Summary

• Type: monitoring-check - event_id: 2026-07-11-nearline-storage-eow-monitoring-check - Source: no new scans or captures touching STX/WDC/HOCPY/5991.T/SHWDF/NJDCY since the 2026-07-07 digestion-regime read. - Effect on thesis: HOLD, unchanged. No Toshiba capacity disclosure, no STX/WDC discipline-break language anywhere in this week's flow. Seagate/WDC Q4 FY26 prints (~late July/Aug) remain the oper