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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
- SNDK +22% in 5 days & 50% in less than 2 weeks - WDC +20% in 5 days & 30% in less than 2 weeks - STX +15% in 5 days & 23% in less than 2 weeks And regards think this war will be the bubble popper LOL
So...when do we sell STX? I keep thinking it can't go higher and then it does?
Its definitely the one of the less mentioned stocks, since SNDK MU WDC and STX are more discussed, but there are also FIX and VLO as well for less discussed winners of the past months
Made 12k trading shares Mostly bought memory stocks dip MU SNDK STX WDC
WDC, STX already green, SNDK .3% off. Only a matter of time
"MU -i would sell MU if AMAT and KLA and LAM were pumping out equipment.. It isn't like that though. I would sell it if Sandisk, WDC and STX were ramping capacity but they aren't. That's why when the smoke clears you buy not sell" --- Jim Cramer
I bought after the pump up and still made money. Lol. WDC. STX. SNDK. MU. All were hitting
5 year charts on MU, WDC, STX, CIEN and others are absurd. Straight up. Exactly like the .com. Nothing stays looking like that very long.
The only stocks that probably won't go much lower are ASML/AMAT/LRCX/KLAC. MU/SNDK/WDC/STX will depend on MU earnings tomorrow.
I loaded up on all of the storage stocks. Out of all them, I think WDC is the least volatile with the most to gain. Data centers are 80% HDDs. While STX is the HAMR media darling, WDC is actually more profitable and is sampling HAMR. People talk about the AI bubble, but the TBTF companies are all in and unless WWW3 happens, all boats will rise through at the end of 2027. HODL any storage (WDC, STX, MU, SNDK) trust me ;)
First it was ai, now it's memory storage that will save the day. MU SNDK STX WDC
Memory (MU, SNDK, WDC, STX) and semiconductor suppliers (ASML, AMAT, LRCX, KLAC) have been straight up hulk dicking it while other stocks crumble
Complete garbage algo pump esp on Ai stocks. WDC, STX, SNDK, MU. Who buys this?
I’m well integrated in the oil & gas industry (upper field management for one of SM Energy’s competitors in South Texas) & just wanted to add that SM Energy is held in very high regard to neighboring operators STX Oilfield is a tight knit community & slander towards competition is extremely common but SM Energy is one of the few companies that I hear nothing but good things about Another oilfield play I’d recommend looking into would be EOG Resources, they are the literal gold standard out here & are definitely worth glancing over Good post OP!
Most money in MU, but been selling CSPs on SNDK, WDC, and STX
I bought my first batch of STX in 2009, after reading an article about how the need for storage was increasing exponentially. Everything I bought during that time was to hold for 20 years. Now, 17 years later, it has finally paid off!
Been sidestepping lower since Jan 1. Just hiding the moves under cover of “averages” being propped by stuff like STX and WDC
This memory pump was sponsored by Cramer, last night he tweeted “Beware of South Korean spillover into our markets...WDC, STX, SNDK, MU all still vulnerable..”
It's kind of my point though. No one was talking about STX or wd going up like 300% because everyone was enamoured with Nvidia or micron
In the midst of “it’s so over” # > Cramer 20 min ago on X: Beware of South Korean spillover into our markets...WDC, STX, SNDK, MU all still vulnerable..
"Beware of South Korean spillover into our markets...WDC, STX, SNDK, MU all still vulnerable.." -- Jim Cramer South Korea market is saved!
Honestly it's such a sleeper that people aren't talking about. Everyone wants to talk about RAM and GPU prices, and because most end user consumers have SSDs or NVME drives, they aren't using HDDs So likely haven't been keeping track of their insane growth because of AI. It didn't make much sense to me when explained, but for whatever reason, data centers want HDDs. Check out the prices of Seagate (STX) over the last year if you want to see what I mean.
What's up with memory? MU WDC STX SDNK
SNDK, MU, STX, WDC are all hardly considered to be beaten down. They're all like 15% off ATHs which I guess you could say means they're beaten down, but they're also all still up 300-1500% in the last 6-8 months.
With the OpenAI pentagon deal, semi and memory stocks gonna keep going up I got like 20 downvotes for saying MU SNDK WDC STX may hit 1T in 10 years But hey maybe i’m delusional
#88% of the PORT is NVDA, MU, SNDK, WDC, STX. What could possibly go wrong?
Just buy SNDK, WDC, STX, MU
Here comes the STX breakout to 500!
Tried to tell people STX is going to pop. There's still time, we going to 500.
They actually have a lot of good calls, GLP boom, SNDK STX last summer, short blue owl etc
Now, this is the one I believe is still cheap by about 50%. After seeing SK, Samsung, STX, WDC, and SNDK all report earnings in January that blew the top off, there's a good chance MU is also benefiting for increased pricing. Capacity for FY2026 is maxed out, but the increased prices quarter over quarter should continue to show up in MU's bottom line. I believe that part isn't priced in and should keep the stock elevated on its way to $1T market cap should it reach a FY2026 eps of $40. FY2026 eps estimate is currently around $33. At $40, that's about $45B in net income minus any one-time items.
