Reason: Micron reported fiscal fourth-quarter EPS of $33.42 versus $31.82 consensus on September 30 and rose on October 1 per the desk's brief; on Friday, October 2, it slipped while $STX and $WDC each fell about 10% in one session. MarketWatch (October 2) tied the drop to investor worry that Toshiba will raise output of a key AI storage product; news re-pulled 2026-10-03 adds nothing further. $WDC is now only barely above its 200-day; $STX remains well above. The rest of the lane keeps triple-digit-plus years.

Price/RSI Table

As of 2026-10-02. 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 2026-09-25

• STX and WDC: roughly -10% on the day after MarketWatch (October 2) reported worry that Toshiba will raise output of a key AI storage product; WDC's cushion over its 200-day shrank sharply.
• MU: post-print pullback; the desk's pivot level is the thing to watch for a flag.
• SNDK: down on the day and week, still +1,285% on the year.
• Roster unchanged since September 25: no entrants, no dropouts.

Sources

• Tape data (price, RSI, returns, one-year change, distance to the 200-day): pre-computed summaries as of the 2026-10-02 desk date, summaries (Schwab).
• Prior edition (format and roster only): 2026-09-25-memory.
• Event checks: research/stock-events/, the 2026-10-01 market brief and 2026-10-01/02 prints digests under research/issues/; news receipts under stocks/news/latest.json` (memory names re-pulled 2026-10-03); MarketWatch, October 2, 2026, Why Western Digital and Seagate are seeing big stock drops today — https://www.marketwatch.com/story/why-western-digital-and-seagate-are-seeing-big-stock-drops-today-6b16d95e.