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KuiperSat-1 and KuiperSat-2 set to launch with GSAT STX3 Receivers
AI - while AI revolution is benefiting NVDA, how come storage providers like STX, WD, Toshiba are down ?
STX.L - Shield Therapeutics (UK Aim Market) SHIEF:US:OTC US
Who is in charge of predicting the EPS for Seagate $STX? Because my puts and I just wanna talk to them. 👹
$DELL - A Sleeping Giant Primed for Inflation Proof Gains
Shield Therapeutics finally smoking the short sellers!
Holding bags on ESGC (Eros STX Global) , down 30% today and overall 45% down.
Does anyone know why Seagate ($STX) is on the up? (Don't worry, it's a tiny position)
#premarket 08/19 $SONN - S1 sec reports, $SLRX - no news, $ESGC - The Huge Amazon Deal Leaving Eros STX Global Starstruck. $CHRS - Junshi and Coherus Biosciences Announce Positive Interim Results of CHOICE-01.. Any trading ideas? Welcome!
Account Locked Again - Anyone Else Having Issues with OKCOIN's Exchange?
Why Goldman Sachs thinks these 32 stocks are very attractive
$WDC is undervalued vs $STX/Kioxia. 🖖 🚀 prosper my bros
$WDC is undervalued vs $STX/Kioxia. Buy longs and prosper 🖖 🚀
$WDC is undervalued vs $STX/Kioxia. Buy Longs and prosper 🖖 🚀
$WDC undervalued vs Comps (DD) 🚀🚀🚀 by September
Exercising Call Option vs Closing Call Option Contract - $STX
Algorand: Xfinite and Eros have expanded their partnership for a blockchain-based content engagement program.
I built a program that tracks mentions and sentiment of stocks across Reddit and Twitter! This week's most discussed and top growing stocks!
I built a program that tracks mentions and sentiment of stocks across Reddit and Twitter! This week's most discussed and top growing stocks!
Stacking STX Tokens Using a Ledger Nano S Hardware Wallet
What about WDC and STX? (The new Nvidia on the crypt.o?)
Short (or long) term idea: Proof of space algorithms and storage capacity
HDD/SSD Shortages ($WDC and $STX Calls)
Western Digital (WDC) insane demand not priced into earnings
*no position DD* ESGC - balance sheet needs movie magic
EROS NOW $4.99 monthly through Amazon Prime
Mentions
Wish I bought more...granted I've been holding STX since 2022ish, but my cost basis is around $60.
Buying MU, SNDK, WDC, STX, LRCX and AMAT tomorrow
Too big WDC STX SNDK are still under 100B
I remember looking at STX back in the 90s. Wild how things just keep rotating as different parts of the AI trade
WDC, SNDK, and STX mooning while my PSTG just sits there lame! Different segments I know lol
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
I'd wager SNDK, MU, WDC, STX and the rest pump throughout the first half of 2026 as well as the market continuously prices in 2027 and 2028 performance of these companies as uncertainties about it start decreasing, probably the openAI IPO is going to be critical as well though, if openAI flops miserably it'll probably stop the stocks in their tracks
STX might get back to 300
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)
That's because Blue Owl canceled the OCI DC in Michigan. Someone pulled the first OPENAI thread. Market looks to rebound on a core cpi, over or under, even if it comes in cool, is there a green light on AI plays. Maybe not IMO. Friday, triple witching day with more than STX, WDC, ON, GFS, LULU, CDW, Incl rebalancing. Nvda, msft, tsla, Google, and Apple rebalancing. Nasdaq - 1% Friday.if tomorrow is a rebound. If so TSLA moonshots, but Im guessing TSLA $440. MDB short alert if Orcl doesn’t buy. Not financial advice. Only for amusment purposes from a well regarded deginerate
Puts on CAVA, LULU, SNDK, STX
Don't think so. Look at each and every memory stock. STX,SNDK,WDC... All of them had bigger YTD growth compared to MU. But MU is the OG AI memory winner
Every time I think of buying STX calls $20 out I say “that’s not gonna happen again.” And then it very much does
If the AI bubble pops, yes memory stocks would get obliterated. They're essentially a levered play versus owning NVDA or ORCL. Doesn't mean they can't run up another 50% if you think the AI trade can go much higher. Just know you are essentially owning a 2-3x levered ETF on NVDA by buying MU SNDK STX, etc. Cheers.
