← Dashboard
avatar
David Smith
Nearly all nearline capacity is booked through 2027 with fixed pricing — $STX tradesat 737, up 680% from its low. Is this still a hardware cycle or a tollbooth infrastructure story?
Tweet image
2:58 PM · May 4, 2026
8
113
53
2.7K
345
Followers
2.7K
Views
7.8x
Ratio
View on X

Snapshot History (31)

Date
May 6 · 15:00 8 113 53 +75 2.7K
May 6 · 14:00 8 113 -1 53 +118 2.6K
May 6 · 12:00 8 +1 113 +1 54 +49 2.5K
May 6 · 11:00 8 +2 112 +1 53 +65 2.5K
May 6 · 09:00 8 110 52 +27 2.4K
May 6 · 08:00 8 110 52 +92 2.4K
May 6 · 05:00 8 110 52 +44 2.3K
May 6 · 04:00 8 110 52 +31 2.2K
May 6 · 03:00 8 110 52 +50 2.2K
May 6 · 02:00 8 110 52 +115 2.1K
May 5 · 23:00 8 110 52 +44 2.0K
May 5 · 22:00 8 110 52 +95 2.0K
May 5 · 21:00 8 +3 110 +2 52 +156 1.9K
May 5 · 18:00 8 107 50 +77 1.7K
May 5 · 17:00 8 +5 107 +1 50 +182 1.7K
May 5 · 14:00 8 +4 102 +2 49 +85 1.5K
May 5 · 13:00 8 +2 98 47 +84 1.4K
May 5 · 12:00 8 +2 96 47 +67 1.3K
May 5 · 11:00 8 94 47 +126 1.2K
May 5 · 08:00 8 94 47 +39 1.1K
May 5 · 07:00 8 94 47 +50 1.1K
May 5 · 06:00 8 94 47 +41 1.0K
May 5 · 05:00 8 94 47 +89 989
May 5 · 03:00 8 94 47 +45 900
May 5 · 02:00 8 94 47 +44 855
May 5 · 01:00 8 -1 94 47 +87 811
May 4 · 23:00 8 95 47 +68 724
May 4 · 22:00 8 +3 95 47 +74 656
May 4 · 21:00 +1 8 +14 92 +11 47 +144 582
May 4 · 19:00 7 +14 78 +14 36 +85 438
May 4 · 18:00 +7 7 +64 64 +22 22 +353 353
May 4 · 14:58 0 0 0 0