MU and SNDK seem to be more correlated whereas WDC and STX flow together.
Insane bull flag on STX, 500 coming soon
I meant its got half the forward pe ratio of STX and WDC's forward pe ratios, despite all being profitable due to the same AI demand
one of the best substack to sub. Early on GLP trade, early on storage trade (STX , SNDK) early on energy rotation (XLE)
Is there a reason STX isn’t keeping up with the other memory names?
MAG 7? Nope, is the MEMORY 6 now: MU, SK HENIX, Samsung, SNDK, WD, and STX 👑 🔥 🚀 🌕
20x too high for the memory makers cuz market still views memory as super cyclical. All the other guys - STX, MU, WDC are at around 10-11x so I would guess like 800 ish wouldn’t be a bad guess
Not regarded at all, it has better valuations compared to WDC and STX, only being better in cheap valuation sense by Micron
I am going with 1. SNDK 2. CGNX 3. VRT 4. STX
Yep, and that's where AAPL's going to have to pay a nice chunk to get that memory chip in 2027, because 2026 seems to be sold out already. It's not some hardware. MU, WDC, STX, and likely SNDK are all sold out of 2026 along with SK and Samsung. I guess Apple can go to the temu versions.
Miserable profit when every WDC, MU, STX, SMSN, HY9X doing 100% beat, negative p/e, ad profit margin that is impacted by hardware costs
So stock’s going up or not ? WDC looks underpriced compared to STX and Obviously SNDK and MU
I would go with these momentum stocks 1. SNDK 2. STX 3. VRT 4. CGNX
The only thing I could think of is that SK, Samsung, and MU all underestimated demand. I think they thought demand was going to be gradual over a 5 year span. We are looking at demand being crunched into 2 years. From now until the end of FY2027, these three along with the smaller memory chips like SNDK, WDC, and STX are going to reap in huge amount of cash as AI data centers need to be online asap. META, MSFT, AMZN, and GOOG are not paying $600B to be the last one to have their AI system operable. That means they will likely pay 2-3x above fair value on these memory chips to be first.
SNDK still only at a 11 P/S ratio even after that crazy run… I think I’m going to start a position 50/50 SNDK/STX
Similar stocks: MU SNDK STX Market caps: - MU: 460B - SNDK: 90B - STX: 90B I believe all of these have the potential to be trillion dollar companies
WDC was about 900%. STX about 600%. Like I said. All storage was boosting.
The real reason is that nobody anticipated there would such a massive shortage of memory and storage because of the AI buildout. Which is why MU, WDC, STX and SK Hynix have also gone up. Who knows what the next bottleneck would be. Air conditioners, water purifiers, copper wire. Heck, there is a real estate stock that has been going up because they specialize in constructing data centre buildings. I started accumulating Micron in Jun 2025 because I knew memory is a very important and expensive part of GPUs. But I didn't know it would become such a massive shortage or else I would have full ported.
What I like about STX is they specialize in large scale storage. But I do think growth will be slowed and most of us are late to the party. I moved into energy, photonics and precious metals excluding gold and silver. I have MU, STX and SNDK.
Top 5 S&P 500 stocks by YTD performance: 1. $SNDK (Sandisk) +164% 2. $GNRC (Generac) +65% 3. $WDC (Western Digital) +63% 4. $TER (Teradyne) +63% 5. $STX (Seagate) +55%
MU SNDK STX WDC still under valued in this storage and memory super cycle.
Yea, that came after CSCO mentioned increased costs from higher memory chip prices. That's music to MU, SNDK, STX, and WDC's ears.
https://preview.redd.it/1e4pwtaes2jg1.jpeg?width=1000&format=pjpg&auto=webp&s=76c6d808201a6d2bc6be8014b0013bd88b919177 $MU, $SNDK, $STX, and $WDC. Will now be referred to as the highwaymen going forward.
Were there news of STX?
To help investors understand the importance of MU, SNDK, WDC, and STX and why their stocks are up **a lot** Without memory & storage, your AI sex robot would be a lifeless sex doll. With memory & storage, your sex robot can act like a real wife/girlfriend.
could you give me your bear case/DD? I'm around 10% in WDC and STX, but MU and SNDK are well over 50% for me. At least for the time being I'm seeing more upside this quarter for memory than storage.
