Reddit Posts
STX crushed earnings while SKHY's record quarter barely moved the needle. HDD winning the narrative right now?
Seagate Stock Jumps After Earnings Beat Expectations, 'Robust' Data Center Demand
19.1K > 65.8K > 11K on semiconductors
I’m still holding storage names, and Monday might get interesting with SKHY
SKHYV brought attention back to storage, but SNDK is what I’m really watching
I don’t really care if MU turns green for five minutes anymore
Well... the memory stocks are making last week's debate a little more interesting
Well... the memory stocks are making last week's debate a little more interesting
Micron crushed earnings and dragged the whole chip sector green, but is this enough to save the broader tape?
Net incomes for mega cap AI companies, including Micron, Samsung, and SK Hynix
Pre-Market Gainers and Losers for Today (June 16, 2026) 📈 📉
NVDA Computex 2026 Summary: Vera CPU, Rubin Production, Physical AI and Robotaxis
Is it normal for semiconductor and AI infrastructure stocks to 10x in such a short time?
Dell’s $24B AI monster quarter means the hardware supply chain is about to go crazyy
AI storage is waking up, and NTAP just gave the market a receipt
$MU became the AI memory trade nobody wanted to chase. What is the next “obvious in hindsight” chip-adjacent play?
NVIDIA Q1 Revenue and EPS Beat Expectations Gross Margin Hits 75%, Data Center Revenue Reaches All Time High
Ran my daily scanner today, 5 semis with RSI over 80 on both timeframes
9 oversold alerts in S&P today. AMD up 82% vs market in 20 days
health care still oversold but starting to stabilize. semis overbought for days now
anyone else notice health care getting wrecked today? COR and MCK RSI under 17
Broadcom (AVGO) is gonna be next Seagate (STX).
UPDATE: Seagate (STX) – From ESPP discount to 140%+ gain. Did I stumble into gold?
+$12.8k in 2 hours trading shares only. SNDK WDC MU STX LITE COHR
Google is allowing me to delete all my emails... running out of data center storage?
Rampant AI Demand for Memory Is Fueling a Growing Chip Crisis
Buy the dip on any memory stock: MU, SNDK, STX, and WDC.
AI memory storage companies and potential futures
Buy the dip on any memory stock. SNDK, MU, STX, WDC.
I kept telling everyone to buy STX and WDC for 2 weeks
I kept telling everyone to buy STX and WDC for 2 weeks
Will the storage sector be the first hot topic of the new year?
Change My Mind: Western Digital (WDC) and Seagate (STX) Are Absurdly Overvalued
Change My Mind: Western Digital (WDC) and Seagate (STX) Are Absurdly Overvalued
Mathafakar why tho. My December invest $10 each. Except STX no buy.
Why did most semiconductor stocks weaken at year end while NVDA bucked the trend and rose?
Seagate (STX) – From ESPP discount to 140%+ gain. Did I stumble into gold?
2 years ago I had asked about AI's impact on storage stocks like STX, WD, etc. Is it AI's impact or something else as STX is up 3x since ?
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
Of course SNDK dropped to 900 and then recovered in 2 weeks. But I bet the time that I buy in, is the time that the memory problem is fully solved with infinite free memory, and MU/SNDK/WDC/STX all will crater to the center of the fucking earth.
If STX goes back to 1k ill lick ur butthole
I saw this drop at open then kept watching it and it went back up and I was like nah I want STX instead, fuck my chungus life
Earnings crash 20-30% nowadays MU, WDC, STX, LITE, SNDK, NBIS, INTC No one safe anymore Can crash 30-50% from here by next few months LITE earnings crash tomorrow
Most of them are doing buy backs. STX and SNDK both announced buybacks which is the exact opposite of dilution. If there is ever a company that makes a brain ripple machine you should invest
$SPX $SMH $QQQ Earnings crash 10-30% for all AI hype stocks nowadays Check which hype earnings stocks this week $LITE earning crash tomorrow $MU $STX $WDC all crashed at earnings
I invested a little (first time in march) into SNDK (30% loss overall), SKHY (19% loss), MU (18% loss) and STX (9% loss). VOO and AMZN have been my only gains at 10% and 8% respectively. Should I just sell on those losses and toss it into VOO to someday make it all back or is it worth staying with them? I feel like a dumbass for having gotten into it right before the rug was pulled. It’s not much, about $2k total but I was ready to invest about $30k. I’m glad I didn’t. But even with that bit, man, this has been such a disappointment overall. Except for VOO. They’ve been good and steady.
