STX

I guess I am just lazy to buy the underlying stocks individually lol. Thinking of a nice blend of WDC, STX, MU, SNDK. With a dash of SKHY thrown in.

WDC STX about to have a 10% day

STX back to 1k please and thank you

$SPY $QQQ strong Q2-earnings coming. This Iran war is almost feels like Ukraine war, market digest and move on. $MU got $42 Billion revenue. Means $165 Billion annual revenue rate for $MU $SNDK $WDC $STX $ASML $AMAT $TSM $NVDA $LRCX $ARM $SMH $QQQ $SPY AI never going away

How much Net Income of $INTC, $AMD check last 6 quarters? $SMH big swing by Algo see $NVDA delay AI-rack as AI sentiment crashing down $MU $STX $WDC $SNDK big swing up and down end badly

There's enough cope to last a week if Samsung knocks it out the park tomorrow with triple digit revenue growth, followed by STX on the 16th. The next major Mag 7(excluding TSLA as usual) is GOOGL followed by MSFT, those 2 are the most desperate when it comes to ensuring the mania doesn't stop. The only 2 that tech bols have to really worry about would be META and AMZN, Cuckerberg and Jassy are fucking retards who don't know how to properly explain capex without sounding like they're burning money for nothing. Conservatively speaking, we have at least a week of hopium before market starts selling off to play it safe again. Of course, I'm biased since I hold calls so take it with a grain of salt.

Oops forget what I said. Samsung is reporting earnings this week(4pm KST which is 3am ET tomorrow iirc), so that's the nearest catalyst deciding near term price action. STX reports on July 16, SK reports on Jul 29, SNDK and WTC reports next month, so there are enough semis book cooking to keep the run going

Hey don't forget WDC and STX.

Fuck MU, fuck SNDK, fuck WDC, fuck STX. All of our consumer products are up because of them.

Fully agree. I loaded STX, WDC, and DRAM today. The fundamentals are still terrific and market will be surprised by the persistent earnings power. 

Guys is STX a good buy? Looks like it's on sale, and it broke EMA.

All talking Trillion like Penny. $INTC $AMD $MU only 3 semi companies combined pumped $2 Trillion in Q2. Market cap of $SNDK $WDC $STX $AMAT $ASML $LRCX $KLAC $ARM $ON $NXPI pumped a lot. $BTC.x $CRCL $COIN $MSTR crashed in Q2. $MSFT $META $GOOG $ORCL $NVDA $CRWV loaded debt. $SPCX burning $5Billion cash per year, for a while hold higher market cap than $AMZN $MSFT after IPO

When $PLTR market cap higher than $XOM, crashed 40% When $MRNA market cap higher than $BMY, crashed 80% Now semi market cap, sky high. Look $AMAT market cap higher than $CVX even net income way low $MU $SNDK $STX $WDC $KLAC & many in $SMH $QQQ hyped &pumped,when $TSM cut tools

So is Seagate lol STX

Nice. Thanks dude. I’m a WDC/STX bull. Think we’ve got a ways to higher on even stronger earnings. 🚀

WDC and STX will climb back up, right? Right??

The new mag 7 are SNDK, MU, WDC, STX, SK Hynix, Samsung, and Kioxia

The new mag 7 are SNDK, MU, WDC, STX, SK Hynix, Samsung, and Kioxia

SNDK STX WDC around 200-300B

Nobody talks about STX. Give Seagate some love.

Holding Dell Mrvl smci wdc Sndk stx, anc worst trash orcl Rambus .

Out with Bag7, in with new Mag7 MU, SNDK, Samsung, SK Hynix, KIOXIA, WDC, STX

If y’all can pump STX, that’d be great

You’ve heard of FANG. Mag 7. I give you the Retarded 9. Massive gains YTD. It’s time to rotate away from the Retarded 9 and forge new roads. SNDK - +857.77% MU - +333.67% WDC - +328.17% STX - +298.53% INTC - +279.59% MRVL - +259.11% DELL - +234.36% FLEX - +159.31% AMD - +156.64%

You’ve heard of FANG. Mag 7. I give you the Retarded 9. Massive gains YTD. It’s time to rotate away from the Retarded 9 and forge new roads. SNDK - +857.77% MU - +333.67% WDC - +328.17% STX - +298.53% INTC - +279.59% MRVL - +259.11% DELL - +234.36% FLEX - +159.31% AMD - +156.64%

$NVDA it has GPU monopoly. 2022-2025 $MU don’t have memory monopoly, Samsung, SK Hynix, few China suppliers making HBM On top low end memory by $STX $WDC $SNDK & few Japanese companies doing. So hype of memory bs, look market cap pump ? $SPY $QQQ $SOXX Now Options gambling.

You’ve heard of FANG. Mag 7. I give you the Retarded 9. Massive gains YTD and superior regarded level strength. SNDK - +857.77% MU - +333.67% WDC - +328.17% STX - +298.53% INTC - +279.59% MRVL - +259.11% DELL - +234.36% FLEX - +159.31% AMD - +156.64%

How about if you bought STX and MU back in October but only a few thousand bucks worth?

Agentic-AI don’t need SNDK, WDC, STX. Slow, low latency memory. Just Algo scam pump going. Just HBM by Samsung, MU, SK Hynix https://preview.redd.it/6nadifnmmu8h1.png?width=742&format=png&auto=webp&s=88bc76cde3ed3c5b6508ccb39b65a7e931895010

Even STX has continued pushing up...what's wrong with you WDC bb

Memory is the only sector that matters. Replace bag7 with mu, sndk, wdc and stx. Future is now, imagine holding boomer stocks like msft🤡🤌

WDC and Stx going in the wrong direction 😭😭

Why WDC and STX are up?

**My new favorite copypasta:** $NVDA has GPU monopoly . All these memory companies very low end business, no monopoly, all stocks in $DRAM $MU $SNDK $WDC $STX Samsung, SKHynix, many China companies doing memory, after ban MU. So all memory pump so far , good opportunity to book profit, before 50-70% crash.

$NVDA has GPU monopoly . All these memory companies very low end business, no monopoly, all stocks in $DRAM $MU $SNDK $WDC $STX Samsung, SKHynix, many China companies doing memory, after ban MU. So all memory pump so far , good opportunity to book profit, before 50-70% crash.

If Western Digital & Seagate can trade at 45x forward earnings as cyclical companies, why can't Micron & SanDisk? Both are trading at 15x. So that means there's 300% upside if these stocks trade closer to WDC & STX.

WDC and STX needs to go up up and up!

STX is breaking my heart, what happened to my boi

Watching STX all month and not taking a position has been my worst decision all month.

The market now is only a few tickers: MU, SNDK, WDC, NBIS, ARM, MRVL, DELL, STX, INTC. Everything else is horse shit lol

Legit just might be a full port DELL HPE STX WDC and SNDK type move

My lord WDC STX and SK Hynix are pumping again, this is insane. Up 50% in a week

If you aren’t loaded to the tits with DRAM, you hate money. So many catalysts upcoming. MU earnings next week, SNDK, SK Hynix, WDC, STX earnings in late July/early August, SK Hynix getting their US listing approved on 6/22 and listing on Nasdaq in early August. $120 by end of August very realistic.

WDC trading at a 6x discount to SNDK despite inference being 80% HDD-driven, and is currently cheaper than STX despite higher rev Take from that what you will 👽

WDC and STX are insane. Honestly

256GB SD card for my camera costs $350, no wonder STX keeps shrekking

stx too. it hit 1k

same reason why MU, STX and WDC went up so much.

WDC is on a roll, STX too but less