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10-04

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$

10-04

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$

10-04

Great article, would you like to share it?

@ARKQ Investment Tracker:ARKQ Investment Tracker position change: Decreased position in Palantir Technologies Inc. by 14,970 shares, the number of shares held decreased 3.03% compared to the previous period and now represents 5.1% of the total position.

10-04

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@Michael Esther:3 Big Watches: $AMD, $AAPL, $NVDA

10-04

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@Tiger_comments:HDD Stocks Plunge 10%: Are Seagate and WDC Losing Their Scarcity Premium?

10-04

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@Junhowl:$QQQ VERTICAL 260923 PUT 741.0/PUT 739.0$ US 10Y rise, Oil rise Above 100, should go for long put spread and close short position after secure the downtrend but not short put spread. Too optimistic on the market will be punish. Lesson learned. Should close short position only and it will be contra

10-06 04:11

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to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/614974623404144","repostId":"614769898999848","repostType":1,"repost":{"id":614769898999848,"gmtCreate":1791069213616,"gmtModify":1791069222555,"author":{"id":"4186738487868440","authorId":"4186738487868440","name":"ARKQ Investment Tracker","avatar":"https://static.tigerbbs.com/ce74338f4cf32f6c3b6817009d437a34","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4186738487868440","authorIdStr":"4186738487868440"},"themes":[],"htmlText":"ARKQ Investment Tracker position change: Decreased position in Palantir Technologies Inc. by 14,970 shares, the number of shares held decreased 3.03% compared to the previous period and now represents 5.1% of the total position.","listText":"ARKQ Investment Tracker position change: Decreased position in Palantir Technologies Inc. by 14,970 shares, the number of shares held decreased 3.03% compared to the previous period and now represents 5.1% of the total position.","text":"ARKQ Investment Tracker position change: Decreased position in Palantir Technologies Inc. by 14,970 shares, the number of shares held decreased 3.03% compared to the previous period and now represents 5.1% of the total position.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/614769898999848","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":614967154184696,"gmtCreate":1791119232769,"gmtModify":1791119476098,"author":{"id":"4251306419754232","authorId":"4251306419754232","name":"TeRose","avatar":"https://community-static.tradeup.com/news/370889058a8eb52e9f495317576b069e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4251306419754232","authorIdStr":"4251306419754232"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/614967154184696","repostId":"614269728846072","repostType":1,"repost":{"id":614269728846072,"gmtCreate":1790988925328,"gmtModify":1790992973288,"author":{"id":"10000000000010919","authorId":"10000000000010919","name":"Michael Esther","avatar":"https://community-static.tradeup.com/news/3c1d6c9d36c6dee17c15bf0517d8bec5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010919","authorIdStr":"10000000000010919"},"themes":[],"title":"3 Big Watches: $AMD, $AAPL, $NVDA","htmlText":"🔥 3 BIG WATCHES FOR THE NEXT MOVE I’m watching three very different setups: 1️⃣ <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> — Continuation Setup Double hammer candles on the daily chart. 🔨🔨 If the continuation confirms, I’m watching: 🎯 $635 → $640 Calls are the trade I’m watching here. $AMD closed at $633.91 on Oct. 2, putting those levels directly in focus. 2️⃣ <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> — Bottom Confirmation $AAPL had a big reversal yesterday. Now I’m watching for confirmation that the bottom is in. 🔑 $325 is the level. If price can hold/reclaim that area, I’m watching for the upside move. 📈 Calls are on my radar. $AAPL closed at $333.69 on Oct. 2, above that $325 level. 3️⃣ <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a>","listText":"🔥 3 BIG WATCHES FOR THE NEXT MOVE I’m watching three very different setups: 1️⃣ <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> — Continuation Setup Double hammer candles on the daily chart. 🔨🔨 If the continuation confirms, I’m watching: 🎯 $635 → $640 Calls are the trade I’m watching here. $AMD closed at $633.91 on Oct. 2, putting those levels directly in focus. 2️⃣ <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> — Bottom Confirmation $AAPL had a big reversal yesterday. Now I’m watching for confirmation that the bottom is in. 🔑 $325 is the level. If price can hold/reclaim that area, I’m watching for the upside move. 