@ripster47 says the Ripster MTF Magnet setup is complete on $WDC and $STX, pointing to live trades at 
@TENETTRADEGROUP.
See original
$WDC $STX
Ripster MTF Magnet complete
Live trades at @TENETTRADEGROUP
Reasoning: Technicals · Short term
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WDC
Western Digital CorporationEarnings 10/22Clear split
Stance mix of tracked accounts 4 accounts mentioned it · latest post counts
BullishNeutralNo stanceBearish
Bullish
1
Neutral
1
No stance
0
Bearish
2
| Accounts | Bull | Neu | Bear | None |
|---|---|---|---|---|
 @amitisinvestingViews › | 1 | 1 | 0 | 0 |
 @TrendSpiderViews › | 0 | 0 | 1 | 0 |
 @RedDogT3Views › | 0 | 0 | 2 | 0 |
| @ripster47Views › | 1 | 0 | 0 | 0 |
Consensus and splits Reasons (analyst tagged) and views from the past 14 days
Bull case
- 1Catalyst
- 1Technicals
- @ripster47: @ripster47 says the Ripster MTF Magnet setup is complete on $WDC and $STX, pointing to live trades at @TENETTRADEGROUP.
- @amitisinvesting: 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
Bear case
- 3Technicals
- @RedDogT3: @RedDogT3 urges caution this week: $SPY is near all-time highs but breadth is weak (the average momentum stock is down about 55% YTD and the average S&P 500 stock about 17%), semis and memory are breaking down ($MU below its 8- and 21-day, $SNDK below its 50-day, $WDC below its 200-day), $GS remains technically damaged, and $JPM sits near its 200-day around $325 ahead of earnings, PPI and CPI. He says $SPY stays constructive above $773 to $775 with a breakout possible above $779 and $781, and $QQQ's inverted head-and-shoulders holds above $743. He likes $META if $711 holds, with a move above $729 opening a retest of $779 and @RedDogT3 seeing $850+ by year-end if it clears $779 (he trades $METU, which needs to clear $30.74), and is watching $SPCX hold $160 for a breakout through $167 to $167.50 and $TSLA hold $379 for a breakout above $388.
- @RedDogT3: 📺 IS TODAY'S REBOUND A TRAP? MOMENTUM REMAINS FRAGILE + $SPY TESTS ITS 8-DAY & $QQQ FILLS ITS GAP + DON’T CHASE $SPCX + $MU, $SNDK & $WDC FLASH WARNING SIGNS
After yesterday's aggressive tech selloff, triggered by concerns surrounding OpenAI's revenue miss, stocks are bouncing back in today's premarket.
But this is not an environment to aggressively chase strength. The major indices are holding up relatively well, while many individual momentum stocks continue to suffer significant technical damage.
*
The recent pullback in $SPY looks relatively normal after an extended advance toward $781.
#SPY tested its 8-day moving average, shook out aggressive momentum traders, and held important support around $770.
Now trading near $776.72 in the premarket, it faces immediate resistance at yesterday's $777 high and the $779 area.
I doubt SPY can push decisively above that zone today. It could offer a tactical opportunity to reestablish some short exposure.
*
Similar story in $QQQ. After a strong multi-day rally that left the Nasdaq extended above its 8-day moving average, profit-taking was overdue.
Yesterday's selloff brought #QQQ back toward that average, filled the previously identified gap near $743, and tested an important neckline.
The action was sloppy, but the broader technical structure hasn't necessarily broken down. Still, a rebound doesn't automatically mean momentum has returned.
*
$SPCX continues to be one of the few names that is still demonstrates rel
- @TrendSpider: Memory stocks looking icy. 🥶 $STX $WDC
Clear split. Accounts are on both sides; see the two columns above for where they differ.
Current views Each account’s latest stance and reasoning; change is vs that account’s previous call
Ripster @ripster47Views ›
@ripster47Views ›Bullish First call
Technicals · Short term · @ripster47 says the Ripster MTF Magnet setup is complete on $WDC and $STX, pointing to live trades at @TENETTRADEGROUP.