MU, WDC, STX, SNDK ripping
Idk, but so is WDC and STX, while MU dumps, might be about MU closing their consumer brand maybe, idk
Obv I'm talking about today regard, their peers are pumping rn like SNDK, WDC, STX
Companies that sell storage, networking, power, cabling, cooling etc are all AI adjacencies seeing their revenue and profit set new records - same as some semis. This is just a subset of the economy. Why is STX APH VRT VST CEG CRDO up so much in past few years? They are getting AI boom same as NVDA AVGO, just not the headlines. Their revenue/profit plummets if AI market crashes.
memory bandwith in general is pumping, also look at MU, WDC, STX
All data storage companies are doing well. Seagate (STX), SanDisk (SNDK), Western Digital (WDC). That said, I only have Micron. Another company that, without confirming, may also benefit from data center stuff is Corning (GLW) just on the basis that one of the things they do is make fiber optic cables. Haven't deep dove on that though.
I think MU WDC STX pumped a bit because SNDK inclusion
They are a key supplier of memory (RAM and FLASH) and have secured long term contracts basically for all of their memory production but still can't fulfill the demand. WDC, STX were also pumping hard.
The whole sector is up. SNDK, WDC, STX
Maybe I'm stupid, but I don't understand why the consensus seems to be that META, Oracle, and Amazon issuing massive amounts of bonds to fund data center CAPEX is bearish for AI writ large. Won't that money be just be used to purchase more TSM and NVDA chips? It should be bullish for chip makers and ASML and data storage companies like STX and WDC.
Someone selling storage stocks (SNDK, STX, WDC, MU)
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
SNDK, WDC, and STX are solid and flying under the radar compared to the likes of the chip manufacturers and rack providers. I dunno how much growth there is left but they seem more stable and less volatile. Not sure why because they’re also at the whims of the tariffs but I suppose even if the AI bubble pops there is still a decent underlying demand for their products. They haven’t seemed to contort or morph themselves to cater to the AI trend that some vendors have. I’m also long on GLW for similar reasons.
Ehhh, they said the same thing about STX and WDC and both of those have ripped even higher. Probably same with CLS. Sometimes its better to jump on a momentum train then try to bet against it
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?
Might also just be better to buy STX or WDC calls since they're all the same trade anyways and IV isn't nearly as high.
Calls. Look at the other storage names. WDC, STX, MU. All crushed earnings. It'll be a big beat.
STX, MU, and WDC holding up my port today 🫂 And a few random stonks too. Fake dump 🤏
AI components doing well today: STX, WDC, MU Should tell you where the real bottlenecks are, rotation into value :) Also since these are 'cyclicals' and up as the narrative shifts to the 'AI bubble popping', it shows no one thinks AI capex spending is backing down.
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
MU was not exactly alone. WDC and STX were also way up today, even while NVDA and SMCI were down.
I’m not sure but MU and STX are the only companies I own stock in and I was really happy to see both did really well today ( but stx did even better)
Cls, STX, Roku, mstr, docn
How the hell has nobody noticed STX?
I’d pick companies that no one really talks about but that has been performing exponentially well like STX. They provide data for NVDIA. Someone had to store all that info from their AI Fidelity has a stock screener that’s good at finding stocks and have served me very very welll
how did that go for u? STX all time high lol
IMO the Mag 7 are in an enormous bubble exactly because of your sentiment. It has nothing to do with dotcom websites. The bubble is in the multiples on an unsustainable growth rate because of capex spending on compute. The bubble is in the market cap and concentration of the Mag 7. NVDA understands this. That is why they are doing all these circular deals because how else can they possibly keep the growth rate up at this market cap? Everything else related to compute is in a straight price/valuation bubble like quantum or STX. The popping is not going to be in the realization that there is no cash flow like the dotcom bubble. It will be a slightly disappointing growth rate of a Mag 7 that causes multiple contraction because the entire space of compute has been priced to perfection on a science fiction AI fantasy that we don't actually have. The amusing thing to me is no one seems to care that Anthropic hasn't put out a model that has leaped over GPT-5 yet and it is November. No rush but we have kind of priced in AGI. It all reminds me of sitting at a Chinese food place in 2006 or 2007 and reading this Newsweek story about a 20 something hippy couple in Portland that had "retired" to flip houses. I just remember thinking how that doesn't sound very sustainable in the long run. We are so beyond that in this bubble that you are right, it isn't comparable.
