Memory & Storage Candidates

Update

Memory & Storage Candidates

Memory & Storage Candidates — March 31, 2026

Overview

Memory sector in sharp reversal. MU hit hard — RSI dropped to 33.6, -18.1% below SMA20 (the most extreme move in the sector), -18.1% in a single week and -20.8% over 30 days. The +50% vs SMA200 cushion has eroded significantly. WDC also pulled back: RSI 46.6, -4.6% below SMA20, -12.4% 7D — weakening from monster highs. STX -10.2% 7D, RSI 47.5, -2.4% below SMA20 — still weak-down with golden cross intact but trend fading.

Candidates

Ticker Price RSI Trend 7D 30D Signal Take
WDC $265.60 46.6 weak-down -12.4% -1.6% GC Western Digital. Big weekly drop. -4.6% vs SMA20. Golden cross intact. Still above SMA200.
STX $380.67 47.5 weak-down -10.2% +0.5% GC Seagate continuing to pull back. -2.4% vs SMA20. Golden cross intact.
MU $326.80 33.6 weak-down -18.1% -20.8% GC Micron severe flush. -18.1% below SMA20. Golden cross intact. RSI approaching oversold.

Action Items

  • MU: RSI 33.6 approaching oversold with golden cross intact — the structural bull thesis (AI HBM memory) is unchanged. -18.1% below SMA20 is extreme. Watch RSI 30 for staged entry. Don't catch the falling knife on the way down — confirm stabilization first.
  • WDC: -12.4% 7D is the monster trade giving back gains. Golden cross intact but weak-down signal. Hold if long, don't add until trend stabilizes.
  • STX: -10.2% 7D continuation. Trend weakening. Golden cross provides floor but don't add into the slide.

Key Changes vs 03/26

Ticker Price 03/26 Price 03/31 Move Note
WDC $275.83 $265.60 -3.7% Monster trade pulling back. -12.4% 7D. -4.6% below SMA20.
STX $381.45 $380.67 -0.2% Net flat but -10.2% 7D is the real move.
MU $356.91 $326.80 -8.4% -18.1% 7D is a dramatic flush. RSI 37.5 → 33.6. Watch for oversold entry.
9 events
DateTypeEvent
Mar 31 ScanMonster Scan Apr 3 UpdateMemory & Storage Candidates Mar 26 UpdateMemory & Storage Candidates Mar 26 ScanMonster Scan Mar 24 UpdateMemory & Storage Candidates Mar 24 ScanAI Scan Apr 10 UpdateMemory & Storage Candidates Mar 20 ScanMonster Scan Mar 20 ScanAI Scan

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