Reason: MU closed $1,015.80, +4.16% on the week and back above the $989.96 level the September 17 brief named as the condition its buy call was waiting on; the quarter is scheduled for September 30 after the close. SNDK enters on a +10.99% Friday (+9.7% week) and is the most extended name in the group at +67.7% against its 200-day. STX added +3.45%. SIMO had the only red week (-4.35%) despite a +7.43% Friday. WDC slipped -1.3% and still carries the widest gap to its high (-44.82%) on a +319.74% year.

Price/RSI Table

Status reads the 200-day trend first and RSI second; Action is a trend-hold lens — an extended name is never an entry, and a name below its 200-day with a negative year is not a dip.

What Changed Since 2026-09-11

• MU $1,015.80: +4.16% week, +8.4% month, +58.7% against its 200-day, +501.46% on the year. The close sits above the $989.96 level the September 17 brief named as the condition its buy call was waiting on, with that condition unmet as of Thursday; the print scheduled September 30 after the close is the test. A September 17 portal summary credits memory pricing and AI demand; no filing on file carries it.
• ENTRANT — SNDK: +10.99% on Friday and +9.7% on the week, +14.21% on the month, +67.7% against its 200-day, -23.89% off its high. The most extended name in the basket and the one that had been lagging the memory leg. Its pull completed September 17 with quote pages only.
• STX +3.45% week and +3.15% month, +38.7% against its 200-day on a +296.41% year. WDC -1.3% week, -4.49% month, +14.4% against its 200-day and -44.82% below its high on a +319.74% year — the deepest unrecovered drawdown in an otherwise intact set.
• SIMO is the group's only decliner on the week (-4.35%) even after a +7.43% Friday; +12.07% on the month, +41.6% against its 200-day, +197.81% on the year.
• Read SNDK's one-year figure with care: +1712.3% is an order of magnitude above anything else here and nothing on file explains a gain of that size, so lean on its month and its standing against the 200-day rather than the annual number.
• Every name in this basket sits above its 200-day with a year in triple digits or better — the group's pullbacks are pullbacks, not breakdowns. STX's last pull is July 31 and WDC's August 8, so neither has news pulled for this week; SIMO's is September 15. Nothing for these names sits in the desk's event record this week beyond the scheduled Micron print.

Sources

• Tape data (price, RSI, returns, one-year change and alpha, distance to the 200-day): pre-computed summaries as of the 2026-09-18 close — memory (Schwab).
• Prior edition (format and roster only): 2026-09-11-memory.
• Level and print date: 2026-09-17-market-brief; 2026-09-23-mu-earnings (superseded by the September 30 event).
• News checks: latest and .../SNDK/news/latest.json (pulled 2026-09-17), .../SIMO/news/latest.json (2026-09-15), .../STX/news/latest.json (2026-07-31), .../WDC/news/latest.json (2026-08-08).