How have any of the post ER days been for AI stocks? STX was good and that about it.
Alright this is why the sex robot stocks went down last week AMD, SNDK, WDC, STX, MU, SKHY OK the reason why they went down is because... Yeah I got no idea actually 😅
For Optical components or photonic switch, no monopoly $MRVL $COHR $GLW $AAOI & 10 Chinese and Korean companies No monopoly $MU $SNDK $STX $WDC cooling Many semi crash at earnings, cautious before ER for optical components companies ER pain to $AMd $AVGo $MU see $smh
$NVDA not consumer electronics It’s selling GPU to few big cap, their cash flow negative,cancel double order, rent to overbuilding Once big cap stop buying GPU, $NVDA can crash 80% Situational Awareness Collapse, $45 Billion $MU $WDC $GEV $CAT $SKHY $SNDK $STX $ARM all semi cooling Too Big to Bail ?
STX :clifford: :clifford: :clifford: :kek:
STX casually down 10% for no reason
$NVDA $SNDK $WDC $STX $MU Semi bubble bursts
MU has amazing earnings > pumps after earnings STX has amazing earnings > pumps after earnings SNDK has amazing earnings > rugpulled???
Explain to me like I’m 5 why STX pumps and WDC dumps
STX pumped on the exact same earnings picture
Why tf does STX pump and WDC dump? SNDK should be up 15%
Wtf did STX do to deserve this, their earnings were great
Which makes no sense because MU and STX pumped but yeah this shit is gonna dump
WDC drop is odd after STX had such great earnings. Get ready for the pump
MU destroyed earnings > pumped STX destroyed earnings > pumped SNDK destroys earnings? > dumps for no reason just because
Think STX was the only one to go up on earnings
I own WDC & STX, but MU & SNDK are a bigger part of my portfolio.
When cash flow negative for BigTech, how long they pump semi? $SMH $MU $SKHY $NVDA $QQQ $SPY $STX $SNDK like Situational Awareness story telling ? Banks story telling price target pump dump going big. All price target by MEME analysts has no fundamentals.
$SMH $MU $SKHY $SNdK $TSM $INtC $AMD $STX How many Trillion AI-margin debt , when total margin debt 1.5 Trillion , last week wiped $45 Billion in a day, Situational Awareness. Memory is cyclical, AI doesn’t mater Ask any AI , why memory is cyclical?
STX selling hard glad I sold pre market
Which is why MU, SNDK, WDC, and STX at these levels were cheap. I jumped back into MU and SNDK. Can't go wrong with these through 2027. MU looks like it's target is now $1350 at the minimum and SNDK should hit $3,000 for that $200 eps expected in its FY 2027. We should get an update on that tomorrow.
SNDK. STX had their moment last week
STX or SNDK today?
I would say MU like the guy said below. SNDK, WDC, STX, SKHY are good calls too.
The 2-day rally in SOXX, STX volatility, high spread on the option, and the margin alarm all contributed to me botching this :) It would have been difficult to close the spread, because there was no bid on the long leg, and the short leg spread was so wide that it implied a 5-10 point loss on the overall trade. In effect was lucky, I closed not much higher than the time of the margin call, so waiting to catch a better price was not so detrimental. The full cover with shares would have been a better mitigation for the day but it would have required freeing up margin from other positions.
I feel like the better play might be WDC. It may follow STX's progression from its earnings last week.
Yep, it's clearly a shakeout of the weak hands. Fundamentals actually look stronger after seeing SKHY post profits on par with MSFT, GOOG, and AAPL. It posted Q2 operating profits of $41.5 B compared to $40.6B, $40.77B, and $35.69B for the other three, respectively. Then we saw STX with blowout numbers telling us the memory play here is intact. WDC and SNDK will report on Wednesday after the market closes, and I expect more blowout numbers. WDC is at $550, and it'll be above $700 by year end. I expect SNDK to be above $2500 by year end. SNDK is going to report EPS above $35 and then guide FY27 to $225-$250. At $2500, that's a p/e of 10 making it reasonable at least until FY28 can be more visible.
