MU — candidate.roundup
Update
MU — candidate.roundup
Reason: Memory the strongest cohort of the rotation; MU +51% 30D, WDC RSI 78
The week (2026-06-18 EOW)
The May/June memory blowoff didn't reverse — it kept compounding into the strongest single cohort of the down-stack rotation. Every name is within ~6% of its 52wk high; the only question is extension, not direction.
| Symbol | Price | 7D | 30D | RSI | Trend | 52wkHi |
|---|---|---|---|---|---|---|
| MU | $1,133.99 | +6.55% | +51.0% | 66.3 | strong-up | -1.34% |
| WDC | $746.23 | +9.69% | +54.1% | 78.0 | strong-up | -4.01% |
| HY9H.F | $1,580.00 | +19.70% | +54.15% | 67.0 | strong-up | -1.25% |
| STX | $1,070.23 | +0.67% | +31.68% | 74.1 | strong-up | -2.82% |
| DRAM | $80.72 | +9.81% | +33.40% | 71.9 | neutral | -0.76% |
| SIMO | $321.66 | +16.63% | +16.48% | 68.2 | strong-up | -2.90% |
| EWY | $219.02 | +5.04% | +9.16% | 62.6 | strong-up | -0.85% |
- MU — healthiest hold. RSI 66.3 (lowest of the US trio) while +51% 30D / +17.4% vs SMA20 — compounding without RSI going extreme. The anchor; hold through gaps, don't chase at the high.
- WDC / STX — blowoff edge. RSI 78 / 74, +32% / +18% vs SMA20. Trailing-stop only; first to mean-revert if the cohort cools.
- Fresh momentum, less extended: HY9H.F (SK Hynix proxy +19.7% 7D) and SIMO (HBM controller +16.6% 7D), both RSI sub-70.
- Cleanest non-parabolic entry: EWY / Samsung — the broad-Korea expression of the HBM supercycle without single-stock blowoff risk. Dispersion watch: the bearish NVIDIA "halve-a-mid-tier" signal is NOT triggered — commodity DRAM is leading (+9.8% 7D). Ties to the memory-supercycle perspective (accelerating).
Related
8 eventsNo direct external sources are attached to this read.