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MU, WDC, STX, SNDK ripping
STX
Mainly focused on AI Data center buildouts and trying to own the shovels of AI Top 5 - CLS, VRT, LRCX, NVT, SANM Next 5 - NVDA, TEL, TSM, ANET, AVGO Speculative A - SNDK, WDC, LITE, STX, ETN Speculative B - CIEN, JBL, NBIS, APLD, SMCI, FN, COHR,
All data storage companies are doing well. Seagate (STX), SanDisk (SNDK), Western Digital (WDC). That said, I only have Micron. Another company that, without confirming, may also benefit from data center stuff is Corning (GLW) just on the basis that one of the things they do is make fiber optic …
STX, GOOGL
The whole sector is up. SNDK, WDC, STX
Maybe I'm stupid, but I don't understand why the consensus seems to be that META, Oracle, and Amazon issuing massive amounts of bonds to fund data center CAPEX is bearish for AI writ large. Won't that money be just be used to purchase more TSM and NVDA chips? It should …
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Total Off-Exchange Volume: 1.2 million
Values over 50% Short often indicate hidden bearish pressure from institutions.
🏆 Master Buzz Score: 5/15
Capitol Trades
| Date | Politician | Amount |
|---|---|---|
| Oct 28, 2025 | Kevin Hern | $32,500 |
| Oct 06, 2025 | Kevin Hern | $32,500 |
Insider Trades
| Date | Insider | Value |
|---|---|---|
| No recent trades found. | ||
Institutional Holdings (Whales)
| Institution | Shares | Value | % Held | Date |
|---|---|---|---|---|
| Vanguard Group Inc | 28,140,287 | $7.8 billion | 0.1318% | Sep 30, 2025 |
| JPMORGAN CHASE & CO | 27,865,592 | $7.7 billion | 0.1305% | Sep 30, 2025 |
| Sanders Capital, LLC | 17,541,266 | $4.9 billion | 0.0821% | Sep 30, 2025 |
| Blackrock Inc. | 14,397,544 | $4.0 billion | 0.0674% | Sep 30, 2025 |
| State Street Corporation | 9,276,278 | $2.6 billion | 0.0434% | Sep 30, 2025 |
| Franklin Resources, Inc. | 8,067,216 | $2.2 billion | 0.0378% | Sep 30, 2025 |
| Bank of America Corporation | 7,589,910 | $2.1 billion | 0.0355% | Sep 30, 2025 |
| Capital Research Global Investors | 6,189,644 | $1.7 billion | 0.0290% | Sep 30, 2025 |
| WCM Investment Management, LLC | 5,182,949 | $1.4 billion | 0.0243% | Sep 30, 2025 |
| Morgan Stanley | 5,059,365 | $1.4 billion | 0.0237% | Sep 30, 2025 |
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