STX

Ahead of the close, I exited MU, STX and SNDK, but held WDC.

i sold my MU and STX in my IRA and replaced so now only SNDK and WDC

Everything I touch fucking dies. META and MSFT stock, I got fucked on. Everything I don't touch, fucking flourishes. AAPL, RDDT, STX, GOOGL, it's fucking stupid as shit. I guess it's my bad, I bought a beaten down stock with a lower P/E ratio, I should have been buying stocks making new ATH's, because surely there's no risk that I'd be buying the top. /s

SNDK , WDC, STX up for the billionth time in a row , when will it end 🥸

Ya gotta hope they miss earnings somehow and don’t pull a STX

I’m selling after earnings , based on STX earnings and others. I’m greedy 🫩

Careful tho, they both jumped on STX earnings also, might be priced in.

STX +18% because of earnings SNDK WDC got earnings today

Genuinely considering making a bet on one of wdc, stx, MU to reach SNDK prices within a couple of months. I wanna retire early

So AMZN, GOOGL, META, and MSFT reported today. The only one that rallied AH (GOOGL) is the one I bought calls on just before close. Wish I'd also pulled the trigger on STX yesterday..

Thanks to the devastating failures and deaths of the fossilized dinosaurs known as "big tech"... I now present to you the NEW mag 7: 1) INTC 2) MU 3) SNDK 4) WDC 5) STX 6) USO 7) BIRD

Thoughts on SNDK today? Same as STX?

All of the money in the world belongs to MU/WDC/SNDK/STX

Should have just put in all my money into stx, sndk, and wdc back in oct last year and gone to sleep.

My BE and STX calls that were somehow 25% otm hit lol

STX 700 EOD

STX

MU STX WDC SNDK DRAM holds all of them plus big Asian names

STX going to the moon.

semi up thanks to STX

WDC to see similar price action as STX off earnings?

SNDK MU WDC STX are about to save the market

NXP up 19%, STX up 18%, WDC up 10%, SNDK up 7%, MU up 5% It's literally chipapalooza around here. Pure Euphoria. And the scary thing at this point is that in a big run like this the pain trade is always straight up until it's straight down. There's no easy trade on a bubble rollercoaster. You hold on for dear life while it's running and then hope you get off at the top wherever that is before we hit the down part of an economic cycle.

STX > SNDK

Will SNDK do the same as STX?? I guess not because everyone is expecting it?

$STX is up 17% overnight what the fuck

STX +16% after-hours seems a bit much no? What in earnings justified it?

Whole market was down today which is why SNDK was too. SNDK is up ah because STX beat their earnings by 17%. STX rn is at ath. Predicting SNDK beats theirs too and moons. Then during weekend tanks down.

STX is just going in a straight line. The fall will be epic when it does.

Of course STX goes up also went up past earnings we full porting SNDK for this reason

STX +18% now. Shoutout that dude that posted DD for it a few months ago when it was at like 400

STX up $100 in after is crazy

Stx doing 16% pn earnings off a 60% gain month should tell you all you need to know about how much the market is going to sell the news lol Although could always fade the next day or if there is mag 7 capex reduction, we'll see

It's already up from STX earnings

I knew STX and NXPI were going to rip. So I bought HOOD... fml. Need all the poor’s with a gold card to not pay off their balance each month to help us climb out of this fuckin mess

The HBM guys are rated differently from storage guys. I don’t think we see MU trade at same multiple as WDC and STX. Sandisk is cheapest among the group because they were completely mispriced at IPO. It needs to triple from here just to “catch up” to fair valuation (even after parabolic run up). That being said, I agree with you they’re all still cheap. Market is slowly coming to grips demand is so strong these guys now have pricing power and this is not a short term cycle but rather a secular trend.

I guess I can’t afford another STX porn drive now

Stx just did their earnings

Why didn't anyone tell me to full port STX calls?

Urghh STX fomo..

Stx going sandisk was predictable but the premiums are disgusting expensive.

Motherfucker STX still pumping WTF!

holy shit STX

STX did. WDC popped out of sympathy. Not a bubble though

Decided last minutes to not gamble on STX. Watching it moon right now.

Chickened out on STX calls last minute, I’m a bad man

STX up also

STX up 14 after earnings

Never mind . STX earnings

Wish I had more cash to buy STX and WDC 😢