EOD Phase 0a refresh: broad participation returns; physical-tape invalidator remains quiet
Event
EOD Phase 0a refresh: broad participation returns; physical-tape invalidator remains quiet
Summary
- Type: monitoring-check (subtype: qualitative continuity) - event_id: 2026-08-13-memory-supercycle-eod-phase-0a-refresh - Source: (memory breadth and physical-tape canary read). - Shift: The latest desk brief records participation across the memory lane rather than another isolated single-name bounce. The standing physical-tape canary also shows no susta
Related
7 events DateTypeEvent
Aug 8 ArticleMemory Splits: the Shortage Story Is Intact, the Single Names Are Not Jul 31 ArticleOne Seller: Anatomy of the AI Whiplash Jul 26 ArticleMemory rebuilt for four sessions, gave it back on Friday, and walked into the only two days that matter Jul 13 InvestigationThe memory selloff is an ASP repricing — and the $26.5B raise is the tell Aug 11 TweetThe Kobeissi Letter — memory is now the tape: NVDA, MU and SNDK are three of the four most-traded US stocks Aug 17 ScanMonster Scan Jul 5 ArticleThe Memory Supercycle Is Broader — and More Dangerous — Than the Narrative Admits No direct external sources are attached to this read.