Reason: Supercycle intact — golden crosses all — but RSIs cooled from 62-65 to 48-59 EOW; STX/WDC took sharpest weekly hits; rotation-not-reckoning, hold winners only.

Tape-read: The memory supercycle remains the #1 confirmed trend in the desk — every name golden-cross, massively above SMA200 (103-215%), and 120-216% above VWAP (SNDK +216%, WDC +138%, STX +129%, MU +152%). But the week's cooldown deepened: STX -7.91% and WDC -10.96% dropped their RSIs from 62s to the high 40s-50, pulling back below SMA20. MU and SNDK were nearly flat on the week (+1.9% and +0.9%), showing the strongest relative hold. This is rotation-not-reckoning — the golden crosses are intact, SMA200 margins are enormous, and the froth is simply resting.

• MU — CONFIRMED-BREAKOUT/HOLD: RSI 59.0 (cooled from 62.7), +166% vs SMA200, +9.4% vs SMA20; +1.92% 7d, +217% 3m — leader and least extended above SMA20; 151.9% above VWAP. SMA20 ~$1,035 is the flag-add level.
• SNDK — CONFIRMED-BREAKOUT/EXTENDED: RSI 57.8 (cooled from 65.1), +214.6% vs SMA200, +10.2% vs SMA20; +0.92% 7d, +239% 3m — most parabolic, 216.4% above VWAP; held nearly flat on the week.
• STX — CONFIRMED-BREAKOUT/RESTING: RSI 48.5 (cooled sharply from 62.8), +103.8% vs SMA200, -5.3% vs SMA20; -7.91% 7d, +137% 3m — sharpest RSI cooling, now back below SMA20 ($950); 128.5% above VWAP.
• WDC — CONFIRMED-BREAKOUT/RESTING: RSI 50.2 (cooled from 62.3), +109.3% vs SMA200, -2.7% vs SMA20; -10.96% 7d, +113% 3m — hardest weekly drop, testing SMA20 ($602); 138.1% above VWAP.
• DRAM — EXTENDED/WATCH: RSI 57.1, no SMA200 (too-young), +6.1% vs SMA20; -4.22% 7d, +159% 3m — confirms theme but not a clean entry; 20.8% above VWAP.

Lead pick: MU — cleanest hold, least extended above SMA20, only +1.92% on the week while STX/WDC sold. Flag-add only on a dip back toward SMA20 (~$1,035) that holds. STX and WDC are the watch if they base above SMA20 — no chase after the weekly drops.