STX

MU, SNDK, STX and WDC all pumping today, easy leg up for memory/storage like always, its the one and only play for 2026 still imo

u/PaperHandsTheDip You playing STX earnings today? It went up 19% last earnings

Seagate (STX) +19% on last earnings Earnings today

Tutes taking their IPO profits on RDDT and using it to pump memory stocks this week starting with STX tonight

STX WDC and SNDK earnings this week, probably all are gonna crush it, and then including MU this entire sector legs up again

could use a +$40 day for MU and SNDK before STX earnings aftermarket tomorrow.

By Monday it may be $420. Samsung, STX, WDC, and SNDK all report this week. Samsung today reported their HBM4 may be ready to sell.   This hurt MU but there is easily enough demand to not worry about it.  After all MU is sold out for 2026 and maybe 2027.  We will know soon.

I think they report 1/29 near SNDK. STX is tomorrow.  Different animal but relevant.  https://www.samsung.com/global/ir/#:~:text=From%20January%208%20until%2010,Investor%20Relations

SNDK: Memory WDC / STX: HDD

SNDK WDC STX

WDC or STX 🤔

They make a product the AI buildouts need in huge amounts. The can basically charge whatever the fuck they want right now and bring in big cash. SNDK & MU will lead until demand dies or the AI debt bubble pops. WDC & STX riding sidecar for this as well. If Samsung & SK Hynix traded here they'd be doing the same shit. Ride this horse until it looks like its slightly slowing then contemplate shorting for the elevator down

$MU $SNDK $STX give zero fucks about geopolitics

STX and SNDK are going bananas holy fuck

MU's 2026 inventory already completely sold out if I remember correctly, also MU's forward PE ratio is like 10-11, while other companies in the same/similar business like WDC and STX is priced more expensively, so its cheaper to get in on the AI memory/storage demand hype, I don't know about NVO though

WDC +6.78% , SNDK +7.84%, STX +4.76% And MU which is trading at a cheaper forward PE multiple is +2.73%, all of these stocks are dependent on the same AI narrative too

No but WDC STX and SNDK all pumped today

Fucjed up STX and WDC calls and held on the losses. 2 trades that fucked up all my gains.

I’m holding STX 300 puts currently

Buying MU, SNDK, WDC, STX, LRCX and AMAT tomorrow

If you're buying SNDK/WDC/MU/STX calls right now AFTER this run up you deserve to lose your money js

SNDK WDC MU and STX, these stocks are favorable for 2026

SNDK STX will bring me to the promised land

Advanced money destroyer for a reason, right when MU SNDK WDC STX pumps too

So serious question: what do you guys think will be the theme of trade next year? I personally think the memory super cycle (MU, STX), Space (RKLB/ASTS) and Drones (ONDS/PL)

And on META, PATH and STX.

Every time I think of buying STX calls $20 out I say “that’s not gonna happen again.” And then it very much does

Obv I'm talking about today regard, their peers are pumping rn like SNDK, WDC, STX

I think MU WDC STX pumped a bit because SNDK inclusion

but note this is only buy the bounce, bitcoin, along with all the speculative and overvalued AI stocks like STX, WDC, SANDISK, MU, NVDA, SMH will consolidate and recover a little over the next 1-2 months to trick bulls in before the next leg down to 60-70k the rotation to value stocks have begun after a long while, look at PG, WMT, CPB, KMB these are good plays

Looks like the market might open red, possibly slowing down because of Veterans Day. That could create some opportunities to build positions if prices dip. I’m watching $SNDK, $WDC, $MU and $STX. Selling continues in AI stocks, $CRWV still looks like a good LT buy. Until $NVDA reports earnings, no one can really say AI isn’t in a bubble. Keeping fingers crossed for strong earnings from $NBIS. $META also looks juicy for CSP, maybe the 580/560, 590/570, or 610/590 strikes. Pick based on your risk appetite. Also, to watch out $TSLA (any new announcements from Musk?) and lastly $NVDA, especially since SoftBank reportedly pulled out of their investment. Curious what kind of impact that will have. What do you think?

Thoughts on DRAM plays(STX, WDC, SNDK, Samsung, SK Hynix)?. They are absolutely running crazy this year and still feel undervalued with demand climbing even more in the future

STX $305 tomorrow

Just buy micron and wdc/stx leaps

The best thing that can happen for all the retards in here to get generationally wealthy is a 20% correction that will hit the AI stocks 50%+. AI is still a mega trend so it will let you buy stocks like STX, SNDK, WC, CLS, NBIS, IREN at generationally cheap prices. Similar to getting MSFT and AAPL in 2003.

hey im sure no ones considering buying at a time like this, but what do you guys think of SNDK, STX, or WDC?

STX — what do?

Made bank on STX and WDC earnings. Lost it all on HUT and QCOM earnings. What will coreweave earnings bring next week?

STX and WDC, for those asleep at the wheel. Everyone forgot all these data centers require memory

How the hell has nobody noticed STX?

Hey at least you didn’t scalp STX rebound like a paper handed girl! Got in right at the bottom on 250 calls for 95 an option and sold at 235! Felt like a nice gain on such a shitty day. Only to wake up later to see they ended the day at roughly 600 and went as high as 1100. Profits profit I guess. 🫨🫨🫨 at least I ended the Friday on a green note.

i got slaughtered on the memory pullback $STX $WDC $SNDK

I was right to think throwing equal money in all earnings on my watchlist would be net gain * AMZN: +13% * META: -13% * RDDT: +11% * MSFT: -3% * GOOG: +7% * WDC: +10% * STX: +19% Buttt... it requires discipline. META scared shit out of me so I threw smaller monies in RDDT AMZN WDC

I think I will short the shit outta STX first thing in the morning.

Whats the thoughts on STX?

How was i supposed to know STX +19% from earnings

Azure crashed, so the email server at work did too. The cat ladies have nothing to do now and are making a big show out of it. Little do they know I was on my phone all day making money off STX 😎

fuuuuuuuck. i was eyeing STX (seagate) calls yesterday morning for a good bit and didn't pull the trigger. they're up $40. fuck me.

I did not buy enough STX... :(

STX Holy Shit!! I figured it would go up a bit, but this is simply fucking me. Wonder if there’s any chance it will come back down to 250 before Friday