Reason: The lane's Tuesday "ten-for-ten" green day gave way to a quieter, more mixed week, with one exception: storage sold on Thursday while Micron held. The desk's own Thursday brief reports MU rose 0.81% that session even as the group's disk and flash names fell — still +590.1% on the year, +63.7% against its 200-day, with the fiscal fourth-quarter print now five days out (September 30). SNDK (-0.78% week) and WDC (-2.57% month) both slipped on the same Thursday storage sell-off, cause unknown. STX (+6.76%) and SIMO (+1.51%) held up better. Every name in the group still sits well 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 2026-09-23

• MU: rose 0.81% on Thursday, September 24, even as the desk's own brief reported the wider disk-and-flash-storage cohort selling off that day (Western Digital -4.94%, SanDisk -3.47%, Seagate -1.94%) with no cause on file for any of them. MU is now +6.54% on the week, +590.1% on the year, +63.7% against its 200-day. The fiscal fourth-quarter print remains scheduled for September 30, still five days out.
• SNDK: -0.78% week after last week's +19.51% surge on the fiscal fourth-quarter print; its pull (refreshed September 25) resurfaces the same September 21 results already on file (revenue up 372% year over year to $8.97B) — no new dated cause for this week's pullback.
• STX: +6.76% week, +44.3% against its 200-day; its pull remains stale since July 31 — no news pulled for this week's move.
• SIMO: +1.51% week; its pull remains stale since September 15.
• WDC: -2.57% month, +16.2% against its 200-day, the deepest unrecovered drawdown in the group at -42.89% off its high; its pull remains stale since August 8.
• Every name in this basket still sits above its 200-day with a triple-digit or better year — the group's pullbacks read as pullbacks, not breakdowns. Roster unchanged since September 23: 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 2026-09-25 close — memory (Schwab).
• Prior edition (format and roster only): 2026-09-23-memory.
• Thursday's memory/storage sell-off (Micron holding, cause unknown for the others): 2026-09-24-market-brief.
• Print date: the September 30 Micron print remains scheduled, not yet reported.
• News checks: latest and .../SNDK/news/latest.json (pulled 2026-09-25), .../SIMO/news/latest.json (pulled 2026-09-15, stale), .../STX/news/latest.json (pulled 2026-07-31, stale), .../WDC/news/latest.json (pulled 2026-08-08, stale).