STX Seagate Technology Holdings plc

STX Seagate Technology Holdings plc

Technology · Computer Hardware

Desk view

Watchingmedium conviction · entry own the cleanest un-hyped inflection — Seagate's company-wide GAAP operating margin compounding 23%→32% over four consecutive quarters (fiscal Q4 2025 to Q3 2026) on AI nearline-storage demand; Seagat... — not entered
Basis Open desk call ·Logged decision
Perspectives Nearline Storage
Updated

Market read

Scan convergence 2 scans as of 2026-10-16 2 neutral converging

POC $267.50 · VWAP $602.56 · +6.0% vs 12m avg buyer

pullback vol: expandinggaps: stablechurn: quiet as of

Insiders selling 0 buy / 10 sell · Form 4, 90d $288.3M sold last open-market sell MOSLEY WILLIAM D

Cluster CEO, CFO + 4 others sold $75.7M, Aug 24–Sep 3

Coverage

7 related campaigns

Watchlists @ai-bottlenecks@ai-scan@escalation@memory@nearline-storage@thebuildout-ai-storage-data-pipeline

STX Price Structure

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Peers

Every watchlist STX belongs to, members best 30-day change first — STX highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@nearline-storage
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STX-18.4% -7.5%1d -18.4%7d DISK-20.1% -5.9%1d -20.3%7d WDC-20.4% -6.9%1d -16.4%7d
@memory
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RMBS+7.2% -6.0%1d -18.8%7d MU-5.2% -5.6%1d -14.6%7d SIMO-12.4% -3.3%1d -19.9%7d EWY-14.3% -3.7%1d -15.1%7d SNDK-14.5% -6.8%1d -17.9%7d DRAM-16.1% -5.8%1d -18.8%7d STX-18.4% -7.5%1d -18.4%7d DISK-20.1% -5.9%1d -20.3%7d WDC-20.4% -6.9%1d -16.4%7d SKHY-21.9% -6.6%1d -19.3%7d
@thebuildout-ai-storage-data-pipeline
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P+27.1% -7.0%1d -19.7%7d NTAP+6.4% -5.1%1d -14.1%7d ALAB+6.2% -5.3%1d -16.5%7d NVDA+0.1% -1.4%1d -6.6%7d MRVL-0.8% -5.6%1d -17.2%7d KLAC-1.0% -5.0%1d -15.3%7d IBM-2.3% -0.8%1d +2.2%7d HPE-2.7% -6.0%1d -24.9%7d AVGO-3.2% -4.5%1d -9.1%7d MU-5.2% -5.6%1d -14.6%7d SNOW-7.3% -8.4%1d -16.8%7d MDB-10.3% -7.9%1d -12.5%7d SNDK-14.5% -6.8%1d -17.9%7d STX-18.4% -7.5%1d -18.4%7d DELL-19.8% -4.6%1d -22.9%7d WDC-20.4% -6.9%1d -16.4%7d SKHY-21.9% -6.6%1d -19.3%7d
@escalation
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LNG+8.1% +3.7%1d +4.0%7d LIN+7.9% +1.1%1d +3.0%7d APD+4.4% +1.0%1d +6.5%7d TRGP+3.6% +4.4%1d +2.9%7d UNG+2.9% -3.9%1d -3.2%7d FCG+2.1% +3.5%1d +4.7%7d OKE+0.7% +2.9%1d +3.9%7d EWT-2.0% -2.6%1d -7.0%7d DAL-3.2% -3.5%1d -8.3%7d CQP-3.3% +2.1%1d +0.1%7d EPD-3.3% +3.5%1d +2.0%7d ET-4.0% +1.9%1d -0.7%7d EWS-4.2% -0.3%1d -0.8%7d UALE-9.6% -5.1%1d -10.6%7d GLNG-10.1% +0.7%1d -5.5%7d FLNG-12.4% -1.4%1d -8.5%7d VG-13.2% +1.8%1d -3.3%7d EWY-14.3% -3.7%1d -15.1%7d STX-18.4% -7.5%1d -18.4%7d WDC-20.4% -6.9%1d -16.4%7d
@ai-bottlenecks
