open.substack.com
Where the Asymmetry Went
Memory rerated. Storage hasn't yet. The book did its work in between.
#$STX is an active hashtag on Bluesky. In the last 30 days, 9 people shared 15 posts with it โ around 1 a day. The busiest day was Aug 29 with 2 posts.
open.substack.com
Where the Asymmetry Went
Memory rerated. Storage hasn't yet. The book did its work in between.
aistockwire.com
AI storage stocks: SNDK, STX, WDC and the NAND squeeze
Sandisk (SNDK) posted an 84.6% gross margin, up from 26.2% a year earlier. How the AI storage tier splits between flash and hard drives, and what STX earned.
Markets On Close Into The Weekend #DOW -0.03% #NASDAQ -0.53% #SP500 -0.26% #Bitcoin 77.5K #WTI #crude #Oil 83.40/bbl #Diesel 4.3567 a gal #Gasoline 3.4899 a gal #Natgas 2.8880/MMBTU #Brent 89.31/bbl #Gold 4509 - 3.30% #Silver 66.44 -4.31% #Brickell #Housing #Office Market ๐
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