@ripster47 says the Ripster MTF Magnet setup is complete on $WDC and $STX, pointing to live trades at @TENETTRADEGROUP.2026-10-14 00:38 HKT Original post ↗
Neutral weakened (was Bullish) 7d: weakened
Sentiment · @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.
@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.2026-10-13 02:14 HKT Original post ↗
Bearish First call
Technicals · @RedDogT3 urges caution this week: $SPY is near all-time highs but breadth is weak (the average momentum stock is down about 55% YTD and the average S&P 500 stock about 17%), semis and memory are breaking down ($MU below its 8- and 21-day, $SNDK below its 50-day, $WDC below its 200-day), $GS remains technically damaged, and $JPM sits near its 200-day around $325 ahead of earnings, PPI and CPI. He says $SPY stays constructive above $773 to $775 with a breakout possible above $779 and $781, and $QQQ's inverted head-and-shoulders holds above $743. He likes $META if $711 holds, with a move above $729 opening a retest of $779 and @RedDogT3 seeing $850+ by year-end if it clears $779 (he trades $METU, which needs to clear $30.74), and is watching $SPCX hold $160 for a breakout through $167 to $167.50 and $TSLA hold $379 for a breakout above $388.
@RedDogT3 urges caution this week: $SPY is near all-time highs but breadth is weak (the average momentum stock is down about 55% YTD and the average S&P 500 stock about 17%), semis and memory are breaking down ($MU below its 8- and 21-day, $SNDK below its 50-day, $WDC below its 200-day), $GS remains technically damaged, and $JPM sits near its 200-day around $325 ahead of earnings, PPI and CPI. He says $SPY stays constructive above $773 to $775 with a breakout possible above $779 and $781, and $QQQ's inverted head-and-shoulders holds above $743. He likes $META if $711 holds, with a move above $729 opening a retest of $779 and @RedDogT3 seeing $850+ by year-end if it clears $779 (he trades $METU, which needs to clear $30.74), and is watching $SPCX hold $160 for a breakout through $167 to $167.50 and $TSLA hold $379 for a breakout above $388.2026-10-12 21:18 HKT Original post ↗
TrendSpider @TrendSpiderViews ›
@TrendSpiderViews ›Bearish First call
Technicals · Short term · Memory stocks looking icy. 🥶 $STX $WDC
2026-10-09 21:10 HKT Original post ↗
Background How the narrative evolved over time, for context on current views
By week Last 4 weeks
- 10/10–10/16 · 3 posts · Bull 1 / Bear 1@amitisinvesting: @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. (Neutral)
- 10/3–10/9 · 3 posts · Bull 1 / Bear 2@RedDogT3: 📺 IS TODAY'S REBOUND A TRAP? MOMENTUM REMAINS FRAGILE + $SPY TESTS ITS 8-DAY & $QQQ FILLS ITS GAP + DON’T CHASE $SPCX + $MU, $SNDK & $WDC FLASH WARNING SIGNS
After yesterday's aggressive tech selloff, triggered by concerns surrounding OpenAI's revenue miss, stocks are bouncing back in today's premarket.
But this is not an environment to aggressively chase strength. The major indices are holding up relatively well, while many individual momentum stocks continue to suffer significant technical damage.
*
The recent pullback in $SPY looks relatively normal after an extended advance toward $781.
#SPY tested its 8-day moving average, shook out aggressive momentum traders, and held important support around $770.
Now trading near $776.72 in the premarket, it faces immediate resistance at yesterday's $777 high and the $779 area.
I doubt SPY can push decisively above that zone today. It could offer a tactical opportunity to reestablish some short exposure.
*
Similar story in $QQQ. After a strong multi-day rally that left the Nasdaq extended above its 8-day moving average, profit-taking was overdue.
Yesterday's selloff brought #QQQ back toward that average, filled the previously identified gap near $743, and tested an important neckline.
The action was sloppy, but the broader technical structure hasn't necessarily broken down. Still, a rebound doesn't automatically mean momentum has returned.
