风无向🦅|7月 21, 2026 13:47
The strongest rebounds, aside from the three storage giants Mu, Sndk, and Skhy.
Stx and Wdc are very similar and highly elastic, but honestly, I don’t see anything scarce about mechanical hard drives. The technology is mature, so why are they going up?
After that, AMD, Intc, Mrvl, Lite, Nok, and Glw are all rebounding decently.
But for these stocks, it feels like fundamentals don’t matter anymore. Everything’s been analyzed to death, and what’s left is just sentiment. Might as well buy a balanced basket of them all.
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