Reason: Every name in the basket is red across 7D and mostly 30D, but all four are deep pullbacks in massively intact secular uptrends, not breakdowns: MU is 69.3% above its 200-day with change1y +736.17%; STX is 50.2% above with change1y +449.81%; WDC is 28.2% above with change1y +515.38%; SIMO is 46.3% above with change1y +248.19%. This is the year's most extreme repricing, still fully intact by the long-horizon read.

Tape Read

$MU: price $966.78, RSI 54.3, golden-cross, trend strong-up, regime pullback, thesis intact-but-priced, 7D -0.57%, 30D +0.76%, -22.97% off its 52-week high — 69.3% above its 200-day average (vsSma200) and change1y +736.17%, alpha1y +714.35: the deepest structural repricing on the desk this year, still intact by every long-horizon measure despite a flat-to-red short window. $STX: price $850, RSI 48.2, golden-cross, trend tag weak-down (short-window), regime pullback, thesis intact, 7D -12.7%, 30D -6.4%, -25.76% off its high — 50.2% above its 200-day, change1y +449.81%, alpha1y +427.99: same read, intact. $WDC: price $459.44, RSI 43.8, golden-cross, trend weak-down, regime pullback, thesis intact, 7D -9.89%, 30D -17.47%, -42.56% off its high — 28.2% above its 200-day, change1y +515.38%, alpha1y +493.56: deep pullback, intact. $SIMO: price $258.36, RSI 49.8, golden-cross, trend weak-down, regime pullback, thesis unrated, 7D -3.91%, 30D -8.28%, -27.22% off its high — 46.3% above its 200-day, change1y +248.19%, alpha1y +226.38: same pattern. Source: full-scan pre-computed summaries as of the 2026-08-21 close — memory.

• $MU — PROMOTE (structural): change1y +736.17%, 69.3% above its 200-day, thesis intact-but-priced — the year's most extreme repricing, still intact.
• $STX — WATCH: change1y +449.81%, 50.2% above its 200-day, thesis intact — deep pullback, not a breakdown, despite a rough 7D (-12.7%).
• $WDC — WATCH: change1y +515.38%, 28.2% above its 200-day, thesis intact — same read, though the weakest short-window print in the group (30D -17.47%).
• $SIMO — WATCH: change1y +248.19%, 46.3% above its 200-day — intact but thesis-unrated.

Lead pick: All four names in this basket are red-to-flat on the short window, but every single one sits well above its 200-day with a change1y in the hundreds of percent — this cohort is a deep pullback inside an intact, extreme secular repricing, not a breakdown, no matter how ugly the week looks. $MU remains the best-supported name on thesis state; $WDC's -17.47% 30D is the group's weakest short-term print but its long-horizon record is just as strong as the rest.

Sources

• Tape data (price/RSI/SMA/returns/change1y/alpha1y): full-scan pre-computed summaries as of the 2026-08-21 close — memory.