Rotation refresh — supercycle accelerating

Update

Rotation refresh — supercycle accelerating

  • Type: observation (subtype: accelerating)
  • event_id: 2026-06-22-rotation-refresh-supercycle-accelerating
  • Shift: Cohort re-accelerating into the broad semis/WFE/memory rotation (week ending 06-18): MU +6.5% 7D / +51% 30D RSI66, WDC +9.7% / +54%, HY9H.F +19.7% / +54%, DRAM ETF +9.8% 7D leading. Whole cohort +31-54% 30D, RSI 66-78, 5 of 6 within 8% of 52wk highs.
  • Effect on thesis: Structural read intact and ACCELERATING, not peaking — no sequential contract-price deceleration in the tape yet. NVIDIA halve-a-mid-tier dispersion signal NOT triggered (commodity DRAM leading, not rolling). Posture stays HOLD/do-not-chase (extended). No key_ticker change. Stale 5/19 README prose (MU 681) flagged + relabeled historical.
  • Per-ticker: MU +6.5% 7D / +51% 30D RSI66. WDC +9.7% / +54% RSI78. SNDK +5.0% / +48%. HY9H.F +19.7% / +54%. DRAM ETF +9.8% 7D (leading; bearish dispersion case not triggered).
5 events
DateTypeEvent
Jun 22 ArticleWeek in Review — The Rotation Down-Stack Jun 24 CatalystSK Hynix files $29.4B Nasdaq ADR listing — largest-ever Korean US listing, trading ~July 10 Jun 26 ArticleWeek in Review — The Rotation Gets a Name Jun 17 Investigationmemory-tier bifurcation: NVIDIA halving a mid memory tier Jul 2 Snapshotaibottlenecks snapshot — 2026-07-02 (deltas vs 2026-06-04 REST / 2026-06-03 DOM baseline)

No direct external sources are attached to this read.