Watchlist / nearline-storage

watchlist

Watchlist / nearline-storage

current roster plus event stream

symbols 3 events 199 latest

High-capacity storage makers and upstream media and component suppliers serving hyperscale and AI data centers.

Showing 120 of 199 events.

Cumulative return since Sep 8 — both lines start at 0%, so the gap between them IS the out/under-performance. Hover for daily values.
1D7D30D3M1Y
cohort +0.8%-7.0%-13.2%-20.7%+242.5%
SPY +0.6%+1.2%+2.1%+3.1%+16.0%
Δ +0.2%-8.1%-15.3%-23.8%+226.5%

equal-weight · buy-and-hold from window start, no rebalancing · 3M+ windows are a current-roster backcast.

30D breadth 0/3 up

trend: 0 up · 1 flat · 2 down · avg RSI 40 · 50% above SMA200 · covered 3/3

contributors

DISK-3.5pp-10.4%
STX-3.9pp-11.6%
WDC-5.9pp-17.6%

Holdings

STX $783.00 -11.6% 30d coming into play WDC $397.28 -17.6% 30d coming into play DISK $36.03 -10.4% 30d too-young
DISK $36.03 +0.3% -10.4% -16.4% — 41 neutral -28.6%
STX $783.00 +1.1% -11.6% -14.0% +253.2% 40 coming into play -31.6%
WDC $397.28 +1.0% -17.6% -31.8% +231.9% 38 coming into play -50.3%

Feed generated 2026-10-09.