NET — candidate.roundup
Update
NET — candidate.roundup
Reason: Web infrastructure leaders ($NET, $DDOG, $DOCN) are above their 200-day with big years and large 30-day gains; $DDOG is overbought. $AKAM is the laggard: slightly below its 200-day with a weak week.
Price/RSI Table
| Stock | Price | 7D | 30D | 52wkHi | 1Y | vs 200-day | RSI | Status | Action |
|---|---|---|---|---|---|---|---|---|---|
| NET | 349.07 | 0.01 | 27.99 | -5 | 55.45 | 48.4 | 60.3 | 🟢 Intact trend | 🔒 Hold |
| DDOG | 277.22 | 3.39 | 32.5 | -5.3 | 82.9 | 50 | 70.6 | 🟠 Extended | ⚠️ Don't chase |
| AKAM | 108.92 | -4.41 | 3.64 | -34.17 | 39.62 | -2.5 | 48.2 | 🟡 Mixed | 🔍 Watch |
| DOCN | 140.07 | 0.23 | 33.57 | -25.3 | 261.84 | 32.9 | 58.1 | 🟢 Intact trend | 🔒 Hold |
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
- DOCN/NET: strong monthly runs, trends intact.
- AKAM: down on the week; the 200-day is the level to watch.
- DDOG: RSI above 70.
- 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-web-cloud.
- Event checks:
research/stock-events/, the 2026-10-01 market brief and 2026-10-01/02 prints digests underresearch/issues/; news receipts under stocks/news/latest.json` (memory names pulled 2026-10-01, before the October 2 move).
Related
9 events DateTypeEvent
Oct 2 ScanInsider Activity Scan Sep 25 UpdateNET — candidate.roundup Oct 9 UpdateNET — candidate.roundup Oct 9 ScanInsider Activity Scan Sep 25 ScanInsider Activity Scan Sep 23 UpdateNET — candidate.roundup Sep 23 ScanInsider Activity Scan Sep 18 UpdateNET — candidate.roundup Oct 16 UpdateNET — candidate.roundup No direct external sources are attached to this read.