STX
Seagate Technology Holdings PLC (Ireland)
stock NASDAQ

Leverage unwind is painful.
Situational Awareness, $45 Billion blowout, just a Trailer
“Margin Call”, Rev 2, new movie after Trillion AI crash, wait to see next.
$WDC $SNDK $HUBS $DDOG $MU $AMD $STX $INTC $TSM $SKHY & many in $SMH $QQQ have extremely concentrated leverage

$NVDA $SNDK $WDC $STX $MU
Semi bubble bursts

Some of the holdings make no sense lol if Lumentum and STX are a meme stocks, sign me up for this ETF!

Why tf does STX pump and WDC dump? SNDK should be up 15%

Wtf did STX do to deserve this, their earnings were great

Which makes no sense because MU and STX pumped but yeah this shit is gonna dump

WDC drop is odd after STX had such great earnings. Get ready for the pump

Think STX was the only one to go up on earnings

If someone gave you $864 would you buy STX with it? Continuing to hold an existing share is the same decision as choosing to buy that share.

I own WDC & STX, but MU & SNDK are a bigger part of my portfolio.

I listed in share count because I know the dollar value fluctuates and it's easy to look up stock prices. They are listed in cash value order, with STX being the largest and AEG and SFGYY being the smallest (under $100 value for each). Since I posted last night STX (Seagate) has added another $500 to now be $11,113 of my $26,340. SCHG ($1,500), JNJ ($1,256), SONY ($1,249), and SPY ($860) are next in cash value.

I listed in share count because I know the dollar value fluctuates and it's easy to look up stock prices. They are listed in cash value order, with STX being the largest and AEG and SFGYY being the smallest (under $100 value for each). Since I posted last night STX (Seagate) has added another $500 to now be $11,113 of my $26,340. SCHG ($1,500), JNJ ($1,256), SONY ($1,249), and SPY ($860) are next in cash value
STX is the one I am struggling with the most because the value has increased the most (1,817% gain, bought in at $35-$45/share, currently $864/share) and is continuing up (for now). It has the most potential to help me 'catch up', but I am also leery of overvaluation and potential for AI bubble to burst. I feel unsure that I have enough 'time in the market' left to make up for my inability to buy index funds 20 years ago, So, was wondering about 'timing the market' just a little bit to be able to purchase larger amounts of index funds.

$SMH $MU $SKHY $SNdK $TSM $INtC $AMD $STX
How many Trillion AI-margin debt , when total margin debt 1.5 Trillion , last week wiped $45 Billion in a day, Situational Awareness.
Memory is cyclical, AI doesn’t mater
Ask any AI , why memory is cyclical?

STX selling hard glad I sold pre market

Which is why MU, SNDK, WDC, and STX at these levels were cheap. I jumped back into MU and SNDK. Can't go wrong with these through 2027. MU looks like it's target is now $1350 at the minimum and SNDK should hit $3,000 for that $200 eps expected in its FY 2027. We should get an update on that tomorrow.

SNDK. STX had their moment last week

STX or SNDK?

AAOI, WDC, STX

I'm trying to figure out which holding and when to sell in favor of additional low-cost index funds. In the early 2000s when ShareBuilder existed and I was making poverty level wages at a small non-profit, I started a Roth IRA with them because it allowed purchases of fractional shares. After several buy outs it is now ETrade with Morgan Stanley. What is the right time to sell off those holdings within my Roth to purchase more VTI and VXUS within my Roth?
I'm 48 and single, maxed out my Roth contributions for the year, have payroll deductions to my 403b set as high as I can afford right now, and have a HYSA with a 9-month emergency fund. I also have a taxable investment account with mix of VTI, VOO, EFA, and AEG. I wasn’t planning to touch that due to capital gains. I have no credit card debt or car loan. I have a lot of student loan debt, but I am mere months from applying for Public Service Student Loan Forgiveness! I hope to immediately shift that monthly payment into retirement investing. 
I spent two decades in low paying jobs, some with no retirement account let alone any kind of matching, and have some catching up to do for retirement funds. Does that justify continuing to hold some stocks that have done well? I'm not sure how to decide between cashing out of the risky but high preforming for slow and steady index funds versus hanging on a bit longer to make up for lost time. Any good insights on how I can make this decision?
Holdings (quantity): VTI (6.42), VXUS (74.343) is about 34% of value of Roth with STX (12.863), SCHG (43.39), JNJ (4.954), SONY (55.575), SPY (1.123), EFA (5.083), PAYC (3.08), AGG (1.257), AEG (8.346), SFGYY (11). Total gain since purchase ranges from +1,743% for Seagate to -5% for AGG; portfolio gain of +133.1% overall.