Meet Kevin on $STX (Nov 9, 2026)
The speaker likes Seagate more than memory names because he expects NAND flash shortages to outweigh memory's ramp-up; with Seagate and storage peers below their 200-day averages and "dirt low," he says a slice or basket is buyable.
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SanDisk and SKH Highix as well. Uh or even Seagate.
A basket of these seems reasonable. Like if I was a little kid with an Easter basket, I'd be like, "Yep, I'll pick up a little Seagate and Micron, SanDisk, SK Hanks."
I actually like Seagate and SanDisk a little bit more than memory because I feel like NAND flash is going to be in shortage more so than the ramp up we're seeing in memory.
You know, you've got this, you've got Seagate, SKH Highex, uh, SanDisk, and Micron. All of them, all of them are below their 200 day moving average. Below, below, below, below.
All of them. SKHX doesn't actually have a 200 day moving average yet, but all of them are dirt low right now. I I kind of think you could buy a slice. You can buy a basket of all of these.