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-2.9%7d NOK-9.9% -4.5%1d -11.8%7d SYM-10.1% -2.5%1d -9.1%7d CGNX-10.2% -3.0%1d -14.2%7d 6324.T-10.2% +3.7%1d -14.0%7d CCJ-10.3% -2.0%1d -7.4%7d LITE-10.4% -5.2%1d -25.3%7d ANET-10.4% -4.6%1d -18.3%7d ORCL-10.4% -4.6%1d -9.3%7d PRY.MI-10.5% -0.4%1d -11.2%7d 300748.SZ-10.6% +1.2%1d -5.9%7d XPEV-10.7% -4.2%1d -6.8%7d INTC-11.1% -5.8%1d -14.2%7d NEO.TO-11.2% -3.0%1d -5.2%7d ALOY-11.3% +8.2%1d -1.2%7d ILU.AX-11.8% +5.3%1d -6.0%7d CW-11.9% +0.2%1d -2.0%7d AOSL-11.9% -6.8%1d -22.0%7d UMC-12.0% -5.3%1d -13.7%7d STRL-12.1% -4.9%1d -17.3%7d AGX-12.2% -5.9%1d -12.0%7d LASR-12.7% -5.1%1d -12.5%7d 6451.TW-13.5% +1.0%1d -13.4%7d VRT-13.8% -3.9%1d -15.0%7d 005380.KS-13.8% +5.6%1d -3.9%7d LBRT-13.8% -0.6%1d -12.6%7d ENPH-13.9% -0.7%1d -6.7%7d 009150.KS-14.0% +2.1%1d -23.2%7d SMCI-14.2% -9.9%1d -24.4%7d SNDK-14.5% -6.8%1d -17.9%7d ENVX-14.7% -7.1%1d +1.2%7d 005930.KS-15.0% +2.6%1d -17.8%7d SHA0.DE-15.0% +1.4%1d -0.8%7d BESIY-15.1% -6.7%1d -14.1%7d 2GB.DE-15.2% +1.2%1d -18.1%7d MTZ-15.3% -0.3%1d 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-9.7%1d -22.1%7d AEHR-28.1% -12.4%1d -28.4%7d TMC-28.9% -3.4%1d -23.2%7d 3308.HK-29.2% +2.7%1d -17.4%7d SMR-29.8% -5.2%1d -19.0%7d ASPI-32.1% -3.2%1d -19.3%7d FRMI-33.8% -7.1%1d -7.9%7d FLNC-35.9% -9.8%1d -21.9%7d TE-35.9% -10.6%1d -22.7%7d IREN-36.7% -11.2%1d -23.3%7d 3952.HK-36.7% +5.8%1d -27.1%7d NJDCY-37.4% -5.5%1d -5.5%7d HGRAF-47.5% -14.2%1d -24.2%7d TRT-51.2% -4.8%1d -13.2%7d EOSE-53.8% -15.7%1d -27.8%7d
@ai-scan
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VEEV+17.2% -0.8%1d +4.8%7d ISRGE+11.6% -0.3%1d +0.7%7d VST+8.3% -1.4%1d -5.9%7d ZS+8.3% -5.9%1d -11.3%7d MSFT+7.9% -1.9%1d -1.1%7d TAC+7.5% +1.5%1d -2.1%7d AI+7.2% -6.9%1d -1.8%7d DDOG+7.1% -7.2%1d -15.7%7d PLTR+6.7% -7.2%1d -11.0%7d META+5.3% -3.7%1d -1.3%7d CEG+4.6% -1.3%1d -9.0%7d AMD+3.2% -6.0%1d -13.1%7d ASML+2.5% -1.0%1d -7.8%7d AMZN+1.6% -1.9%1d -4.7%7d WDAY+1.6% -3.0%1d +2.3%7d NOW+1.5% -4.4%1d +0.8%7d NVDA+0.1% -1.4%1d -6.6%7d CSCO-0.3% -2.2%1d -9.3%7d GOOGL-0.7% -2.5%1d -3.1%7d NEE-0.7% +1.1%1d +3.1%7d MRVL-0.8% -5.6%1d -17.2%7d TSLA-0.9% -2.1%1d -7.3%7d SMH-1.1% -3.4%1d -10.5%7d TSM-1.2% -2.3%1d -9.0%7d FTNT-1.5% -7.0%1d -13.2%7d AIQ-1.6% -3.2%1d -6.9%7d ADBE-2.1% -2.6%1d +1.2%7d DLR-2.8% +0.9%1d -1.6%7d ROBO-2.9% -2.6%1d -7.3%7d EQIX-3.0% -1.0%1d -3.9%7d AVGO-3.2% -4.5%1d -9.1%7d CRM-3.9% -2.5%1d +5.0%7d BOTZ-4.9% -2.1%1d -6.9%7d MU-5.2% -5.6%1d -14.6%7d PATH-5.7% -6.3%1d -4.7%7d CRWD-5.8% -7.0%1d -17.3%7d ARM-6.6% -6.9%1d -14.4%7d QCOM-6.9% -3.5%1d -1.9%7d SNOW-7.3% -8.4%1d -16.8%7d TEM-7.5% -9.0%1d -8.8%7d NET-8.7% -6.3%1d -17.9%7d PANW-9.0% -7.6%1d -18.3%7d T-9.4% -0.3%1d +5.7%7d SEDG-9.6% -0.2%1d -2.6%7d SKM-9.6% -2.6%1d -6.7%7d BCE-9.6% +0.7%1d +8.3%7d FSLR-9.7% -3.5%1d -2.9%7d TMUS-9.7% +1.3%1d +7.1%7d VZ-10.0% +0.9%1d +7.5%7d MDB-10.3% -7.9%1d -12.5%7d LITE-10.4% -5.2%1d -25.3%7d ANET-10.4% -4.6%1d -18.3%7d INTC-11.1% -5.8%1d -14.2%7d RUN-11.7% -4.5%1d -4.5%7d ENPH-13.9% -0.7%1d -6.7%7d SMCI-14.2% -9.9%1d -24.4%7d IONQ-15.1% -8.9%1d -21.6%7d BE-18.0% -6.3%1d -21.1%7d STX-18.4% -7.5%1d -18.4%7d COHR-19.7% -7.1%1d -25.5%7d RGTI-20.2% -6.6%1d -15.9%7d WDC-20.4% -6.9%1d -16.4%7d SOUN-20.4% -3.5%1d -12.4%7d BBAI-20.9% -7.3%1d -9.6%7d NBIS-21.0% -12.2%1d -25.1%7d OKLO-21.5% -6.8%1d -19.4%7d SKHY-21.9% -6.6%1d -19.3%7d QBTS-27.6% -8.1%1d -19.1%7d SMR-29.8% -5.2%1d -19.0%7d EOSE-53.8% -15.7%1d -27.8%7d

