Wading back into $STX in increments. Aware it has climbed almost without a pause since mid-2025. Uptrend intact, data-center storage demand is real, strong stocks tend to stay strong. Sized with room, stop defined.
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Wading back into $STX in increments.
And yes — I’m well aware it’s climbed almost without a pause since mid-2025. I’m not here to call a top on a name. The uptrend is intact, data-center storage demand is real, and strong stocks tend to stay strong far longer than skeptics can stay patient.
Sized with room, stop defined, happy to be wrong cheaply.
Reasoning: Fundamentals · Medium term Specific
@ripster47 says the Ripster MTF Magnet setup is complete on $WDC and $STX, pointing to live trades at 
@TENETTRADEGROUP.
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$WDC $STX
Ripster MTF Magnet complete
Live trades at @TENETTRADEGROUP
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Reasoning: Technicals · Short term
@amitisinvesting asks whether CXMT memory-optimization headlines are a real threat to the $MU and $SNDK memory trade, or just another architecture that drives more token usage and makes up for pricing power with volume. He notes the fragile memory and semis trade reacts to such headlines almost weekly, as when Toshiba's HDD capacity increase took $STX and $WDC down 20% last week, and says the street will either see these names as undervalued vs growth or give up on them as cyclical.
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$MU $SNDK
Are the CXMT memory optimization headlines a real threat to the memory trade or is it just another architecture that will lead to more usage of tokens which will make up for pricing power in volumes?
The memory trade, like the semis in general, has been fragile enough for these headlines to affect them almost every week.
We saw this last week with the HDD manufacturing capacity increase by Toshiba that took $STX and $WDC down 20%.
At some point, the street either is going to believe these names are undervalued relative to their growth or they are going to give up on trying to be optimistic when a new headline around memory efficiency comes out every other week and reminds them about how traditionally cyclical the business is.
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Reasoning: Sentiment
Memory stocks looking icy. 🥶 $STX $WDC
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Reasoning: Technicals · Short term
A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. SpaceX $SPCX is reportedly seeking $40B in financing, led by Apollo, to fund a massive purchase of NVIDIA $NVDA AI chips, according to the Financial Times. The proposed financing includes roughly $10B in bank loans and $30B of investment-grade debt, with the transaction expected to close in 2027. Elon Musk said in August that SpaceX had “decided to build exclusively on NVIDIA,” specifically highlighting the company's Vera Rubin architecture as SpaceX accelerates investment in AI compute and data center infrastructure.
2. AMD $AMD CEO Lisa Su said AI compute demand continues to outpace supply and expects strong demand to persist for the next several years, with AMD planning to substantially increase supply in 2027. Su said AMD has already expanded supply this year but “could definitely use more,” thanking TSMC for bringing additional manufacturing capacity online while noting that memory remains broadly supply constrained. She added that AMD is working closely with memory suppliers and customers to ensure capacity ramps in sync while keeping its current business model unchanged. Su also described Taiwan as “very critical” to AMD, saying the company plans to increase its investment there while continuing to explore new packaging technologies.
3. Uber $UBER is acquiring ezCater for $2.3B in cash, expanding Uber Eats into the workplace catering market. ezCater has more than 140,000 restaurant partners
The original is long; open it to read in full
Reasoning: Catalyst · Short term
Price at post time (as recorded): $STX 805.63
ICYMI
T@traderTVLIVE with 
@tradertvneal and 
@tradertvshawn earlier
$CEG $XBI $NVDA $NKE $MRNA $NFLX $STX $NBIS
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Reasoning: Technicals · Short term Specific
Price at post time (as recorded): $STX 799.07
Fund flows or trade records mentioned in posts reflect only the account’s own claims, are marked “Per the post” and are unverified.
@alphatrends
@TrendSpider
@canuck2usa