I mean SNDK, STX, WDC make sense to me - storage is booming. Probably gonna last for a couple quarters until production has ramped up sufficiently. INTC seems to be the odd one out, driven more by the story of moving chip production to the US than anything else. At least it doesn't seem to me like INTC is providing much value to the AI boom. Also Im a little salty I sold at 25ish a couple weeks before the INTC run started 😃

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MU STX SNDK

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So STX WDC MU MRVL AVGO SNDK will just never go down again huh

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Best bet is looking for past earnings and seeing how they performed STX this week went up like 20% also did that past earnings and the calls went up 5x

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STX calls 29k geez..

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STX - opened monday at 599, closed friday at 727 That's pretty close to free money

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I didn't like STX at 200, but can't stop buying at 700.

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Can someone please explain why WDC is down after a huge beat while STX is up bigly? So done with my picks

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I accidentally bought ITM STX and LLY calls yesterday

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SEX!!! Opps i mean STX!!!

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