Storage Stocks performance !! 💾 AI Needs More Than GPUs — The Storage Supercycle Is Becoming the Next Big Battleground The AI trade is no longer only about NVDA, GPUs and compute. Every model trained, every inference request, every AI agent and every autonomous system creates data — and that data has to be stored, retained and accessed. That puts Western Digital (WDC), Seagate (STX) and SanDisk (SNDK) directly into the AI infrastructure story. WDC & STX: Recent Fall — Warning or Opportunity? WDC and STX were hit hard after Toshiba disclosed plans to roughly double data-center HDD capacity by FY2027, triggering fears that the current HDD shortage could turn into excess supply and weaken pricing power. The pressure returned this week as reports emerged that Seagate and Toshiba are compet
👟 NIKE (NKE): Turnaround Opportunity or More Pain Ahead? Nike is approaching an important test with Q1 FY2027 earnings on October 1. The iconic sportswear giant is going through one of its most difficult resets in years. FY2026 showed some encouraging signs, but the recovery remains uneven. 📊 Where Nike stands • FY2026 revenue: around $46.4B • Wholesale business has started improving • North America showing signs of stabilization • Nike is rebuilding relationships with wholesale partners • New product innovation and sport-focused strategy remain central to CEO Elliott Hill's turnaround ⚠️ But major challenges remain • Greater China continues to be weak • Nike Direct and digital sales remain under pressure • Gross margins have been hurt by tariffs, discounting and product-mix pressures • Co