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Data Storage & Memory Makers Off Their Highs
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Memory and storage names have sold off hard with the AI hardware complex, even though their earnings power is tied to data-center demand. Several trade at low forward multiples and are far below their 52-week highs. This basket targets the storage and memory layer rather than GPUs.
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Memory and storage names have sold off hard with the AI hardware complex, even though their earnings power is tied to data-center demand. Several trade at low forward multiples and are far below their 52-week highs. This basket targets the storage and memory layer rather than GPUs. Catalysts: - 2026-10-29 Microsoft beat, but AI hardware still sold off into Oct. 29, with Micron falling harder than Nvidia (https://www.facebook.com/alvin.chowyonghan/posts/dr-wealth-tldr-market-news-29-oct-20261-microsoft-beat-forecasts-after-wednesday/10163912640718661/) Launch basket (equal weight): STX, WDC, SKHY, MU, DELL, HPE Rules: 1. No inverse, leveraged or volatility ETFs. 2. Only names tradable at the enrolled brokers (Moomoo): no OTC listings, no dead tickers, nothing on the refused list.
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