Decision history

1 scored call · newest first · projection

How to read this: Positive 30-day excess supports an enter call. For pass, avoid, sell, or exit calls, a positive number means the name kept rising after the call.

May 1 enter high Margin turn +21.5% complete

Desk commentary

Authored analysis and challenge notes tied to STX.

1

Next earnings STX reports in 10 days Oct 27

Last report Jul 28

Reported the quarter ending 2026-07-03: revenue $3.63B, net income $1.29B (SEC filing). Across the print the stock moved -6.4% (close before → first close after).

full note →

Against street estimates

How STX's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. EPS only.

8 most recent of 9 quarters · newest report Jul 28 · projection Oct 16

Result
Jul 28 5.095.71+12.1%Beat
Apr 28 3.514.10+16.8%Beat
Jan 27 2.843.11+9.6%Beat
Oct 28 '25 2.402.61+8.8%Beat
Jul 29 '25 2.442.59+6.0%Beat
Apr 29 '25 1.741.90+9.2%Beat
Jan 21 '25 1.882.03 GAAP ≠ +8.1%Beat
Oct 22 '24 1.461.58+8.6%Beat

Recent news

Headlines about STX from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled 1 day ago · Oct 16

“On or before” marks an article that arrived without a publish date — the date shown is when the desk pulled it, so the article is at least that old.

