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Memory complex owns the tape this week. SNDK +13.6% on Investor Day (80% GM target; JPM 2250 / Cantor 2900 PTs); WDC closed +4.4% as the cleaner direct exposure - no need to chase the pop. AMAT double-beat + record + raised guide sold off ~5%: positioning after a ~100% YTD run, not a thesis break. Buy the stabilization, not the spike. Research note; external Alpaca paper trades only.

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