Watchlist / nearline-storage

watchlist

Watchlist / nearline-storage

current roster plus event stream

symbols 3 events 213 latest

High-capacity storage makers and upstream media and component suppliers serving hyperscale and AI data centers.

Showing 120 of 213 events.

Cumulative return since Sep 21 — both lines start at 0%, so the gap between them IS the out/under-performance. Hover for daily values.
1D7D30D3M1Y
cohort -7.5%-5.5%-29.0%-30.6%+196.3%
SPY -1.2%-1.0%-1.2%+3.5%+14.4%
Δ -6.3%-4.5%-27.7%-34.1%+181.9%

equal-weight · buy-and-hold from window start, no rebalancing · 3M+ windows are a current-roster backcast.

30D breadth 0/3 up

trend: 0 up · 1 flat · 2 down · avg RSI 33 · 0% above SMA200 · covered 3/3

contributors

WDC-7.9pp-23.8%
STX-10.1pp-30.2%
DISK-11.0pp-32.9%

Holdings

STX $642.14 -30.2% 30d retreating WDC $354.19 -23.8% 30d retreating DISK $27.83 -32.9% 30d too-young
WDC $354.19 -6.4% -23.8% -36.6% +194.0% 38 retreating -55.7%
STX $642.14 -7.9% -30.2% -29.7% +198.6% 33 retreating -43.9%
DISK $27.83 -8.2% -32.9% -25.7% — 28 neutral -44.9%

Feed generated 2026-10-23.