First real digestion: cohort trend-flips uptrend→pullback, SNDK holds top-8 monster rank
Event
First real digestion: cohort trend-flips uptrend→pullback, SNDK holds top-8 monster rank
Summary
- Type: monitoring-check - event_id: 2026-07-07-memory-supercycle-first-digestion-uptrend-to-pullback - Source: (Memory/Storage table + regime read); (breadth board) - Tape: MU −7.48% 7D (RSI 49.1), STX −9.87% 7D (RSI 46.2), WDC −11.93% 7D (RSI 48.8), SNDK −10.17% 7D (RSI 46.9) — the ai-scan engine itself flipped the
Related
6 events DateTypeEvent
Jul 6 InvestigationSK Hynix debuts on Nasdaq as SKHY (~Jul 10): what a record $29.4B ADR means, the wonky Seoul tape, and why the HBM monopoly is US-listing at all Jul 6 ArticleSK Hynix Lists on Nasdaq as SKHY: the HBM Monopoly's Record ADR, the Wonky Seoul Tape, and Why It's US-Listing at All Jul 5 ArticleThe Memory Supercycle Is Broader — and More Dangerous — Than the Narrative Admits Jul 2 Snapshotaibottlenecks snapshot — 2026-07-02 (deltas vs 2026-06-04 REST / 2026-06-03 DOM baseline) Jul 13 Desk NoteVertical: Memory & Storage — read the −15% correctly Jul 13 TweetSemiconductor Insider — Korea Investment Securities cuts SK Hynix 2026-27 operating profit 9-11% on HBM4 ramp delays No direct external sources are attached to this read.