Reason: STX posted the sharpest single-cycle move in the basket - 7D +19.77%, 30D +17.52%, and a 20-day gap of +14.7% - while MU holds the steadiest combination of a rated thesis and consistent recovery; WDC and SIMO both sit mid-pack with partial 30-day recoveries.

Tape Read

$STX: price $973.44, RSI 62, golden-cross, regime pullback, thesis intact, 7D +19.77%, 30D +17.52%, 20-day gap +14.7% — the sharpest move in the group, still -14.92% off its 52-week high. $MU: price $971.66, RSI 56.5, golden-cross, regime pullback, thesis intact-but-priced, 7D +10.72%, 30D +7.45%, -22.57% off its high. $WDC: price $508.80, RSI 50.4, golden-cross, regime pullback, thesis intact, 7D +17.15%, 30D -0.98%, still -36.39% off its high. $SIMO: price $268.90, RSI 51.9, golden-cross, regime pullback, thesis unrated, 7D +4.99%, 30D -8.17%, -24.1% off its high. Source: full-scan pre-computed summaries as of the 2026-08-14 close — memory.

• $STX — WATCH: RSI 62, +19.77% week, 20-day gap +14.7% — the sharpest move in the basket, worth watching for whether the extension holds.
• $MU — PROMOTE: RSI 56.5, golden-cross, regime pullback, thesis intact-but-priced, 7D +10.72%, 30D +7.45% — the steadiest rated-thesis recovery in the group.
• $WDC — WATCH: RSI 50.4, golden-cross, thesis intact, 7D +17.15%, but 30D still -0.98% and -36.39% off its 52-week high.
• $SIMO — WATCH: RSI 51.9, golden-cross, thesis unrated, 30D still -8.17% — the weakest 30-day print in the group.

Lead pick: $STX posted the sharpest single-cycle move in the basket, but the extension (20-day gap +14.7%) argues for watching rather than chasing. $MU is the best-supported name — a rated thesis with a consistent 7D/30D recovery.

Sources

• Tape data (price/RSI/SMA/returns): full-scan pre-computed summaries as of the 2026-08-14 close — memory.