Seagate will release its earnings report after the market closes today. The better-than-expected earnings, combined with the fact that Seagate is primarily held by institutions with typically low turnover, and the fact that it has already experienced a significant pullback during and before the market due to OpenAI-related negative news, means a huge surge is not expected. However, it's highly likely that the good earnings will bring the price back to yesterday's (Monday's) high, erasing today's losses. That's something we can reasonably look forward to. It shouldn't fall for two consecutive days, right? (•̀ᴗ•́)و̑̑

Don't just focus on computing power; the golden age of storage has arrived! Seagate has delivered—revenue surged 44% year-over-year, non-GAAP gross margin soared to a record high of 47%, free cash flow approached $1 billion, and Q4 guidance was significantly raised. The baton has been passed to Western Digital and SanDisk (after market close, April 30). Faced with the frenzied realization of gains in the storage chain, will you follow the trend based on gut feeling, or will you use a "scientific yardstick" to measure the best odds?[Giveaway Topic] The Great Battle of Storage Giants' Earnings ReportsHow to Participate:1️⃣ Share Your Trades: Share your real-time trading operations and your entry logic.2️⃣ Opinion Sharing: Choose one of the three storage companies and comment on its earnings report or AI transformation strategy.🏆Exclusive Prize Pool:"Storage Power Prophet": 3 lucky users will receive a Changqiao custom pillow."Storage Power Pioneer Award": 10 HKD stock voucher for high-quality content."Interactive Lucky Draw Award": 288 task coins will be randomly awarded to active users.Tip: Share your winnings and strategy analysis for double your chances of winning!Deadline: May 1st, 24:00. Longbridge reserves the right to interpret these terms.

Don't just focus on computing power; the golden age of storage has arrived! Seagate has delivered—revenue surged 44% year-over-year, non-GAAP gross margin soared to a record high of 47%, free cash flow approached $1 billion, and Q4 guidance was significantly raised. The baton has been passed to Western Digital and SanDisk (after market close, April 30). Faced with the frenzied realization of gains in the storage chain, will you follow the trend based on gut feeling, or will you use a "scientific yardstick" to measure the best odds?[Giveaway Topic] The Great Battle of Storage Giants' Earnings ReportsHow to Participate:1️⃣ Share Your Trades: Share your real-time trading operations and your entry logic.2️⃣ Opinion Sharing: Choose one of the three storage companies and comment on its earnings report or AI transformation strategy.🏆Exclusive Prize Pool:"Storage Power Prophet": 3 lucky users will receive a Changqiao custom pillow."Storage Power Pioneer Award": 10 HKD stock voucher for high-quality content."Interactive Lucky Draw Award": 288 task coins will be randomly awarded to active users.Tip: Share your winnings and strategy analysis for double your chances of winning!Deadline: May 1st, 24:00. Longbridge reserves the right to interpret these terms.

Storage giants are about to release their rankings: Who is the king of AI storage power?

The US stock AI infrastructure boom is entering deep waters, with storage giants Seagate Technology, Western Digital, and SanDisk set to release their Q3 2026 fiscal year earnings reports in succession this week. Against the backdrop of sold-out production capacity and orders scheduled until 2027, can the storage sector make a glamorous transformation from a 'cyclical stock' to the 'core of AI infrastructure'? Here's a sneak peek at the key points: • $Seagate Tech(STX.US) ： Surging demand from AI data centers. What's the progress on HAMR technology mass production? Wall Street collectively raises target prices...

Sandisk

Western Digital

Seagate Tech

📢【Live Stream Reservation】The Golden Age of Storage is Here: Will the Earnings Reports of the Big Three Ignite a New 'Storage Power' Rally?

OpenAI

Destiny Tech100

恐高是一种深入骨髓的穷人病，长期坚持做时间做价值的伙伴，Hold～