📈 Calls are on my radar. $AAPL closed at $333.69 on Oct. 2, above that $325 level. 3️⃣ <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a>","text":"🔥 3 BIG WATCHES FOR THE NEXT MOVE I’m watching three very different setups: 1️⃣ $Advanced Micro Devices(AMD)$ — Continuation Setup Double hammer candles on the daily chart. 🔨🔨 If the continuation confirms, I’m watching: 🎯 $635 → $640 Calls are the trade I’m watching here. $AMD closed at $633.91 on Oct. 2, putting those levels directly in focus. 2️⃣ $Apple(AAPL)$ — Bottom Confirmation $AAPL had a big reversal yesterday. Now I’m watching for confirmation that the bottom is in. 🔑 $325 is the level. If price can hold/reclaim that area, I’m watching for the upside move. 📈 Calls are on my radar. $AAPL closed at $333.69 on Oct. 2, above that $325 level. 3️⃣ $NVIDIA(NVDA)$","images":[{"img":"https://community-static.tradeup.com/news/d2e8e1824d855f23b5e534238821ffd6"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/614269728846072","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":614974341505368,"gmtCreate":1791119227794,"gmtModify":1791119476071,"author":{"id":"4251306419754232","authorId":"4251306419754232","name":"TeRose","avatar":"https://community-static.tradeup.com/news/370889058a8eb52e9f495317576b069e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4251306419754232","authorIdStr":"4251306419754232"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/614974341505368","repostId":"614703098732680","repostType":1,"repost":{"id":614703098732680,"gmtCreate":1791094717763,"gmtModify":1791094783798,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3501196737273098","authorIdStr":"3501196737273098"},"themes":[],"title":"HDD Stocks Plunge 10%: Are Seagate and WDC Losing Their Scarcity Premium?","htmlText":"HDD stocks took a sharp hit in the latest session. <a href=\"https://ttm.financial/S/STX\">$Seagate Technology(STX)$</a> and <a href=\"https://ttm.financial/S/WDC\">$Western Digital(WDC)$</a> both fell about 10.2%, even as the broader tech market held up much better. This was not a broad AI hardware selloff. The pressure was concentrated in HDD names, and the trigger came from Toshiba. Toshiba reportedly plans to invest around ¥60 billion to expand its Philippine operations and roughly double HDD capacity for AI data centers by fiscal 2027 compared with 2025 levels. The company is also targeting a much larger share of the global HDD market over time. That immediately raised a key concern for investors: if the industry’s No. 3 player starts adding meaningful capacity, how long can Seagate and W","listText":"HDD stocks took a sharp hit in the latest session. <a href=\"https://ttm.financial/S/STX\">$Seagate Technology(STX)$</a> and <a href=\"https://ttm.financial/S/WDC\">$Western Digital(WDC)$</a> both fell about 10.2%, even as the broader tech market held up much better. This was not a broad AI hardware selloff. The pressure was concentrated in HDD names, and the trigger came from Toshiba. Toshiba reportedly plans to invest around ¥60 billion to expand its Philippine operations and roughly double HDD capacity for AI data centers by fiscal 2027 compared with 2025 levels. The company is also targeting a much larger share of the global HDD market over time. That immediately raised a key concern for investors: if the industry’s No. 3 player starts adding meaningful capacity, how long can Seagate and W","text":"HDD stocks took a sharp hit in the latest session. $Seagate Technology(STX)$ and $Western Digital(WDC)$ both fell about 10.2%, even as the broader tech market held up much better. This was not a broad AI hardware selloff. The pressure was concentrated in HDD names, and the trigger came from Toshiba. Toshiba reportedly plans to invest around ¥60 billion to expand its Philippine operations and roughly double HDD capacity for AI data centers by fiscal 2027 compared with 2025 levels. The company is also targeting a much larger share of the global HDD market over time. That immediately raised a key concern for investors: if the industry’s No. 3 player starts adding meaningful capacity, how long can Seagate and W","images":[{"img":"https://community-static.tradeup.com/news/8b5bc86eef1b9e23a4a9c5c395344f1c"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/614703098732680","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":614967012373000,"gmtCreate":1791119222598,"gmtModify":1791119476184,"author":{"id":"4251306419754232","authorId":"4251306419754232","name":"TeRose","avatar":"https://community-static.tradeup.com/news/370889058a8eb52e9f495317576b069e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4251306419754232","authorIdStr":"4251306419754232"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/614967012373000","repostId":"610933517226672","repostType":1,"repost":{"id":610933517226672,"gmtCreate":1790173119633,"gmtModify":1791095842485,"author":{"id":"4252041225843922","authorId":"4252041225843922","name":"Junhowl","avatar":"https://community-static.tradeup.com/news/6baa1e4fea23668b0c45f22fd7178b1e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4252041225843922","authorIdStr":"4252041225843922"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/OPT/QQQ 