STX Stacks Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
01:54
29 июл
29 июл
The author notes that price action for STX and BE needs confirmation during regular US trading.
The author notes that price action for STX and BE needs confirmation during regular US trading hours before any directional view can be established.
13:54
23 июл
23 июл
Stacks token is now available on Hyperliquid with 10x leverage and Tradeparagon as the deployer.
12:30
12 июн
12 июн
The author summarizes Verda's corporate announcements about NVIDIA Rubin deployment.
The author summarizes Verda's corporate announcements about NVIDIA Rubin deployment, HDD discontinuation, and Supermicro partnership as factual research notes without stating a personal position.
23:55
29 мая
29 мая
The author provides a detailed supply-chain analysis of Dell's upstream beneficiaries but does.
The author provides a detailed supply-chain analysis of Dell's upstream beneficiaries but does not state a personal position, so all tickers are watch.
03:27
29 мая
29 мая
Watch STX as HDD demand gets a lift from AI server buildout and supply constraints in storage.
Watch STX as HDD demand gets a lift from AI server buildout and supply constraints in storage components.
Сред.
15:32
26 мая
26 мая
The author highlights strong portfolio performance driven by the memory supercycle and Micron's.
The author highlights strong portfolio performance driven by the memory supercycle and Micron's market cap milestone.
16:02
19 мая
19 мая
The author mocks HDD manufacturers for colluding on capacity restraint while noting Samsung.
The author mocks HDD manufacturers for colluding on capacity restraint while noting Samsung and CXMT aggressively compete in flash, implying ongoing industry dynamics but no explicit trade call.
Выс.
13:52
19 мая
19 мая
Seagate's four-day losing streak is noted as its longest since the war began.
Seagate's four-day losing streak is noted as its longest since the war began, but no forward-looking view or trade call is expressed.
Выс.
19:47
18 мая
18 мая
The CEO explicitly said building new factories takes too long, implying a supply bottleneck that benefits existing capacity Market sold off on the news, but the author believes the reaction is inverted; a contrarian long could capture a mean reversion Short-term bounce play on a potentially overdone sell-off in STX driven by misunderstood supply dynamics Broader tech weakness, deeper macroeconomic headwinds, or specific company fundamentals not addressed in the post
Сред.
18:13
18 мая
18 мая
The tweet reports sharp percentage drops in SanDisk and Seagate stock prices without providing.
The tweet reports sharp percentage drops in SanDisk and Seagate stock prices without providing any forward-looking analysis or directional opinion from the author.
Выс.
14:23
12 мая
12 мая
Mark Minervini warns that the Nasdaq's gains are concentrated in a few stocks.
Mark Minervini warns that the Nasdaq's gains are concentrated in a few stocks, with many names showing parabolic moves that require caution despite the intact bull market.
Низ.
23:52
08 мая
08 мая
Undervalued memory stock.
Seagate is one of the memory stocks that are undervalued. They trade at incredibly low price-to-earnings ratios despite massive demand and supply constraints. It's not too late to buy.
Сред.
23:43
07 мая
07 мая
Long storage suppliers WDC/STX as AI inference workloads increase storage intensity.
Long storage suppliers WDC/STX as AI inference workloads increase storage intensity, with CoreWeave highlighting storage as an explicit constraint. | Timeframe: medium-term
Выс.
20:57
07 мая
07 мая
Long these HPC/neocloud plays as tightening GAI CDS signals improving credit conditions.
Long these HPC/neocloud plays as tightening GAI CDS signals improving credit conditions, reinforcing the infrastructure buildout thesis.
Выс.
20:40
07 мая
07 мая
Long these neocloud/HPC beneficiaries as tightening GAI CDS supports the trade.
Long these neocloud/HPC beneficiaries as tightening GAI CDS supports the trade, with CoreWeave's strong Q1 revenue beat reinforcing the theme.
Выс.
14:24
07 мая
07 мая
Long STX as a storage provider benefiting from increased HPC/neocloud demand.
Long STX as a storage provider benefiting from increased HPC/neocloud demand, supported by tightening GAI CDS improving the macro backdrop for AI-related hardware.
Выс.
23:56
04 мая
04 мая
Storage stocks benefit from AI data center shortages.
