What are you buying today?

[thowed]

10 hours ago, lnofeisone said:

I saw MU at 1200 and was thinking of shorting it but TSLA got me scarred and scared. 

 

Nice work @Gregmal - makes total sense.  I am with @lnofeisone sadly, just seen it too often (god, in Europe we had Wirecard as well, which killed some great managers)

[valueseek]

14 hours ago, sleepydragon said:

Bought more stx today 

any particular reason for STX over WDC or better tech. etc. Tks.

[sleepydragon]

1 hour ago, valueseek said:

any particular reason for STX over WDC or better tech. etc. Tks.

My first real job was a 9-month internship with Quantum, a disk drive manufacturer that had since bankrupted (i think the remaining pieces sold to WDC, but not sure). So i think i know a bit about disk drives. Even back then, 20’years ago, seagate is the leader in technology. I remembered no matter what we do, we cant beat seagate in term of “disk seeking speed” (which is how fast the disk head find a data on the disk and read it).

In terms of stx vs wdc, the thesis of HDD is they are not spending more money to expand factories. Instead, more capacity will come from per disk density. As stx sells more HAMR drives , price per drive also goes up. There are some YouTube video about how these hamr drive works. Very cool. And a lot of existing drives will get upgraded over time — more cash for stx without additional factories.  STX’s hamr technology is very unique and wdc cant do it. Wdc’s current method of increasing density per disk is just adding more disk platters. They are years behind.

 

as the AI being used by more individuals, people already start buying CPU stocks because more cpus will be needed per user. But i think storage will explode too. U need to store those context from everyone’s projects. And Flash memory is so expensive, HDD will be used more (solvable though software optimizations to use flash more efficiently and move more stuffs to HDD)

 

 

[giulio]

I bought Panthera Resources (PAT - LSE), <1% position, essentially a lottery ticket on the results of their litigation process against India.

$70M mkt cap, litigation claim is $1.6B but it will updated since gold price is ~25% higher now than when they filed initially.

From what I read, they should have a strong legal basis. They are backed and fully funded by LCM (litigation capital management) who are highly selective in the cases they agree to support and have a good track record.

Final hearing in Jan 2027, expected outcome announced by end of 2027.

Wish me luck!