98% | -6.78% | -11.60% | 50.0 | 🟢 Pullback entry | 📈 Accumulate |
| OKTA | $166.50 | -2.40% | +13.03% | -7.21% | 58.0 | 🟢 Pullback entry | 🔒 Hold |
| INTU | $321.57 | -3.35% | -3.93% | -54.39% | 43.8 | 🔴 Breakdown | ❌ Don't Buy |
What Changed Since 2026-09-04
- DDOG recovered from last cycle's near-oversold flag: RSI 44.3 (was 38.7), 7D +3.89% (was -10.14%), 30D loss cut to -8.18% (was -24.8%) - the deepest short-window pullback in the group has eased, and 1-year change (+58.97%) and alpha (+42.75) stay solidly positive.
- CRWD cooled across every window: 1-year change +90.81% (was +106.65%), alpha +74.59 (was +88), now -11.6% off its high (was -8.88%).
- OKTA also cooled and pulled back further from its high: -7.21% off its high (was -2.43%), 1-year change +81.06% (was +90.1%), alpha +64.84 (was +71.45).
- INTU's breakdown deepened again: 1-year change -51.32% (was -50.22%), alpha -67.53 (roughly flat vs -68.87), now 23.5% below its 200-day (was -22.1%) - still the cohort's structurally broken name.
Sources
- Tape data (price/RSI/SMA/returns/1-year change/1-year alpha): pre-computed summaries as of the 2026-09-11 close — cloud-saas (Schwab).
- Prior-cycle comparison: 2026-09-04-cloud-saas.
Related
8 events DateTypeEvent
Sep 18 UpdateCRWD — candidate.roundup Sep 4 UpdateDDOG — candidate.roundup Sep 18 ScanTech Insider Buys Scan Sep 4 ScanTech Insider Buys Scan — Three Confirmed Beats Sell Off Anyway (CRDO, MDB, PANW), CRDO's Chart Cracks Below Its 200 Day On A Margin Scare, SMCI's One Year Deficit Nearly Closes, MSFT's One Year Return Flips Back Negative, ESTC Resolves From Unconfirmed To A Confirmed Beat And Cools Hard Anyway Sep 23 UpdateCRWD — candidate.roundup Sep 23 ScanTech Insider Buys Scan Sep 25 UpdateCRWD — candidate.roundup Aug 28 UpdateCRWD — candidate.roundup No direct external sources are attached to this read.