Reason: The whole memory lane closed the week green together — the desk's own tape called Tuesday's session "ten-for-ten" across the group. SNDK led at +19.51% on the week on a real dated cause: fiscal fourth-quarter results released September 21 showed revenue up 372% year over year to $8.97B and a new $14B buyback. STX (+17.96%) and MU (+15.69%) were close behind; Micron's own print is still scheduled for September 30 after the close. SIMO (+14.72%) and WDC (+13.6%) round out a group where every name sits comfortably above its 200-day on a triple-digit-or-better 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 2026-09-18

• SNDK +19.51% week: its own news pull (refreshed September 22) carries a dated release — fiscal fourth-quarter 2026 results on September 21 with revenue up 372% year over year to $8.97B, new production agreements, and a $14B share buyback — plus a same-day item attributing part of the pop to a bullish analyst rating on AI-related NAND demand.
• MU +15.69% week, +17.73% month, +64.2% against its 200-day. The desk's Tuesday brief reports memory closed "ten-for-ten green" that day with Micron up 5.0% specifically, alongside DRAM +5.0%, NAND +3.5% and HBM +2.9% sector-wide; Friday's brief already had Micron up 3.92% in the same lane-wide move. The quarter itself remains scheduled for September 30 after the close — a pending catalyst, not yet reported. The close level the desk's prior brief named as the standing buy condition ($989.96) remains cleared.
• STX (+17.96%) and SIMO (+14.72%) rode the same sector-wide rally with no ticker-specific dated news; STX's own pull is stale since July 31, SIMO's since September 15.
• WDC +13.6% week, +21.3% against its 200-day, -40.78% off its high — the deepest unrecovered drawdown in an otherwise intact set. Its pull is stale since August 8 — news not pulled for this week's move.
• Every name in this basket sits above its 200-day with a triple-digit or better year — the group's pullbacks read as pullbacks, not breakdowns. Roster unchanged: no entrants, no dropouts.

Sources

• Tape data (price, RSI, returns, one-year change and alpha, distance to the 200-day): pre-computed summaries as of the 2026-09-23 close — memory (Schwab).
• Prior edition (format and roster only): 2026-09-18-memory.
• Memory-lane sessions: 2026-09-18-market-brief, 2026-09-22-market-brief.
• Print date: 2026-09-23-mu-earnings (superseded; the active print is scheduled 2026-09-30).
• News checks: latest and .../MU/news/latest.json (pulled 2026-09-22), .../SIMO/news/latest.json (pulled 2026-09-15), .../STX/news/latest.json (pulled 2026-07-31, stale), .../WDC/news/latest.json (pulled 2026-08-08, stale).