The bottom fell out of of STX
2018 F150 STX V8 5.0L (base model with front grill appearance upgrade and fixed console upgrade) about 32k out the door. Last week looked to trade into similar 2026, and 44k base and +12k as soon as you change default 2.7L ecoboost to V8. So 56k before adding any options 5.5 years later for a base truck essentially for 66% more
My stoploss triggered on STX i lost 3 dollars
Stx mu sndk and WD look juicy at those prices. Bought STX and MU today cuz i think its best value
I'm long MU. In my opinion SNDK, STX, and WDC will all be eating MU's dust by EOY, if not by MU's next earnings mid-March. The long-term game here is within HBM and DRAM, both of which Micron is the leading producer in the United States.
SNDK?WDC/STX all green. Just waiting for MU but I will run out of breath before that happens probably
Imagine buying MU instead of SNDK / WDC / STX
Grok said it seemed like a good time to buy STX, SNDK, and WDC. I didn't at the time. I watched them for like 3 days and they did nothing. Then, they went boom and now I regret it.
I think people are mixing two things here. AI demand is real, that part isn’t hype. Training models and running inference uses a stupid amount of storage and that’s not going away. But memory stocks have always been cyclical, even when the long term story makes sense. SNDK ran the hardest because it fits the AI narrative cleanly. That also means it’s the most crowded. A lot of the move feels like people piling into the story at the same time the memory cycle turned up. If pricing weakens or AI spend slows even a bit, it wouldn’t shock me to see it pull back fast. Storage is still a commodity business at the end of the day. WDC and STX feel less sexy but also less priced for everything going right. They benefit from the same demand, just without the same hype premium. To me these feel more like cycle trades than forever holds. You buy when supply is tight and everyone hates the sector, not when everyone suddenly agrees storage is the future. If you want long term AI exposure, I still think the higher up the stack names are easier to sleep with. Storage matters, but it’s volatile by nature. Curious how others are playing this, holding through the cycle or just riding momentum.
All I know is I bought a bunch of STX about 15 years ago and dammmmn has it been a good year.
Hmm should I switch my MU port to WDC or STX or what
If you had to pick one, between SNDK and STX, which one do you think has a better outlook?
Has there been a lot more volatility lately or is it just me? Historically speaking the VIX is pretty low right now, but that said, it just feels like there’s so much volatility in either direction. From quantum stocks like QUBT to hardware stocks like STX to now even precious metals.
WDC and STX aren't selling off, so buy the MU and SNDK dip
Imagine picking MU WDC STX over SNDK
MU Investor event on 11 February - expect *very* positive sentiment : ) Also if you compare today's declines, MU is holding up well against GOOGL, SNDK, WDC, STX, etc - only down 2.2% as I wrote this.
Retards here don't understand fundamentals, and don't understand that MU SNDK STX WDC still have a ways to go until it's sell time
bull as fuk for MU, WDC and STX.
No doubt they did, but I was talking about their comments on capex in AI. It looks like GOOG will spend $185B on AI this year. That's where the revenue for SNDK and MU will come from. On another note, QCOM stating that they memory shortage negatively affected its forecast. That means the shortage is affecting other companies and should result in some pricing power for MU and SNDK as well as Samsung, SK, WDC, and STX.
How much is MU, STX, and WDC up tmr. Mag 7 in a CapEx arms race with no signs of slowing down
BREAKING: Alphabet poised to buy IREN, AMD, SNDK, ASTS, MU, WDC and STX
AMD, MU, WDC, STX. All great plays imo. Sentiment still stands.
GOOGL, MU, LLY, SNDK, WDC, STX, TSM, etc
the new mag7 for 2026 is SNDK, WDC, MU, STX, FIX, CMI and CHRW buy high sell higher mentality, being retarded pays off
SPY sinking all day - SNDK, STX and WDC don't give two fucks. All will pump +10% when we reverse. Today has been a good test of durability.
MU is currently down about 5%. I think it's still worth entering. I personally stay away from WDC and STX because HDDs use older technology compared to SSDs which are significantly faster. Eventually HDDs may become obsolete because they can't compete with the speeds of NAND flash memory.
Not memory makers are created equal. MU makes DDR5 RAM. That is the main memory of computers or severs. STX, SNDK and WDC are making SSD (made of NAND memory) which replaces the old spinning hard disk. NAND memory has no patents. Even Chinese can make them. They are commodity. Even right now it is in shortage, too, the supply will soon match the demand, especially Chinese can mass produce them. I said 50% is very conservative. WDC could drop to 52 weeks low (under $40) in the middle of 2026. Traders think SSD is in high demand now. Yes, but unlike MU control DDR5 patents, those SSD manufactures like WDC cannot prevent Chinese SSD makers dump massive amount of SSD very soon.
RAM is in severe shortage, so MU is a buy. SSD is in shortage but no severe, so traders should sell SNDK, STX and WDC while the stock prices are peaked. Especially SNDK and WDC which could crash 50% once people sense the upside momentum is stalled. SNDK and WDC are strong sell. MU is a buy because its RAM is a monopoly while those SSD manufactures are selling commodity.