Ima be real with you. If you're worried about short term capital gain taxes, you likely aren't investing in the first place, just gambling. If you're buying stock, you hold that, for like 5 years or more. Want short term trades? That's what options are for (though I'd say primarily write/selling them). If your stock blasts up like MU or STX or any of the ram stocks? You can sell it short term and still be up massively after taxes, or if you truly believe it's going even higher... just keep holding. Between automated buys and chilling while selling maybe a few put contracts, you keep a mostly hands off approach which typically leads to more stable gains anyways.
Same thing with their last 2 ER. STX reports first which leads to a sympathy pump for WDC. Then when WDC reports, they sell off
Ok I like the follow through day, but being super selective about tech choices PANW/GFS/KLAC/STX All showing RSI hidden bullish divergence off the April bounce point
So, next week MU either goes over to 1000 or down to 700. WDC sand SNDK earnings next week, leaning towards 1000. I don't see earning "disappointment" like Kioxia or SKHY. Kind of interesting that Micron crushed expectation but SK Hynix didn't, STX did but Kioxia didn't. American companies may negotiate harder compared to Japanese and Korean. Nvidia still under 200, calls it is.
I want it to be the bottom but it doesn't look like it yet. Based on my charting it's still weak but if someone is long there are tons of bargains right now (MU, MRVL, WDC, STX, SNDK the weakest of these still)
WDC is a winner. Hard disks have no Chinese competition, no planned capacity additions, great pricing trends, and ai generated data is exploding and more valuable than ever. WDC and STX are going to have some great quarters ahead.
I’m not psychic but old charts for WDC and STX before they went up because of AI, genuinely dropped -50% to -70+% a cycle before kind of recovering throughout a year or two. This time is different though because of AI and their massive requirements for semiconductors. We’ve already seen -50+% drops on similar stocks. It might see another -20% drops or none at all after a couple months but I don’t know. Next week it will have a sort of pump due to massive earnings from SNDK and WDC Wednesday.
It does that, look at the chart for the past 3 months for related stocks (SNDK, WDC, STX, etc) it goes up and then in a few days or less crashes down to new lows. I’m guessing next week it would be green since we have SNDK and WDC earnings on the same day.
Situational Awareness, sells entire book. As semi crash possible push to margin call deleverage, as margin requirements skyrocketed. Another Archegos like crash for semi collapse last 3 week. Funds soon risk manage $STX $SNDK $WDC $AMD $INTC $AMD $AMAT $LRCX $TSM & sell semi
If many punished like $META, do you think they buy semi ? $SMH. $STX $MU
STX is going to be the new SNDK and double from here
$STX earnings, worse than $NKE, $WHR, check
Dumping semi memory, STX, WDC
How in the sweet fuck was STX green today? Literally the worst memory company but gets to have the highest multiples?
hoping MSFT fades hard the same way STX faded
SNDK STX SKHY all up. I used to pray for times like these
STX at 6% but MU at -6% makes no fucking sense
STX earnings propping it up
They're closer to STX rather than MU and SNDK; more into storage solutions not memory
Being propped up by STX earnings
How many make $166 Billion revenue annually like $MU ? $350 Billion revenue annually like $NVDA ? $NVDA earnings coming . $SMH spike for many semi earnings, saw $STX demand
I was walking down the street and I got mugged by some people. They threw me to the ground, grabbed my hands and locked them behind my back, and they they took my purse and my phone and they started transffering shares to my robinhood. These ruffians added sndk, MU, SKHY, WDC, STX, RKLB, ASTS, MRVL and so many more useless AI companies. Now my port is ruined, im calling hood support to see if i can get these stocks removed from my port.
WDC loved STX earnings. Up a whole 0.25%
US not South Korea. US defense budget 1.5 Trillion, big portion going semi for advanced defense equipment $SPY $QQQ $SMH BigTech has big cash flow, all expansion of AI going big. Nothing change, adding semi on red. $STX great earnings. $MU $166 Billion annual revenue
US not South Korea US defense budget 1.5 Trillion, big portion going semi for advanced defense equipment $SPY $QQQ $SMH BigTech has big cash flow, all expansion of AI going big. Nothing change, adding semi on red. $STX great earnings.