*
$SPCX continues to be one of the few names that is still demonstrates rel (Bearish)
- 9/26–10/2 · 0 posts · Bull 0 / Bear 0No discussion
- 9/19–9/25 · 0 posts · Bull 0 / Bear 0No discussion
Key views and how they evolved Newest first
@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.
See original
$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.
Reasoning: Sentiment
@RedDogT3 urges caution this week: $SPY is near all-time highs but breadth is weak (the average momentum stock is down about 55% YTD and the average S&P 500 stock about 17%), semis and memory are breaking down ($MU below its 8- and 21-day, $SNDK below its 50-day, $WDC below its 200-day), $GS remains technically damaged, and $JPM sits near its 200-day around $325 ahead of earnings, PPI and CPI. He says $SPY stays constructive above $773 to $775 with a breakout possible above $779 and $781, and $QQQ's inverted head-and-shoulders holds above $743. He likes $META if $711 holds, with a move above $729 opening a retest of $779 and @RedDogT3 seeing $850+ by year-end if it clears $779 (he trades $METU, which needs to clear $30.74), and is watching $SPCX hold $160 for a breakout through $167 to $167.50 and $TSLA hold $379 for a breakout above $388.
See original
📺 THE STOCK MARKET IS HIDING SOMETHING – BE CAUTIOUS THIS WEEK + BANK EARNINGS + SEMIS FLASH WARNING SIGNS + $META BULLISH REVERSAL SETUP + $SPCX & $TSLA UPDATES $SPY is hovering near all-time highs, but beneath the surface, the market is telling a very different story. The average momentum stock is down roughly 55% YTD, while the average S&P 500 constituent has declined approximately 17%. Market breadth remains weak, semiconductor leadership is deteriorating, and the divergence between the major indices and individual stocks is becoming increasingly difficult to ignore. Still, the market hasn't confirmed a breakdown. With $JPM and $GS earnings approaching alongside PPI and CPI inflation data, this could be a pivotal week. * Despite recent volatility, $SPY remains constructive as long as it holds the $773–$775 support zone, which aligns with Friday's low and the 8-day moving average. A move above $779 and $781 could open the door to another upside breakout. Losing support would raise concerns about a deeper correction. $QQQ has been sloppier than SPY, but its inverted head-and-shoulders formation remains valid above $743. Holding above $748 would support the bullish consolidation scenario. A break below $743 would suggest a failed breakout. * Bank earnings could set the tone this week. $JPM is approaching earnings near its 200-day moving average around $325. With expectations reduced following the selloff, better-than-feared results could spark a relief rally. $
Reasoning: Technicals Specific
📺 IS TODAY'S REBOUND A TRAP? MOMENTUM REMAINS FRAGILE + $SPY TESTS ITS 8-DAY & $QQQ FILLS ITS GAP + DON’T CHASE $SPCX + $MU, $SNDK & $WDC FLASH WARNING SIGNS After yesterday's aggressive tech selloff, triggered by concerns surrounding OpenAI's revenue miss, stocks are bouncing back in today's premarket. But this is not an environment to aggressively chase strength. The major indices are holding up relatively well, while many individual momentum stocks continue to suffer significant technical damage. * The recent pullback in $SPY looks relatively normal after an extended advance toward $781. #SPY tested its 8-day moving average, shook out aggressive momentum traders, and held important support around $770. Now trading near $776.72 in the premarket, it faces immediate resistance at yesterday's $777 high and the $779 area. I doubt SPY can push decisively above that zone today. It could offer a tactical opportunity to reestablish some short exposure. * Similar story in $QQQ. After a strong multi-day rally that left the Nasdaq extended above its 8-day moving average, profit-taking was overdue. Yesterday's selloff brought #QQQ back toward that average, filled the previously identified gap near $743, and tested an important neckline. The action was sloppy, but the broader technical structure hasn't necessarily broken down. Still, a rebound doesn't automatically mean momentum has returned. * $SPCX continues to be one of the few names that is still demonstrates rel
Reasoning: Technicals · Short term Specific
Memory stocks looking icy. 🥶 $STX $WDC
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): $WDC 411.04
Fund flows or trade records mentioned in posts reflect only the account’s own claims, are marked “Per the post” and are unverified.