STX research tape

174 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

brief Money Has Left AI for Oil and Staples Since October 8; Friday It Took Software Too scan 2026-10-16 AI Scan scan Monster Scan — 2026-10-16 candidate MU — candidate.roundup scan Monster Scan — 2026-10-15
Types
Oct 16 Article Money Has Left AI for Oil and Staples Since October 8; Friday It Took Software Too
SPYQQQRSPSMHIGVCIBRXLEUSO +4 more
Oct 16 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Oct 16 Scan Monster Scan
005930.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T3037.TW +4 more
Oct 16 Update MU — candidate.roundup
MUSIMOSTXWDCSNDK
Oct 15 Scan Monster Scan
005930.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T3037.TW +4 more
Oct 14 Scan Monster Scan
005930.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T3037.TW +4 more
Oct 13 Scan Monster Scan
005930.KS009150.KS1888.HK2802.T4186.T5803.T6103.T6146.T +4 more
Oct 12 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 9 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Oct 9 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 9 Update MU — candidate.roundup
MUSIMOSTXWDCSNDK
Oct 8 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 7 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2049.TW2308.TW2383.TW2449.TW +4 more
Oct 6 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2049.TW2308.TW2383.TW2449.TW +4 more
Oct 5 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2049.TW2308.TW2383.TW2449.TW +4 more
Oct 2 tweet SemiAnalysis — ruthenium, a hard-drive input, went from about $560 an ounce in early 2025 to near $1,950 in September
STXWDC#nearline-storage
Oct 2 Market Brief Soft Jobs, Higher Yields, Chips Keep Running
ABSIADIARWBKRBRZEBWETMXLWOLF +4 more
Oct 2 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Oct 2 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 2 Update MU — candidate.roundup
MUSIMOSTXWDCSNDK
Oct 1 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Sep 30 Scan Monster Scan
AAAMIAAOIAAPLABCLABNBABSIACMR +4 more
Sep 29 Scan Monster Scan
AAAMIAAOIABCLABSIACMRADIADM +4 more
Sep 28 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 25 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Sep 25 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 25 Update MU — candidate.roundup
MUSIMOSTXWDCSNDK
Sep 24 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 23 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Sep 23 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 23 Update MU — candidate.roundup
MUSIMOSTXWDCSNDK
Sep 22 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 21 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 18 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Sep 18 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 18 Update MU — candidate.roundup
MUSIMOSTXWDCSNDK
Sep 17 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACHCACMR +4 more
Sep 16 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 15 Scan Monster Scan
AAOIAAPLABCLABNBABSIACMRADIADM +4 more
Sep 14 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 11 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Sep 11 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 11 Update MU — candidate.roundup
MUSIMOSTXWDC
Sep 10 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Sep 8 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Sep 7 Article Memory’s Next Test Is Customer Consumption
SNDKMUSTXWDC
Sep 6 Article Seagate: cloud storage and the density roadmap
STX#nearline-storage#memory-supercycle#ai-capex-digestion
Sep 4 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Sep 4 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Sep 4 Update MU — candidate.roundup
MUSIMOSTXWDC
Sep 3 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Sep 2 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Sep 1 Market Brief Neoclouds Break as One, Gold Breaks With Them
ACLSAIQAMLXARWATRCAUNGLNMM +4 more
Sep 1 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 31 Market Brief Memory Runs, Cyber Breaks Out, Oil Taxes the Tape
ASBLKBLMNBRZEBUGCALMBOXDT +4 more
Aug 31 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 28 Article The Layers That Feed AI Compute All Trade Below Their Averages. Compute Doesn't.
NVDAMUSTXMRVLAMKRCAMTMKSIACLS#ai-power-delivery#ai-power-bottleneck +4 more
