STX

Storage stocks are PUMPIN' hard: SNDK, WDC, STX

Obvious plays for this week: 1. GOOGL 2. WDC 3. STX 4. SNDK 5. MU

This year too. WDC, STX, MU, SNDK all sold out through 2027.

If SPY pumps into the 690s today, we're going to be seeing +5-10% across MU, SNDK, WDC and STX.

Since the overnight lows: WDC +4.2% SNDK +3.5% MU +3% STX +2.5% Betting all will close green today. 🟢

Has half the pe of stx and is basically the same company

SNDK, MU, STX

Have to wonder why MSFT, APPL or GOOGL don't just throw $300B to acquire SNDK, STX and WDC. Storage supply guaranteed and an instant 100% pump.

Mu stx sndk is the play. Btc ok ; not miners or holders stocks

shorting SNDK when it goes over 700 doing the same for STX and MU

Most bullish thing for AI out of SNDK (and WDC/STX) is that the memory boom in the late 90s happened years before the tech bubble burst... WDC peaked in August 1997.

STX pumping on WDC earnings make it make sense

I'm kinda mad WDC didn't get the same love as STX and SNDK because usually STX and WDC go in tandem

I have a feeling MU wins memory, STX wins HDD, and SNDK wins SSD, so I'm guessing WDC might lag behind the others, but still go up in 2026

SNDK, MU, STX, WDC are just free money. They keep going up?

Yes, the entire storage solutions sectors are literally just STX, WDC and SNDK. You don't see any "new startup" because the aforementioned 3 hold pretty much all the storage solution IPs. The only reason SNDK is receiving more attention is because their market cap were sub 5b at that point when they announced collab with WDC and STX to help fulfill the storage memory demand. Wall St and retail mania set in then rest was history.

WDC and STX will moon for their earnings anyway, SNDK only got tapped and mooned starting from Aug 2025 because the aforementioned 2 have backlogs up their ass till 2030. They had to ask SNDK for help to make SSDs with their brand slapped on it(see those new collab enterprise and consumer grade WDC/STX SSDs powered by SNDK)

STX and WDC have backlogs till 2030, so SNDK finally got tapped as last resort back in August even though their only lineup benefitting from the storage solution demand is their mid range SSDs

STX and SNDK ERs just confirmed MU is still underpriced. MU literally only DRAM manufacturer in US. If big tech is spending this much on storage, they need to spend even more for the DRAM to actually use it.

STX printed for me. Looks like SNDK will do the same tomorrow. Having doubts about WDC, unless it turns around. Oh, MUre money.

Why is STX pumping AH now and WDC is still down? lol what is this shit

Wdc the only company among stx and sndk to fk it up

Between STX, WDC and SNDK I’ve got an unbelievable ability to always pick the worst choice

me: I'm not buying SNDK, MU, STX those stocks continue to rocket..

Cashed out STX today and have half mill cash on the sidelines. What should I do with it fellow regards?

MU SNDK and STX cured cancer, aids, and world hunger.

When to Short the Memory market? SNDK WDC STX

I am 3/3 wins on earnings predictions Long: STX LRCX META

Buying mu, Sndk , stx calls are free money??

and STX earnings today.

Is it too late for MU, STX, and SNDK?

I hope WD does as well as STX.

We know their earnings will be great, but could be priced in after their big run. I'm playing Micron, good news for sndk will pump all memory makers. Then again, stx and mu pumped hard after already pumping on great er.

Stx, mu, sndk and fucking chill Maybe wdc too

pretend I posted that Spongebob meme with me holding AVGO while looking at STX running wild outside

My 450 STX call would have been up over 2000% but I didn’t pull the trigger in enough time 🤧

Bought an STX call 30 min ago, up 90%

Obviously yes, but STX pumped 18% now, so if SNDK can beat earnings in a similar way its gonna pop even greater, we all know how it pumps

Same, totally forgot about STX earnings yesterday until after close and they basically reverberated the same narrative that supply is already booked for 2026 and that they will start booking for 2027 in the coming months. To me it feels like we may still be in the early innings of a fundamentals shift in the memory industry but we will see on Thursday AH when WDC and SNDK report.

a good amount of their earnings may be pricing in because of STX but we shall see. still bullish.

SNDK has my crystal balls tingling, if STX earnings can make it pump so much, SNDK will go crazy after an earnings beat

STX just prints me money

Those STX earnings were barely better than expected. At this point memory stocks are just squeezing for absolutely no reason and I think at some point they're going to come crashing down. But I can't time when so I am not touching them.

$MU, $STX, $SNDK, $WDC have been on a tear for like 6 months straight. This is crazy, just constantly up 10% a day wtf

Someone was talking about STX yesterday and I was too lazy to look into it.

same retards pumping SNDK and STX will take profits and put them into TSLA

WTF is up with Seagate STX +17%

jesus STX up 14%

Stx go back to 410

Stx and tan earnings. Momentum going into the rest of memory co earnings, mega cap ex booku bux tmrw, and asml