STX
Seagate Technology Holdings PLC (Ireland)
stock NASDAQ

It was mostly AMD. I still hold it but I've been holding it for the last 5 years. ARCH doubled and then fell back down so I bought a small load and sold it.
You didn't miss much.
What I'm wondering is where the MU. SNDK, STX, and WDC predictors for last year go?
Micron MU, Western Digital WDC, and Seagate STX were about 65 back in April 2025 and now they're at 345, 200, and 304 respectively.
Sandisk SNDK was at 30 and is now 377.
We were out of chips, Memory got expensive, and whatever and AI just launched everything to the moon.

They can keep running through 2026 — the demand story is real — but storage/memory is still a cycle business, and buying after an “insane” run is where people get chopped up if the cycle narrative cools even a little.
Here’s the tech reality check in plain English, then what I’d watch if you’re thinking MU here.
What’s driving the run
AI buildouts are pulling hard on memory. High-bandwidth memory (HBM) and server DRAM are key bottlenecks in AI systems, and suppliers have been prioritizing server/HBM, which tightens supply elsewhere. 
Prices are rising fast. TrendForce has been flagging large contract-price increases for DRAM and NAND into early 2026 (big QoQ jumps), basically reflecting that supply is tight and buyers are locking in capacity. 
Micron is telling you supply is constrained. In its recent materials, Micron said it expects calendar-year 2026 DRAM and NAND bit shipments to be constrained by industry supply, with industry bit growth around ~20% and Micron aiming to grow shipments ~20%. 
That combo (AI demand + constrained supply + rising prices) is why the group has ripped.
The part people forget: how these cycles end
Memory stocks don’t usually peak because demand goes to zero. They peak because:
• supply additions start catching up (new capacity, better yields), or
• the market realizes the “tightness” is already fully priced in, or
• customers digest inventory / pause orders after pulling demand forward.
Even Reuters’ recent coverage calling it a “supercycle” still frames it as a cycle — just potentially a longer one (some analysts point as far as 2027). 
MU specifically — buying “here”
MU closed around $345 (Jan 10, 2026).
At this level, you’re not buying “the demand story.” You’re buying the market’s expectations of the demand story.
What I’d watch to judge whether it can keep running through 2026:
1. HBM supply commitments + pricing staying firm (if HBM stays effectively sold out / contracted, that supports margins and visibility). 
2. DRAM contract prices (if those TrendForce-style increases keep materializing, it supports the cycle). 
3. Capex ramp timing at Samsung / SK hynix / Micron (if capacity comes online faster than expected, the market will sniff it out early). 
A practical way to play it without pretending you can time the top
If you like MU but you’re worried you’re late:
• Scale in instead of all-in (starter buy + add on pullbacks)
• Use a “line in the sand” risk rule (if it breaks a key level / trend, you stop adding)
• Assume volatility: these names can drop hard even in bull cycles
Bottom line
Yes — the demand/supply setup can absolutely remain strong into 2026, and multiple credible sources are describing tight supply and rising prices. 
But buying after a vertical move means your risk is less “is demand real?” and more “how much perfection is already priced in?”
If you tell me which “storage chip” names you mean (MU vs WDC/STX vs SSD/controller names), I’ll map the demand drivers for each — because they don’t all benefit the same way from the AI memory squeeze.

It was mostly AMD. I still hold it but I've been holding it for the last 5 years. ARCH doubled and then fell back down so I bought a small load and sold it.
You didn't miss much.
What I'm wondering is where the MU. SNDK, STX, and WDC predictors for last year go?
Micron MU, Western Digital WDC, and Seagate STX were about 65 back in April 2025 and now they're at 345, 200, and 304 respectively.
Sandisk SNDK was at 30 and is now 377.
We were out of chips, Memory got expensive, and whatever and AI just launched everything to the moon.

