Phase 0a monitoring touch: the earnings gate is live this week, a state-scale demand headline lands just ahead of it

Event

Phase 0a monitoring touch: the earnings gate is live this week, a state-scale demand headline lands just ahead of it

Summary

  • Type: monitoring-check (subtype: catalyst-week arrival) - event_id: 2026-07-28-nearline-storage-earnings-gate-live - Source: (verdict-week framing, Seagate/WDC print order, weekend Samsung/SK Group-NVIDIA/Broadcom AI-agreement headline). - Shift: The Seagate and WDC Q4 FY26 prints this perspective has been counting down to since promotion both land this
2 events
DateTypeEvent
Jul 26 ArticleMemory rebuilt for four sessions, gave it back on Friday, and walked into the only two days that matter Aug 8 ArticleMemory Splits: the Shortage Story Is Intact, the Single Names Are Not

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