20260923 739.0 PUT SELL 1 | QQQ 20260923 741.0 PUT BUY 1\">$QQQ VERTICAL 260923 PUT 741.0/PUT 739.0$</a>&nbsp; US 10Y rise, Oil rise Above 100, should go for long put spread and close short position after secure the downtrend but not short put spread. Too optimistic on the market will be punish. Lesson learned. Should close short position only and it will be contra&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/QQQ 20260923 739.0 PUT SELL 1 | QQQ 20260923 741.0 PUT BUY 1\">$QQQ VERTICAL 260923 PUT 741.0/PUT 739.0$</a>&nbsp; US 10Y rise, Oil rise Above 100, should go for long put spread and close short position after secure the downtrend but not short put spread. Too optimistic on the market will be punish. Lesson learned. Should close short position only and it will be contra&nbsp;","text":"$QQQ VERTICAL 260923 PUT 741.0/PUT 739.0$ US 10Y rise, Oil rise Above 100, should go for long put spread and close short position after secure the downtrend but not short put spread. Too optimistic on the market will be punish. Lesson learned. Should close short position only and it will be contra","images":[{"img":"https://community-static.tradeup.com/news/ae440c31dac6af62abe7fa70ad21001d","width":"1038","height":"1618"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/610933517226672","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":614975416426512,"gmtCreate":1791119388327,"gmtModify":1791119389585,"author":{"id":"4251306419754232","authorId":"4251306419754232","name":"TeRose","avatar":"https://community-static.tradeup.com/news/370889058a8eb52e9f495317576b069e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4251306419754232","authorIdStr":"4251306419754232"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SOXL\">$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/SOXL\">$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$</a>&nbsp;","text":"$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/614975416426512","isVote":1,"tweetType":1,"viewCount":329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":614976051101696,"gmtCreate":1791119380696,"gmtModify":1791119383461,"author":{"id":"4251306419754232","authorId":"4251306419754232","name":"TeRose","avatar":"https://community-static.tradeup.com/news/370889058a8eb52e9f495317576b069e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4251306419754232","authorIdStr":"4251306419754232"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SOXL\">$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/SOXL\">$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$</a>&nbsp;","text":"$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/614976051101696","isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":614974623404144,"gmtCreate":1791119287084,"gmtModify":1791119476273,"author":{"id":"4251306419754232","authorId":"4251306419754232","name":"TeRose","avatar":"https://community-static.tradeup.com/news/370889058a8eb52e9f495317576b069e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4251306419754232","authorIdStr":"4251306419754232"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/614974623404144","repostId":"614769898999848","repostType":1,"repost":{"id":614769898999848,"gmtCreate":1791069213616,"gmtModify":1791069222555,"author":{"id":"4186738487868440","authorId":"4186738487868440","name":"ARKQ Investment Tracker","avatar":"https://static.tigerbbs.com/ce74338f4cf32f6c3b6817009d437a34","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4186738487868440","authorIdStr":"4186738487868440"},"themes":[],"title":"","htmlText":"ARKQ Investment Tracker position change: Decreased position in Palantir Technologies Inc. by 14,970 shares, the number of shares held decreased 3.03% compared to the previous period and now represents 5.1% of the total position.","listText":"ARKQ Investment Tracker position change: Decreased position in Palantir Technologies Inc. by 14,970 shares, the number of shares held decreased 3.03% compared to the previous period and now represents 5.1% of the total position.","text":"ARKQ Investment Tracker position change: Decreased position in Palantir Technologies Inc. by 14,970 shares, the number of shares held decreased 3.03% compared to the previous period and now represents 5.1% of the total position.