event_id: 2026-05-29-memory-supercycle-eow-full-scan-refresh

Type: refresh (subtype: eow-full-scan-data-refresh)

Source: 2026-05-29 EOW full-scan; memory + ai-infra.json (fresh 2026-05-29 bars).

Strike-window reversal confirmed — publish-gate fired: All 5 US names ripped on the week (MU +22.3% 7D / RSI 78.0, SNDK +9.1% 7D / RSI 72.2, STX +8.9% / RSI 74.5, WDC +9.4% / RSI 71.8, DRAM ETF +17.9% / RSI 76.2, HY9H.F +25.5% 7D / RSI 76.2). The R14 read ("smart money selling INTO the strike, not buying through it") was correct — the cohort recovered and extended once the binary cleared. The operational gate ("cohort breaks green: RSI ≥40, 5D ROC positive across ≥4/5") has fired decisively; RSI ≥70 across 4 of 5 is materially beyond the gate threshold.

Prior tape verification: SNDK +174% 3M flagged in prior notes — fresh 3M is +173.8% (confirmed). MU +87% 30D — fresh 30D is +87.8% (confirmed). MU outperformance vs Samsung watch-for has materialized (+22.3% 7D vs prior Korea-correlated -14.3% 7D selloff). HY9H.F 30D/3M unavailable in fresh summary.

Posture: thesis intact and now consensus — cohort is extended (RSI 70-78 range), no longer mid-discovery. HOLD the structural read; the cycle argument (contract-price acceleration + deficit data pointing to 2027-2028) stands, but the tape is a late-entry zone, not a fresh signal.