So tired of seeing these POS headlines over the past 4 months, ever since the $Micron Technology(MU)$ June earnings report. Every single one of these companies—$Seagate Technology PLC(STX)$ , $Western Digital(WDC)$ , $Micron Technology(MU)$ , $SanDisk Corp.(SNDK)$ , $Texas Instruments(TXN)$ —has repeatedly beaten earnings expectations with record after record revenues, raised forward guidance, and a supply-demand setup that just keeps expanding. Now sold out through 2030 with no slowdown in sight. Yet these headlines come out of nowhere claiming secret analyst expectations weren't met, "whisper numbers" and all that, as if that explains why they keep selling off. It feels like a coordinated trade move to manipulate the market. So tired of it.
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