> Everyone is talking about recession. IMO, you have a market of sector haves and have nots and an economy that is K-shaped. It's been a good earnings season so far overall imo, but there are sectors of the market that are doing mediocre/horrible. The consumer is concerning - most of consumer staples has had a terrible last few years and that seems to be continuing. Look at a basket of staples (see: https://pbs.twimg.com/media/G4mVDCFXgAASA9U?format=png&name=large, or https://pbs.twimg.com/media/G4mVDCFXgAASA9U?format=png&name=large) and most of them have had a mediocre/terrible year or in a fair amount of cases, last 5 years. A lot of restaurant stocks have had a lousy year, some have had a lousy last 5. Target continues to be an example of people trading down. The largest pawn shop co (FCFS) had a record quarter the other day. The 6 mo chart of SFM looks like a biotech that had a failed trial. Not every consumer name has done badly of course, especially those catering to wealthy consumers - LVMH has rebounded off the summer lows, for example. However, look at some of those staples names in the links above and there's been some real obliteration. So much price was pushed by a lot of these companies in recent years and a lot of consumers have lessened their purchases or walked away entirely. Tech is doing well, a fair amount of industrials are doing well, healthcare seems to be doing okay and banks don't seem bad. Anyone benefitting from continued massive data center spending doing well. WDC gets a boost from STX earnings and one would think that when WDC has earnings a couple of days later, the STX-earnings boost would have priced good earnings in. Nope, WDC goes up another 10%. So, is everything broadly looking like it's starting to erode? No. Some companies are doing very well and some in particular might continue to if this level/pace of data center spend is maintained in the coming years. That said, the picture of the consumer is looking more concerning. Recession imminent? I don't think that's the case. Is everything doing well across the board? No and it becomes continuing to watch whether that stabilizes/improves or continues to erode. If the data center spending stopped tomorrow, that would be a *significant* impact, not only to tech but a fair amount of names in industrials, utilities and energy. If anything, the data center spending only seems to be increasing but if for some reason it stopped or even slowed, would be ugly.
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. 🫨🫨🫨
Profit taking generally follows a run-up, which has been true for STX. Just take a breath and don't check this all the time, it really helps.
for real what the fuck man, we all should have gone all in this morning on STX 0dte 245p's they were like 0.10 and now are 3.00+
WDC just lost all of its gains after earnings. and STX back at square one. I guess im holding for a long fucking time before I can sell. should've sold at open
i got slaughtered on the memory pullback $STX $WDC $SNDK
why tf is STX down 7%. thats some hefty profit taking if anything lol. Its pulling WDC down too although I wanzed to hold those for a bit more cuz earnings were amazing; im tempted to sell now. was up over 50% now just about 30ish%
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
the tortoise beats the hare in the long run, right? Ironically, part of the reason I did this is because i had sold puts for CLS and STX, watched them both blow out earnings and thought to myself "I would have made 10x more if I had used this same money to buy 10 calls vs selling one put" Buying calls isn't the issue here though. It was buying too many too short dated and for the wrong stock. Lol. If I put $100k on CLS and STX too I wouldn't even give a shit about losing this
How come I missed you fuckers saying to invest in hard drives STX and WDC have moved more in 6 months than they have over 20 years...
I know right. It already pumped with STX. Maybe I’ll grab a few shares and puts to hedge.
so like $WDC is going to follow STX, right guys? ...right?
Any thoughts on WDC? STX did go up two days ago...
STX had good earnings, ramping WDC into their earnings. I'd think even if WDC had great earnings, going up 13% (and then another 2.5% pre-market) would already price in a lot if they had good earnings - although with this market, "priced in" rarely seems to be a thing. Kioxia is a memory name in Japan up 124% for the month.
wdc should be priced in? surge a lot after STX earning
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%
Earnings parlays have been going very well for me this week CLS -> STX -> GOOG so far. GOOG -> RDDT -> ALAB next.
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 😎
STX was not in the list
fuuuuuuuck. i was eyeing STX (seagate) calls yesterday for a good bit and didn't pull the trigger.
I made a butterfly neutral play on STX and GOOGL this week. Both ITM +/- 12% And STX is up a crazy 17%!!!! I ate a big loss. Now I’m scared shitless of GOOGL, I think I’ll close before the earnings tonight. Cuz it’s crazy unpredictable… right?
I did not buy enough STX... :(
u/PaperHandsTheDip If you held STX would you sell now or hold?
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
CLS earnings Monday +250%. STX earnings Thursday +200%. I think I'm skipping earnings today and doubling up tomorrow. MSTR and ROKU tomorrow
ugh wish i played STX
Holy STX 🚀 WDC following in solidarity too lmao
Followed you in on STX, thanks for the heads up
2/2 earnings this week. $CLS Monday for +250% $STX last night for +100-150% Tonight I'm still debating cvna, tomorrow is definitely $roku
Ugh. Forgot to rebuy my STX calls the other day when my stop hit. Damn it
they’re positioned at the heart of the AI boom by building high-capacity data storage solutions that major cloud and AI customers need. NVDA, Oracle, AWS, Azure, etc if I’m not wrong. And there’s only 2 companies doing this and STX is better than the other one
Can y’all stop buying STX
I missed on STX +4% earnings but I had WDC which became +3% so not all bad
How did STX beat earnings & not go down??
STX earnings weren't that great... why is it going higher?
STX only stock that moves after ER, call on porn drives
Played STX earnings, got free money. When will this end?
Who’s got Seagate (STX) Calls/Longs?
STX earnings on deck. I'm pessimistically optimistic on this one.