Nearline storage: density and supplier discipline · Campaigns
Nearline storage: density and supplier discipline
active · AI · Storage
Ideas and calls
Long, bearish, hedge and relative-value ideas can coexist. Only explicitly issued calls enter the existing scoreboard; short and hedge performance is not graded.
Issued calls · returns compare the symbol with SPY after 30 and 90 days. Positive excess supports a BUY; negative excess supports TRIM or SELL. WAIT and research ideas have no score. These are call outcomes, not a campaign return.
reclaims and holds the 20-day ($888.26) with RSI back above 50
Invalidation: RSI falls back under 40 while price stays below the 20-day
price back above the 20-day ($264.25) with the 30-day loss narrowing
Invalidation: RSI below 40
no entry while price sits 13.0% below the 20-day ($1,393.06) and 28.2% below the 50-day
Invalidation: a base built back above the 20-day on rising volume forces a re-look
holds the 20-day ($834.21) and turns RSI back above 50
Invalidation: either drive maker signals added unit or greenfield capacity, or a close below the 200-day ($533.00)
not before the Aug 5 call's allocation and gross-margin language is public and read; then a reclaim of the 20-day ($511.47)
Invalidation: any unit- or greenfield-capacity addition signalled by either drive maker — the supply-discipline pillar fails