Aug 28 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Aug 28 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 28 Update MU — candidate.roundup
MUSIMOSTXWDC
Aug 27 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 26 Article The AI Buildout Is Paying the Ecosystem, Not NVIDIA
NVDATELMUSNDKWDCSTXAPHETN#memory-supercycle#ai-power-delivery +4 more
Aug 26 Market Signal The AI Money Went Into the Ecosystem, Not Into Nvidia
NVDAMUSNDKWDCSTXSKHYCRWVNBIS#memory-supercycle#ai-power-delivery +4 more
Aug 26 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 25 Market Signal Credit Tell Slips Under Its Own Line — Divergence Signal
HYGTLTDHRNTLANBISSTXKRE
Aug 25 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 24 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 23 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 22 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Aug 22 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 22 Update MU — candidate.roundup
MUSIMOSTXWDC
Aug 21 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 20 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 18 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 14 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Aug 14 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 14 Update STX — candidate.roundup
MUSIMOSTXWDC
Aug 13 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 12 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 8 Article Memory Splits: the Shortage Story Is Intact, the Single Names Are Not
MUSNDKWDCSTXSIMO#memory-supercycle#nearline-storage
Aug 8 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Aug 8 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAALAAMIAAOIABBNY +4 more
Aug 8 Update WDC — candidate.roundup
MUSIMOSTXWDC
Jul 31 Article One Seller: Anatomy of the AI Whiplash
MUSNDKSKHYNBISCRWVEWYBESTX#memory-supercycle +1 more
Jul 31 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 31 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABSI +4 more
Jul 31 Update MU — candidate.roundup
MUSIMOSTXWDC
Jul 30 Market Brief The Block Clears: Citadel Buys the Book, Memory Rips
AAPLABBVABCLABTACHRACNMSFTMETA +4 more
Jul 28 Market Brief The Rotation Finds a Refuge
ABVXAEVAALMAMDASMLBEAMCCJNTLA +4 more
Jul 28 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 28 Catalyst STX earnings
STX
Jul 28 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABSI +4 more
Jul 28 Update MU — candidate.roundup
MUSIMOSTXWDC
Jul 27 Market Brief Verdict Week: Storage Prints, Then the Capex Reads
ABBNYAMZNARKGARWRAYABIPCCJCEG +4 more
Jul 26 Article Memory rebuilt for four sessions, gave it back on Friday, and walked into the only two days that matter
MUSTXWDCSNDKTERKLICAMKREWY#memory-supercycle#nearline-storage
Jul 25 Market Brief The War Bid Arrives, the Havens Don't
ALKEALLYEAMDARKWAROCARWMXLARM +4 more
Jul 25 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 25 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABSI +4 more
Jul 25 Update MU — candidate.roundup
MUSIMOSTXWDC
Jul 23 Market Brief The capex bill lands and the rotation stops hiding
ABNBADIAMGNAMVMFANDEAPOMXLARM +4 more
Jul 22 Market Brief The tape sells software and buys scarcity
ABNBADIAMGNAMVMFANDEAPONVDAARM +4 more
Jul 20 Market Brief The Bounce Meets the $90 Barrel
ABBNYAMBQAMDAMTARCBARKQGEEMETA +4 more
Jul 17 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 17 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Jul 17 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Jul 17 Update MU — candidate.roundup
MUSIMOSTXWDC
Jul 13 Investigation The memory selloff is an ASP repricing — and the $26.5B raise is the tell
SNDKMUSKHYSTXWDCSIMORMBSEWY#memory-supercycle
Jul 11 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 11 Scan Monster Scan
005930.KS298040.KS5991.T6324.T6779.TAAMIAAOIABCL +4 more
Jul 11 Update MU — candidate.roundup
MUSIMOSTXWDC
Jul 7 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 7 Scan Monster Scan
ABSIMXLIBIDFMVLLDFTXSNDKHY9H.FBB +4 more
Jul 7 Update MU — candidate.roundup
MUSIMOSTXWDC
Jul 5 Article The Memory Supercycle Is Broader — and More Dangerous — Than the Narrative Admits
MUSNDKSTXWDC#memory-supercycle
Jun 29 Deep Dive Stx Deep Dive
STX
Jun 29 Market Signal Memory Capex Glut Watch
MUSNDKSTXWDCSIMODRAMEWY
Jun 26 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jun 26 Scan Monster Scan
