Reason: Memory digesting hard — MU/STX/WDC/SNDK all down 7-12% on the week and now below SMA20 even with golden crosses intact; SIMO is the one name still in an uptrend regime, not just resting.

Tape-read: This confirms the desk-wide "memory digesting" call directly: MU -7.48% 7D, STX -9.87%, WDC -11.93%, SNDK -10.17% — all four now sit below their SMA20 despite golden crosses and enormous SMA200 cushions (89-215%). MU's thesisState flipped to intact-but-priced — the supercycle isn't broken, but the easy re-rate is behind it. SIMO is the outlier: RSI 57.3, uptrend (not pullback), +21.14% 30D, only -3.72% 7D — the one name that kept its trend intact through the group-wide cooldown. Source: summaries/memory.json (no dedicated 2026-07-07 scan for this watchlist).

• MU — WATCH: RSI 49.1, pullback, golden cross intact, thesisState: intact-but-priced, -7.5% 7D, -5.5% vs SMA20 — resting inside the supercycle, not broken; a flag-add only on a hold above SMA50 (~$862).
• SIMO — PROMOTE: RSI 57.3, uptrend (not pullback), golden cross, +21.1% 30D, +6.5% vs SMA20 — the one memory name that didn't cool into a pullback regime this week.
• STX — PASS: RSI 46.2, pullback, golden cross intact but -9.87% 7D and -8.4% vs SMA20 — deepest weekly hit alongside WDC; hold only, no fresh add.
• WDC — PASS: RSI 48.8, pullback, -11.93% 7D (sharpest drop in the basket) despite a +7.14% 1D bounce, -5.7% vs SMA20 — same no-chase read as STX.

Lead pick: SIMO — the only name in the group still trending up rather than resting. MU is the core hold: golden cross intact, thesis "priced but not broken," watch SMA50 as the line. STX/WDC need to re-base above SMA20 before they're addable again.