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/614769898999848","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":614967154184696,"gmtCreate":1791119232769,"gmtModify":1791119476098,"author":{"id":"4251306419754232","authorId":"4251306419754232","name":"TeRose","avatar":"https://community-static.tradeup.com/news/370889058a8eb52e9f495317576b069e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4251306419754232","authorIdStr":"4251306419754232"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/614967154184696","repostId":"614269728846072","repostType":1,"repost":{"id":614269728846072,"gmtCreate":1790988925328,"gmtModify":1790992973288,"author":{"id":"10000000000010919","authorId":"10000000000010919","name":"Michael Esther","avatar":"https://community-static.tradeup.com/news/3c1d6c9d36c6dee17c15bf0517d8bec5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010919","authorIdStr":"10000000000010919"},"themes":[],"title":"3 Big Watches: $AMD, $AAPL, $NVDA","htmlText":"🔥 3 BIG WATCHES FOR THE NEXT MOVE I’m watching three very different setups: 1️⃣ <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> — Continuation Setup Double hammer candles on the daily chart. 🔨🔨 If the continuation confirms, I’m watching: 🎯 $635 → $640 Calls are the trade I’m watching here. $AMD closed at $633.91 on Oct. 2, putting those levels directly in focus. 2️⃣ <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> — Bottom Confirmation $AAPL had a big reversal yesterday. Now I’m watching for confirmation that the bottom is in. 🔑 $325 is the level. If price can hold/reclaim that area, I’m watching for the upside move. 📈 Calls are on my radar. $AAPL closed at $333.69 on Oct. 2, above that $325 level. 3️⃣ <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a>","listText":"🔥 3 BIG WATCHES FOR THE NEXT MOVE I’m watching three very different setups: 1️⃣ <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> — Continuation Setup Double hammer candles on the daily chart. 🔨🔨 If the continuation confirms, I’m watching: 🎯 $635 → $640 Calls are the trade I’m watching here. $AMD closed at $633.91 on Oct. 2, putting those levels directly in focus. 2️⃣ <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> — Bottom Confirmation $AAPL had a big reversal yesterday. Now I’m watching for confirmation that the bottom is in. 🔑 $325 is the level. If price can hold/reclaim that area, I’m watching for the upside move. 📈 Calls are on my radar. $AAPL closed at $333.69 on Oct. 2, above that $325 level. 3️⃣ <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a>","text":"🔥 3 BIG WATCHES FOR THE NEXT MOVE I’m watching three very different setups: 1️⃣ $Advanced Micro Devices(AMD)$ — Continuation Setup Double hammer candles on the daily chart. 🔨🔨 If the continuation confirms, I’m watching: 🎯 $635 → $640 Calls are the trade I’m watching here. $AMD closed at $633.91 on Oct. 2, putting those levels directly in focus. 2️⃣ $Apple(AAPL)$ — Bottom Confirmation $AAPL had a big reversal yesterday. Now I’m watching for confirmation that the bottom is in. 🔑 $325 is the level. If price can hold/reclaim that area, I’m watching for the upside move. 📈 Calls are on my radar. $AAPL closed at $333.69 on Oct. 2, above that $325 level. 3️⃣ $NVIDIA(NVDA)$","images":[{"img":"https://community-static.tradeup.com/news/d2e8e1824d855f23b5e534238821ffd6"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/614269728846072","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":614974341505368,"gmtCreate":1791119227794,"gmtModify":1791119476071,"author":{"id":"4251306419754232","authorId":"4251306419754232","name":"TeRose","avatar":"https://community-static.tradeup.com/news/370889058a8eb52e9f495317576b069e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4251306419754232","authorIdStr":"4251306419754232"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/614974341505368","repostId":"614703098732680","repostType":1,"repost":{"id":614703098732680,"gmtCreate":1791094717763,"gmtModify":1791094783798,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3501196737273098","authorIdStr":"3501196737273098"},"themes":[],"title":"HDD Stocks Plunge 10%: Are Seagate and WDC Losing Their Scarcity Premium?","htmlText":"HDD stocks took a sharp hit in the latest session. <a href=\"https://ttm.financial/S/STX\">$Seagate Technology(STX)$</a> and <a href=\"https://ttm.financial/S/WDC\">$Western Digital(WDC)$</a> both fell about 10.2%, even as the broader tech market held up much better. This was not a broad AI hardware selloff. The pressure was concentrated in HDD names, and the trigger came from Toshiba. Toshiba reportedly plans to invest around ¥60 billion to expand its Philippine operations and roughly double HDD capacity for AI data centers by fiscal 2027 compared with 2025 levels. The company is also targeting a much larger share of the global HDD market over time. That immediately raised a key