005930.KS6779.TAEHRAEISAIXA.DEALABALKSAMRX +4 more
Jun 26 Update MU — candidate.roundup
MUSNDKSTXWDCDRAM
Jun 25 Update MU — candidate.roundup
MUSNDKSTXWDCDRAM
Jun 25 Scan Monster Scan
005930.KS5991.T6779.TAAAALAAONAAUCABCL +4 more
Jun 25 Scan NVDA Ecosystem (Composite)
NVDAAMDARMAVGOMRVLTSMASMLAMAT +4 more
Jun 25 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jun 22 Article Daily Actions — R33 Full Scan (2026-06-18 anchor)
AMATKLACLRCXMUWDCSTXGEVBE +4 more
Jun 22 Update MU — candidate.roundup
MUSTXWDCHY9H.FDRAMSIMOEWY
Jun 20 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAONABSI +4 more
Jun 20 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jun 17 Investigation memory-tier bifurcation: NVIDIA halving a mid memory tier
MUSNDKSTXWDCDRAM#memory-supercycle
Jun 16 Scan Monster Scan
005930.KS6779.TAAOIAEHRAIXA.DEALABALRIB.PAAMKR +4 more
Jun 16 Update Memory & Storage Candidates
MUDRAMSTXWDCHY9H.F005930.KSEWYSIMO
Jun 16 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jun 3 Investigation Nearline HDD storage chokepoint — demand corroborated, supply chain mapped, durable vs bubble and coverage decision
STXWDCMUSNDKAMATLRCXKLACTER#memory-supercycle#ai-power-bottleneck +3 more
Jun 3 Investigation Following the money up Dell's supply chain — where the alpha moved and what's durable vs cyclical bubble
DELLMUSNDKSTXWDCAMDINTCNVDA#memory-supercycle#ai-power-bottleneck#ai-power-delivery +4 more
May 29 Scan Monster Scan
005930.KS6779.TAAAAOIACLSACLXAEHRAGX +4 more
May 29 Update Memory & Storage Candidates
MUDRAMSTXWDCHY9H.F
May 29 Source Dell upstream-suppliers map — memory then microprocessors then hard drives, supply-constrained not demand
DELLMUAMDSTXWDCSMCIHPEVRT#memory-supercycle#ai-power-bottleneck
May 29 Scan AI Scan
ADBEAIAIQAMDAMZNANETARMASML +4 more
May 29 Scan AI Infrastructure Scan
AIQAMDAMZNANETARMASMLAVGOBCE +4 more
May 23 Article Weird-ETF rotation read — MSTR-leverage breakdown, AI-stack narrowing, defensives flat
MSTRNVDATSLABTCMSTUMSTXMSTYNVDL#ai-power-bottleneck#optical-supercycle +4 more
May 8 Article Gulf Helium — Week in Review (May 4–8, 2026)
APDLINLNGFLNGTSMEWTEWYSTX#gulf-infrastructure-strike +2 more
May 1 Scan NVDA Ecosystem Scan
AMATAMDAMKRARMASMLAVGOBECEG +4 more
May 1 Scan AI Scan
ADBEAIAIQAMDAMZNANETARMASML +4 more
Apr 29 Article Disk drive duopoly darts higher after Seagate earnings
STXWDC
Apr 28 Catalyst STX earnings
STX
Apr 28 Article Seagate soars on strong quarterly numbers, guidance far above expectations
STX
Apr 28 Scan Monster Scan
AAOIADEAAEHRAEISAFRMAGXALMAMD +4 more
Apr 28 Scan AI Scan
ADBEAIQAMDAMZNANETARMASMLAVGO +4 more
Apr 26 Scan Monster Scan
AAAAOIAAUCACHCACLSACLXADEAAEHR +4 more
Apr 26 Update Memory & Storage Candidates
MUSTXWDC
Apr 15 Archive AI Power Bottleneck — Watts Per Rack as the Binding Constraint on AGI
APLDAVGOBEBITFBTDRBWCIFRCLSK#ai-power-bottleneck +4 more
Apr 10 Update Memory & Storage Candidates
MUSTXWDC
Apr 6 Archive Gulf Infrastructure Strike Scenario
APDEPDEWJEWSEWTEWYFCGFLNG#gulf-infrastructure-strike +4 more
Apr 6 Scan Escalation Scan
APDBOILCQPDALEPDEWSEWTEWY +4 more
Apr 3 Update Memory & Storage Candidates
MUSTXWDC
Mar 31 Scan Monster Scan
AAAAOIACLXADEAAEISAEMAGIAGX +4 more
Mar 31 Update Memory & Storage Candidates
MUSTXWDC
Mar 26 Scan Monster Scan
AAOIACLXADEAAEISAEMAGIAGXAHG +4 more
Mar 26 Update Memory & Storage Candidates
MUSTXWDC
Mar 24 Scan Monster Scan
AAOIAKAMASMLCOPDOCNDVNEXASFIX +4 more
Mar 24 Update Memory & Storage Candidates
MUSTXWDC
Mar 24 Scan AI Scan
ADBEAMDAMZNANETARMASMLAVGOBOTZ +4 more
Mar 20 Scan Monster Scan
AAAAOIAKAMANETANFAPHAVGOBE +4 more
Mar 20 Scan AI Scan
ADBEAMDAMZNANETARMASMLAVGOBBAI +4 more
Mar 13 Scan Monster Scan
AAAAOIAAUCACLXAEMAGAGIANET +4 more
Mar 12 Scan Monster Scan
AAAAOIAAUCACLXADEAAEISAEMAG +4 more
Mar 11 Scan Monster Scan
ASMLBECATDFENDOCNEXASFCXFIX +4 more
Mar 11 Scan AI Scan
ADBEAIQAMDAMZNANETARMASMLAVGO +4 more
Mar 10 Scan AI Scan
ADBEAIQAMDAMZNANETARMASMLAVGO +4 more
Feb 5 Update Memory/Semis
CRSRMUSTX
Feb 5 Scan AI Scan
ADBEAMDAMZNARMASMLAVGOCEGCRM +4 more
Feb 4 Scan AI Scan
ADBEAMDARMASMLAVGOBBAIBCEBE +4 more
Feb 4 Update AI Infrastructure
AMZNARMASMLMRVLMUNVDAPLTRSTX +3 more
Feb 2 Scan AI Universe (Expanded)
ADBEAMDAMZNANETARMASMLAVGOBBAI +4 more
Jun 2 '25 Source @zephyr_z9 — Long Video Generation → Memory Supercycle
MUSTXWDCSNDK#gulf-infrastructure-strike