Reason: Memory had a hard week: $WDC closed back under its 200-day after Toshiba-expansion reports hit the drive makers on October 6 (The Motley Fool, per the desk's brief) and the October 8 AI-hardware selloff on an OpenAI revenue report (CNBC) took the whole lane down. $MU, $SNDK, $STX and $SIMO remain above their 200-day lines on triple-digit-plus years: pullbacks in intact trends.

Price/RSI Table

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

• WDC: now 2.1% under its 200-day on a +231.9% year and 50.33% under its high: the long trend is under test, not intact. It fell 6.93% on October 6, its second Toshiba-linked drop in three sessions, and was under the 200-day by the October 8 close (market briefs).
• STX: down 7.77% on the week, including 9.18% on October 6 on the same Toshiba reports, but still 18% above its 200-day on a +253.18% year: a deep pullback in an intact trend.
• MU: down 4.27% on the week after rising 4.06% on October 7 on a Street-high price target (Bloomberg) and falling 4.79% on October 8 with the lane. It sits 46.6% above its 200-day, under the $1,108.72 pivot set after its September 30 report.
• SNDK: down 8.03% on the week, 32.81% under its high, 33.9% above its 200-day on a +1,119.79% year.
• SIMO: down 5.92% on the week, 28% above its 200-day; it filed a 6-K on October 8 (content not on file).
• A second item sits on the lane's October 8 drop: StockAnalysis, citing Investopedia, says Samsung's preliminary results disappointed (October 8 market brief).
• Roster unchanged since October 2: no entrants, no dropouts.

Watch

WDC reclaiming its 200-day is the repair; a failure keeps the trend under test. MU's $1,108.72 pivot above and $963.75 shelf below (October 8 market brief) bound its flag. Seagate is scheduled to report October 27 and Sandisk October 29 (provider estimates).

Sources

• Tape data (price, RSI, returns, one-year change, distance to the 200-day): pre-computed summaries as of the 2026-10-09 settled close, summaries (Massive/Polygon; Schwab for WDC).
• Prior edition (format and roster only): 2026-10-02-memory.
• Event checks: research/stock-events/ (nothing dated October 5-9 for these names), the 2026-10-05 through 2026-10-08 market briefs under research/issues/, research/capture/ for October 5-9 (no October 9 article or social captures on file; Silicon Motion 6-K stub of October 8); news receipts under stocks/news/latest.json` (MU, STX, WDC and SNDK pulled 2026-10-08; SIMO 2026-09-15).
• Primary links: CNBC, AI stocks sink on OpenAI revenue report — https://www.cnbc.com/2026/10/08/open-ai-revenue-nvidia-oracle-coreweave.html; Bloomberg, Micron rallies — https://www.bloomberg.com/news/videos/2026-10-07/micron-rallies-on-ai-tailwinds-closing-bell-video; StockAnalysis, Micron — https://stockanalysis.com/stocks/mu/; MarketWatch, Toshiba worry, October 2 — https://www.marketwatch.com/story/why-western-digital-and-seagate-are-seeing-big-stock-drops-today-6b16d95e.