$INTC. 92 $STX 850. Possibly
Not sure what the thesis is, that HDD (spinner) will be a growth engine going forward? It's used for SAN, cctv, backup, and not much else. Face recognition AI (cctv based)? Basically, everyone is moving to nvme now if they can. Even sata ssd is considered sorta legacy. I own some firecuda nvme from STX though no knowledge of where they sourced the nand chips from.
Well guess BE was the play over STX
Oh really is that why STX is still holding green while SKHY is down 12%. Earnings absolutely matter, the CapEx from MAG7 matters and so does the language used regarding supply shortage outlook, LTA’s, etc. SNDK & MU are getting slaughtered partially from being in ETF’s with these Korean stocks with their retarded overleveraged retail traders getting liquidated.
Memory stock update: Seagate ER... STX in green
So like Intel and STX earnings?
SK Hynix earnings early release was only major thing that happened right then I'm surprised it hit spy Edit: ok wait that was 7:45 and that's what caused the drop Possibly STX, TER etc earnings? There were a ton of earnings today
Irrespective of the short term price action for memory, numbers from STX & SKHY are excellent.....
STX and SKHY cage match to see who wins ber or bol.
STX is still green... it tried really hard to pump the sector and was sabotaged
STX hanging on for dear life
STX was my shot for +/- but that shit is gone now so it is all -
STX options are dead tomorrow morning!
STX had a crazy crazy good call and after hitting a high of 820 it feel to 780. Seems like investors just want to take profits and not hold these stocks anymore
STX red by open https://preview.redd.it/4tvsz91yo1gh1.png?width=1379&format=png&auto=webp&s=a9f739c8da6c54ad54c8cae4b5b8f764f2db49b1
Slowly, the STX +10% sinks down to +5%. There was hope, now there is only darkness.
Yeah as long as we hold we will rip imo. We just had some of the high beta stocks flush out 50%+ and STX and BE and CLS and GLW reactions to earnings were good which means there's still appetite for the AI trade. Big flush needs a bounce eventually and I'm timing it as once we get FOMC resolved. Maybe it's on Friday after big tech earnings though but I doubt it.
STX transitioning from 3EB to 4EB so the factories will be shut down or slow in production so supply will be cut short
After seeing STX massive beat, I think MU is definitely a good opportunity. It is hard to see why MU is trading cheaper than CRM which is definitely a decaying company…
| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **STX** ▲ | $898.67 (above) | $816.97 | $807.50 | +10.0% | Jul 29, 10:41 PM | | **Record** | 0W - 1L | 0% | - | - | - |
STX and WDC aren’t really tied to SK Hynix but MU and SNDK are (they all compete in HBM or HBF). MU and SNDK won’t move until SK reports tonight. I expect all of them to be +10%+ tomorrow. This FUD is ridiculous. Memory/storage names are printing cash and CXMT/Chinese alternatives won’t be a threat anytime soon due to their technology being behind and national security concerns.
BE STX earnings crushed. This will quell fears
Kioxia bags are fucking heavy, hoping Friday's new Korean leverage rules & good ER from STX, SKHY & Kioxia this week saves memory bulls in August!
STX next Q projected estimate beaten by 40 %… $1200 stock price soon
STX TO THE MOON TOMORROW! STX sees 40% EPS upside vs estimates
Looks like STX got lucky and didn’t dump. Puts
Weird that STX earnings pump has no effect on SNDK, MU DRAM after hours
$GLW $KLAC crashing $STX earnings not big compared to last quarter, almost flat and just $100 Million more revenue Stay cautious tomorrow, can crash more
Such a weak after hours recovery. Up 1% After being down almost 9 during market hours. I guess STX is an appetizer for the main course SK sell off
Little STX rip back to yesterdays close
STX can't even undo today's loss so sad
STX Pump fading - this market is cooked
STX smashed it, time to buy back MU lol
when is STX earnings?
STX and BE had fantastic earnings and reaffirmed that the AI buildout ain't stopping anytime soon and is actually picking up steam.