They can keep running through 2026 — the demand story is real — but storage/memory is still a cycle business, and buying after an “insane” run is where people get chopped up if the cycle narrative cools even a little.
Here’s the tech reality check in plain English, then what I’d watch if you’re thinking MU here.
What’s driving the run
AI buildouts are pulling hard on memory. High-bandwidth memory (HBM) and server DRAM are key bottlenecks in AI systems, and suppliers have been prioritizing server/HBM, which tightens supply elsewhere. 
Prices are rising fast. TrendForce has been flagging large contract-price increases for DRAM and NAND into early 2026 (big QoQ jumps), basically reflecting that supply is tight and buyers are locking in capacity. 
Micron is telling you supply is constrained. In its recent materials, Micron said it expects calendar-year 2026 DRAM and NAND bit shipments to be constrained by industry supply, with industry bit growth around ~20% and Micron aiming to grow shipments ~20%. 
That combo (AI demand + constrained supply + rising prices) is why the group has ripped.
The part people forget: how these cycles end
Memory stocks don’t usually peak because demand goes to zero. They peak because:
• supply additions start catching up (new capacity, better yields), or
• the market realizes the “tightness” is already fully priced in, or
• customers digest inventory / pause orders after pulling demand forward.
Even Reuters’ recent coverage calling it a “supercycle” still frames it as a cycle — just potentially a longer one (some analysts point as far as 2027). 
MU specifically — buying “here”
MU closed around $345 (Jan 10, 2026).
At this level, you’re not buying “the demand story.” You’re buying the market’s expectations of the demand story.
What I’d watch to judge whether it can keep running through 2026:
1. HBM supply commitments + pricing staying firm (if HBM stays effectively sold out / contracted, that supports margins and visibility). 
2. DRAM contract prices (if those TrendForce-style increases keep materializing, it supports the cycle). 
3. Capex ramp timing at Samsung / SK hynix / Micron (if capacity comes online faster than expected, the market will sniff it out early). 
A practical way to play it without pretending you can time the top
If you like MU but you’re worried you’re late:
• Scale in instead of all-in (starter buy + add on pullbacks)
• Use a “line in the sand” risk rule (if it breaks a key level / trend, you stop adding)
• Assume volatility: these names can drop hard even in bull cycles
Bottom line
Yes — the demand/supply setup can absolutely remain strong into 2026, and multiple credible sources are describing tight supply and rising prices. 
But buying after a vertical move means your risk is less “is demand real?” and more “how much perfection is already priced in?”
If you tell me which “storage chip” names you mean (MU vs WDC/STX vs SSD/controller names), I’ll map the demand drivers for each — because they don’t all benefit the same way from the AI memory squeeze.

