NET — candidate.roundup

Update

NET — candidate.roundup

Reason: Web infrastructure rallied on Friday, October 9, with all four names up 5% or more (cause not on file), but the week was mixed: $DDOG and $NET finished higher in intact trends, $DDOG overbought at its high, while $DOCN and $AKAM finished lower. $AKAM remains below its 200-day despite a positive year; $DOCN is a deep pullback in an intact trend.

Price/RSI Table

Stock Price 7D 30D 52wkHi 1Y vs 200-day RSI Status Action
NET 360.93 3.4 14.88 -2.54 63.35 51 61.7 🟢 Intact trend 🔒 Hold
DDOG 293.26 5.79 30.18 -0.25 78.74 55.7 73.4 🟠 Extended ⚠️ Don't chase
AKAM 106.95 -1.81 -3.43 -35.36 41.66 -4.6 47.6 🔴 Below 200-day 🔍 Watch
DOCN 134.82 -3.75 1.62 -28.1 240.97 25.4 53.1 🟡 Deep pullback 🔍 Watch

As of 2026-10-09. 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 2026-10-02

  • DOCN: up 8.81% on Friday but down 3.75% on the week, 28.1% under its high and 25.4% above its 200-day on a +240.97% year: it moves from intact to a deep pullback in an intact trend.
  • DDOG: up 5.79% on the week to 0.25% under its high at RSI 73.4: extended.
  • NET: up 3.4% on the week. It fell 3.39% on October 7 with nothing in that day's news dated to the move and held on October 8 while hardware sold (market briefs); 51% above its 200-day on a +63.35% year.
  • AKAM: up 6% Friday but down 1.81% on the week, 4.6% under its 200-day with a falling short-term trend, on a +41.66% year with positive alpha: a long trend under test, not broken.
  • Cause check for Friday's rally: news for NET was pulled October 8, before the session, and for AKAM (October 5), DOCN (September 22) and DDOG (September 11) was not pulled for this move; no October 9 captures; stock-events checked. Cause not on file.
  • Roster unchanged since October 2: no entrants, no dropouts.

Watch

AKAM's 200-day is the reclaim to watch; DOCN building a flag inside its long uptrend; DDOG resetting from overbought. Cloudflare is scheduled to report on October 29.

Sources

  • Tape data (price, RSI, returns, one-year change, distance to the 200-day): pre-computed summaries as of the 2026-10-09 settled close, summaries (Massive/Polygon).
  • Prior edition (format and roster only): 2026-10-02-web-cloud.
  • Event checks: research/stock-events/ (nothing dated October 5-9 for these names; NET October 29 report scheduled), the 2026-10-07 and 2026-10-08 market briefs under research/issues/, research/capture/ for October 5-9 (no October 9 article or social captures on file); news receipts under stocks/news/latest.json` (pull dates above).
8 events

No direct external sources are attached to this read.