Reason: Software bifurcated. $DDOG, $CRWD and $OKTA ripped on the week and month and sit well above their 200-day (OKTA and DDOG are stretched), while $INTU remains the broken name: below its 200-day with a deeply negative year. $ZS is bouncing but still far under its high.

Price/RSI Table

As of 2026-10-02. Status reads the 200-day trend first and RSI second; Action is a trend-hold lens: an extended name is never an entry, and a name below its 200-day with a negative year is not a dip.

What Changed Since 2026-09-25

• OKTA/CRWD: strongest weekly gains in the group; cause unknown (news pulled 2026-10-03, no item on the move; stock-events and the October 1-2 captures checked).
• INTU: strong-down trend, below its 200-day, negative alpha; a real long trend under test.
• DDOG: RSI above 70, extended.
• Roster unchanged since September 25: no entrants, no dropouts.

Sources

• Tape data (price, RSI, returns, one-year change, distance to the 200-day): pre-computed summaries as of the 2026-10-02 desk date, summaries (Schwab).
• Prior edition (format and roster only): 2026-09-25-cloud-saas.
• Event checks: research/stock-events/, the 2026-10-01 market brief and 2026-10-01/02 prints digests under research/issues/; news receipts under stocks/news/latest.json` (memory names pulled 2026-10-01, before the October 2 move).