concern for investors: if the industry’s No. 3 player starts adding meaningful capacity, how long can Seagate and W","listText":"HDD stocks took a sharp hit in the latest session. <a href=\"https://ttm.financial/S/STX\">$Seagate Technology(STX)$</a> and <a href=\"https://ttm.financial/S/WDC\">$Western Digital(WDC)$</a> both fell about 10.2%, even as the broader tech market held up much better. This was not a broad AI hardware selloff. The pressure was concentrated in HDD names, and the trigger came from Toshiba. Toshiba reportedly plans to invest around ¥60 billion to expand its Philippine operations and roughly double HDD capacity for AI data centers by fiscal 2027 compared with 2025 levels. The company is also targeting a much larger share of the global HDD market over time. That immediately raised a key concern for investors: if the industry’s No. 3 player starts adding meaningful capacity, how long can Seagate and W","text":"HDD stocks took a sharp hit in the latest session. $Seagate Technology(STX)$ and $Western Digital(WDC)$ both fell about 10.2%, even as the broader tech market held up much better. This was not a broad AI hardware selloff. The pressure was concentrated in HDD names, and the trigger came from Toshiba. Toshiba reportedly plans to invest around ¥60 billion to expand its Philippine operations and roughly double HDD capacity for AI data centers by fiscal 2027 compared with 2025 levels. The company is also targeting a much larger share of the global HDD market over time. That immediately raised a key concern for investors: if the industry’s No. 3 player starts adding meaningful capacity, how long can Seagate and W","images":[{"img":"https://community-static.tradeup.com/news/8b5bc86eef1b9e23a4a9c5c395344f1c"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/614703098732680","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":614967012373000,"gmtCreate":1791119222598,"gmtModify":1791119476184,"author":{"id":"4251306419754232","authorId":"4251306419754232","name":"TeRose","avatar":"https://community-static.tradeup.com/news/370889058a8eb52e9f495317576b069e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4251306419754232","authorIdStr":"4251306419754232"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/614967012373000","repostId":"610933517226672","repostType":1,"repost":{"id":610933517226672,"gmtCreate":1790173119633,"gmtModify":1791095842485,"author":{"id":"4252041225843922","authorId":"4252041225843922","name":"Junhowl","avatar":"https://community-static.tradeup.com/news/6baa1e4fea23668b0c45f22fd7178b1e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4252041225843922","authorIdStr":"4252041225843922"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/OPT/QQQ 20260923 739.0 PUT SELL 1 | QQQ 20260923 741.0 PUT BUY 1\">$QQQ VERTICAL 260923 PUT 741.0/PUT 739.0$</a>&nbsp; US 10Y rise, Oil rise Above 100, should go for long put spread and close short position after secure the downtrend but not short put spread. Too optimistic on the market will be punish. Lesson learned. Should close short position only and it will be contra&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/QQQ 20260923 739.0 PUT SELL 1 | QQQ 20260923 741.0 PUT BUY 1\">$QQQ VERTICAL 260923 PUT 741.0/PUT 739.0$</a>&nbsp; US 10Y rise, Oil rise Above 100, should go for long put spread and close short position after secure the downtrend but not short put spread. Too optimistic on the market will be punish. Lesson learned. Should close short position only and it will be contra&nbsp;","text":"$QQQ VERTICAL 260923 PUT 741.0/PUT 739.0$ US 10Y rise, Oil rise Above 100, should go for long put spread and close short position after secure the downtrend but not short put spread. Too optimistic on the market will be punish. Lesson learned. Should close short position only and it will be contra","images":[{"img":"https://community-static.tradeup.com/news/ae440c31dac6af62abe7fa70ad21001d","width":"1038","height":"1618"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/610933517226672","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":615425412108784,"gmtCreate":1791231105628,"gmtModify":1791231108439,"author":{"id":"4251306419754232","authorId":"4251306419754232","name":"TeRose","avatar":"https://community-static.tradeup.com/news/370889058a8eb52e9f495317576b069e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4251306419754232","authorIdStr":"4251306419754232"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a>&nbsp;","text":"$NVIDIA(NVDA)$","images":[{"img":"https://community-static.tradeup.com/news/3ab292b26ae4934f31ee93bb182253d8","width":"960","height":"1563"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/615425412108784","isVote":1,"tweetType":1,"viewCount":39,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}