I let Gemini watch each 2026 stock recommendation video of these 16 youtubers - this is the result
|**#**|**Ticker**|**Company / Asset Name**|**2026 Mentions**|**Mentioned By**|
|:-|:-|:-|:-|:-|
|1|**AMD**|AMD|**4**|Stealth Wealth, Jerry Romine, Jeremy Lefebvre, Ticker Symbol: YOU|
|2|**NVDA**|Nvidia|**4**|Paul, Invest Diva, Jerry Romine, Ticker Symbol: YOU|
|3|**ADBE**|Adobe|**3**|Brian Stoffel, Paul, Parkev Tatevosian|
|4|**GOOGL**|Alphabet (Google)|**3**|Stealth Wealth, Invest Diva, Asymmetric Investing|
|5|**MELI**|Mercado Libre|**3**|Brian Stoffel, Patient Investor, Daniel Pronk|
|6|**AMZN**|Amazon|**2**|Stealth Wealth, Parkev Tatevosian|
|7|**DUOL**|Duolingo|**2**|Brian Stoffel, Asymmetric Investing|
|8|**FOUR**|Shift4 Payments|**2**|Couch Investor, Daniel Pronk|
|9|**LYFT**|Lyft|**2**|Asymmetric Investing, Chris Sain|
|10|**META**|Meta Platforms|**2**|Invest Diva, Parkev Tatevosian|
|11|**NFLX**|Netflix|**2**|Couch Investor, Patient Investor|
|12|**SOFI**|SoFi|**2**|Stealth Wealth, Chris Sain|
|13|**ACOMO**|Amsterdam Commodities|**1**|Sven Carlin|
|14|**APLD**|Applied Digital|**1**|Chris Sain|
|15|**ARKQ**|ARK Autonomous Tech ETF|**1**|BWB - Business With Brian|
|16|**ASTS**|AST SpaceMobile|**1**|Jerry Romine|
|17|**BIP**|Brookfield Infrastructure|**1**|Sven Carlin|
|18|**BN**|Brookfield Corp|**1**|Daniel Pronk|
|19|**CELH**|Celsius Holdings|**1**|Jeremy Lefebvre|
|20|**CNQ**|Canadian Natural Resources|**1**|Sven Carlin|
|21|**COIN**|Coinbase|**1**|Asymmetric Investing|
|22|**CP**|CP Rail|**1**|Daniel Pronk|
|23|**CRDO**|Credo Technology|**1**|Couch Investor|
|24|**CRM**|Salesforce|**1**|Paul|
|25|**CROX**|Crocs|**1**|Asymmetric Investing|
|26|**CRWV**|CoreWeave|**1**|Couch Investor|
|27|**ELF**|e.l.f. Beauty|**1**|Jeremy Lefebvre|
|28|**GRID**|First Trust Smart Grid ETF|**1**|BWB - Business With Brian|
|29|**GRMN**|Garmin|**1**|Asymmetric Investing|
|30|**HIMS**|Hims & Hers|**1**|Asymmetric Investing|
|31|**IREN**|Iris Energy|**1**|Couch Investor|
|32|**JOBY**|Joby Aviation|**1**|Asymmetric Investing|
|33|**LULU**|Lululemon|**1**|Parkev Tatevosian|
|34|**LUNR**|Intuitive Machines|**1**|Jerry Romine|
|35|**MCHP**|Microchip Technology|**1**|Chris Sain|
|36|**MG**|Magna International|**1**|Sven Carlin|
|37|**MPC**|Marathon Petroleum|**1**|Patient Investor|
|38|**MSTR**|MicroStrategy|**1**|Patient Investor|
|39|**NBIS**|Nebius Group|**1**|Couch Investor|
|40|**NKE**|Nike|**1**|Jeremy Lefebvre|
|41|**NXPI**|NXP Semiconductors|**1**|Chris Sain|
|42|**ONON**|On Holding|**1**|Asymmetric Investing|
|43|**OXY**|Occidental Petroleum|**1**|Patient Investor|
|44|**PINS**|Pinterest|**1**|Parkev Tatevosian|
|45|**PLTR**|Palantir|**1**|Paul|
|46|**PYPL**|PayPal|**1**|Jeremy Lefebvre|
|47|**QTUM**|Defiance Quantum ETF|**1**|BWB - Business With Brian|
|48|**SE**|Sea Limited|**1**|Brian Stoffel|
|49|**SMH**|VanEck Semiconductor ETF|**1**|BWB - Business With Brian|
|50|**SRAD**|Sports Radar|**1**|Couch Investor|
|51|**STX**|Seagate|**1**|Chris Sain|
|52|**SU**|Suncor Energy|**1**|Sven Carlin|
|53|**TMDX**|TransMedics|**1**|Brian Stoffel|
|54|**TSLA**|Tesla|**1**|Stealth Wealth|
|55|**TTD**|Trade Desk|**1**|Parkev Tatevosian|
|56|**UBER**|Uber|**1**|Couch Investor|
|57|**UNH**|UnitedHealth|**1**|Couch Investor|
|58|**URA**|Global X Uranium ETF|**1**|BWB - Business With Brian|
|59|**V**|Visa|**1**|Parkev Tatevosian|
|60|**WDC**|Western Digital|**1**|Chris Sain|
|61|**WULF**|TeraWulf|**1**|Chris Sain|
|62|**Z**|Zillow|**1**|Asymmetric Investing|
|63|**ZETA**|Zeta Global|**1**|Daniel Pronk|