STX — Desk Call Target (memory & storage vertical, 2026-08-08)

Target

STX — Desk Call Target (memory & storage vertical, 2026-08-08)

Setup

STX — desk call does STX hold the 20-day · now $812.76 · open - stx

5 events
DateTypeEvent
Aug 8 ArticleMemory Splits: the Shortage Story Is Intact, the Single Names Are Not Jul 26 ArticleMemory rebuilt for four sessions, gave it back on Friday, and walked into the only two days that matter Sep 6 ArticleSeagate: cloud storage and the density roadmap Jul 31 ArticleOne Seller: Anatomy of the AI Whiplash Aug 22 tweetSemiAnalysis — 3D NAND is switching word lines from tungsten to molybdenum above ~300 layers

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