Storage stocks (SanDisk, Western Digital, Seagate) are galloping higher due to AI data center buildout creating a massive shortage of memory and storage. Earnings are skyrocketing, and the stocks still trade at low multiples relative to forward earnings. The shortage is not ending soon, so the run should continue.
Выс.
22:49
04 мая
04 мая
Long memory and storage stocks on positive signal from non-GPU server momentum.
Long memory and storage stocks on positive signal from non-GPU server momentum, benefiting from cloud and AI-adjacent infrastructure growth.
Выс.
17:57
04 мая
04 мая
Long memory/storage/semi stocks (MU, SK Hynix, Samsung, Seagate, WDC.
Long memory/storage/semi stocks (MU, SK Hynix, Samsung, Seagate, WDC, NVDA) as beneficiaries of the memory-fabric bottleneck in agentic AI inference, where GPU ROI depends on memory hierarchy and data movement.
Выс.
17:38
04 мая
04 мая
Long memory/storage/GPU plays as agentic AI makes memory hierarchy, storage bandwidth.
Long memory/storage/GPU plays as agentic AI makes memory hierarchy, storage bandwidth, and data movement first-order constraints on inference economics.
Выс.
12:12
04 мая
04 мая
Buy Western Digital and Seagate as memory shortage forces stocks to rally until they reach fair.
Buy Western Digital and Seagate as memory shortage forces stocks to rally until they reach fair value.
Выс.
21:13
01 мая
01 мая
The author lists several semiconductor tickers in a reply without expressing any.
The author lists several semiconductor tickers in a reply without expressing any forward-looking opinion or directional view on them.
Выс.
10:48
01 мая
01 мая
Arcuri argues the market undervalues HDD stocks like WDC and STX as permanent compounders.
Arcuri argues the market undervalues HDD stocks like WDC and STX as permanent compounders with 11% growth, contrasting them with memory stocks NVDA and MU seen as cyclical.
Выс.
22:48
30 апр
30 апр
Long STX as the primary beneficiary of sustained HDD pricing power and capacity scarcity.
Long STX as the primary beneficiary of sustained HDD pricing power and capacity scarcity confirmed by Western Digital's earnings, with upward estimate pressure near-term.
Выс.
03:34
30 апр
30 апр
Bearish view on STX and WDC as HDD faces structural displacement risk from QLC SSD.
Bearish view on STX and WDC as HDD faces structural displacement risk from QLC SSD normalization and the shift to TLC compute storage in AI data centers.
Выс.
02:25
30 апр
30 апр
Samsung's Q1 call reveals customers are already booking 2027 demand.
Samsung's Q1 call reveals customers are already booking 2027 demand, with the supply-demand gap expected to widen further, signaling sustained strength for memory and storage stocks.
23:45
29 апр
29 апр
Disc drive shortage drives stock higher.
Seagate's disc drives are in short supply because there aren't enough machines to expand production, and the company can't make its product fast enough, which is exactly what the market wants in a shortage-driven environment.
Выс.
15:46
29 апр
29 апр
Long STX/WDC as near-term HDD demand benefits from AI storage scarcity and elevated NAND.
Long STX/WDC as near-term HDD demand benefits from AI storage scarcity and elevated NAND pricing, supporting pricing and volume.
Выс.
12:42
29 апр
29 апр
Quoted reminder that Mipox holds a monopoly on platter polishing for STX and WDC.
Quoted reminder that Mipox holds a monopoly on platter polishing for STX and WDC, highlighting potential supply chain dependency.
Выс.
11:37
29 апр
29 апр
The tweet provides a comprehensive macro and market briefing highlighting a structural energy.
The tweet provides a comprehensive macro and market briefing highlighting a structural energy bid from the Hormuz blockade, stagflationary pressures in Europe, extreme AI momentum crowding, and hyperscaler earnings as the pivotal risk for crowded longs.
Выс.
Об аналитическом покрытии STX
Buzzberg отслеживает STX (Stacks) в 21 источниках. Бычьих сигналов: 24, медвежьих: 1, от 27 аналитиков. Сентимент преимущественно бычий (38%). Всего отслеживается 60 торговых идей. Последние спикеры: Labubu Trader, HyperliquidNews, TheValueist.