Recent HDD head manufacturing announcements indicate that the industry will increase unit shipments in addition to overall storage capacity shipments by decade's end.
Meta Platforms stock looks like a "Buy" given strong ad growth, 41% margins, rising free cash flow, and capex peaking by 2026 ...
Micron and Sandisk have pulled back significantly after reaching 52-week highs last month.
Samsung begins PM1763 SSD mass production for Nvidia's Vera Rubin AI platform, achieving record Q2 profit of $58.4B despite 2 ...
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