A few days ago, I told a friend that hard drive stocks Western Digital and Seagate Technology, as well as the power stock BE, are impressive.

I've been wanting to swap a VRT option for BE, but I just didn't buy it because I really didn't dare to buy recklessly before the earnings report. It's either a big drop or a big surge. The problem is, normally, even if earnings exceed expectations, the probability of a big drop is much higher, like Micron.

Last month, to concentrate holdings, I sold Western Digital and Seagate Technology. Looking at this month's trend, I never expected traditional hard drives to be more impressive than Micron and SanDisk. Sigh.

$Bloom Energy(BE.US)

$Sandisk(SNDK.US)$Seagate Tech(STX.US)

$Western Digital(WDC.US)