hey im sure no ones considering buying at a time like this, but what do you guys think of SNDK, STX, or WDC?

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STX — what do?

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STX, MU, and WDC holding up my port today 🫂 And a few random stonks too. Fake dump 🤏

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AI components doing well today: STX, WDC, MU Should tell you where the real bottlenecks are, rotation into value :) Also since these are 'cyclicals' and up as the narrative shifts to the 'AI bubble popping', it shows no one thinks AI capex spending is backing down.

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I sold STX at $245 lol

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Cls and stx went up big. I hit big with them last week

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How the hell has nobody noticed STX?

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Hey at least you didn’t scalp STX rebound like a paper handed girl! Got in right at the bottom on 250 calls for 95 an option and sold at 235! Felt like a nice gain on such a shitty day. Only to wake up later to see they ended the day at roughly 600 and went as high as 1100. Profits profit I guess. 🫨🫨🫨 at least I ended the Friday on a green note.

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