EOW refresh (R-cycle): earnings gate now imminent; STX shows an early reversal signature shared with the memory book

Event

EOW refresh (R-cycle): earnings gate now imminent; STX shows an early reversal signature shared with the memory book

Summary

  • Type: monitoring-check (subtype: gate-approach, qualitative continuity) - event_id: 2026-07-25-nearline-storage-eow-refresh-gate-imminent - Source: memory-supercycle log 2026-07-18 entry (STX/MU reversal bars); , (Seagate Jul 28 / WDC Jul 29 print dates). - Shift: The Seagate and WDC Q4 FY26 prints, previewed
2 events
DateTypeEvent
Jul 26 ArticleMemory rebuilt for four sessions, gave it back on Friday, and walked into the only two days that matter Aug 8 ArticleMemory Splits: the Shortage Story Is Intact, the Single Names Are Not

No direct external sources are attached to this read.