Memory/Semis

Update

Memory/Semis

MU $426.13 (RSI 57, golden cross, +6.6% 30D — strongest). NVDA $180.25 (RSI 46, golden cross). ASML $1,345.69 (RSI 45, golden cross). AMD $198.93 (RSI 45, golden cross). TSM $339.35 (RSI 43, golden cross).

Quick Snapshot

Signal Reading
Overall 🟡 PULLBACK — GOLDEN CROSSES INTACT — All semi names still have golden crosses but RSIs drifting lower. MU $426.13 RSI 57, +6.6% 30D — the clear leader. TSM $339.35 RSI 43 weakest in the group. NVDA slipped to RSI 46. Overall structure still positive.
Key insight MU $426.13 RSI 57, +6.6% 30D, +4.1% 7D — memory upcycle confirmed, strongest semi name. NVDA $180.25 RSI 46 (was 50) — AI GPU leader slipping. ASML $1,345.69 RSI 45, -5.2% 30D — litho monopoly pulling back more.

Data (Validated 2026-03-13)

Stock Price 7D 30D 52wkHi RSI SMA20 vs SMA Status Action
TSM $339.35 -0.1% -7.8% -12.9% 43 $362.44 -6.4% 🟢 Golden cross, below SMA20 📈 Accumulate
AMD $198.93 +2.1% -3.4% -25.5% 45 $201.92 -1.5% 🟢 Golden cross 📈 Accumulate
ASML $1,345.69 +1.6% -5.2% -13.0% 45 $1,415.90 -5.0% 🟢 Golden cross, below SMA20 📈 Accumulate
NVDA $180.25 +0.7% -2.6% -15.1% 46 $184.95 -2.5% 🟢 Golden cross 🔒 Hold
MU $426.13 +4.1% +6.6% -6.5% 57 $408.84 +4.2% 🟢 Golden cross, above SMA 🔒 Hold

Key Changes vs 03/12

Stock 03/12 Price 03/13 Price Move Note
MU $406.41 $426.13 +4.9% RSI 53 → 57 — memory upcycle strengthening
NVDA $184.12 $180.25 -2.1% RSI 50 → 46 — slipping
ASML $1,352.42 $1,345.69 -0.5% RSI 46 → 45 — flat

Key Discoveries

Discovery Implication
MU +4.9% day, RSI 57 — outperforming all semis Memory upcycle strongest subsector signal
NVDA RSI 50 → 46 — slipping despite golden cross AI GPU demand narrative not translating to price action
All 5 golden crosses still intact Structural bull thesis holds despite pullbacks

Open Questions

  • MU outperformance — memory demand exceeding GPU demand?
  • NVDA slipping while MU rises — rotation within semis?
10 events
DateTypeEvent
Mar 13 ArchiveThe War Perspective Mar 12 UpdateMemory/Semis Mar 11 ScanAI Scan Mar 10 ScanAI Scan Mar 20 UpdateMemory/Semis Mar 20 ScanAI Scan Mar 3 ScanNVDA Ecosystem Scan Mar 24 ScanAI Scan Mar 26 ScanAI Sector Scan Feb 26 ScanNVDA Ecosystem Scan

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