--- type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/40272137.md" description: "I've looked at Seagate's earnings report and conference call. Based on my comfortable data assessment, leaving other things aside, is there still an opportunity?Seagate: Expected to rise about 26% tonight. The most impressive thing about Seagate's earnings is actually Western Digital, making everyone more excited about Western Digital's earnings on the 30th (both are related to hard drives, different from the main businesses of SanDisk and Micron).Also, there's another stock BE. Its business is also explosive, with order revenue, guidance, and profits all coming together. Expected to rise about 20% tonight. Hope everyone has a good harvest tonight.Reiterating, the 30th is for Western Digital and SanDisk's earnings. During this period, just buy these two, ignore Micron.The above only represents personal views and does not constitute investment advice. Please treat it reasonably and control your positions appropriately.$Sandisk(SNDK.US)$Western Digital(WDC.US)$Micron Tech(MU.US)$Seagate Tech(STX.US)$Bloom Energy(BE.US)" datetime: "2026-04-29T00:06:46.000Z" locales: - [en](https://longbridge.com/en/topics/40272137.md) - [zh-CN](https://longbridge.com/zh-CN/topics/40272137.md) - [zh-HK](https://longbridge.com/zh-HK/topics/40272137.md) author: "[万山红](https://longbridge.com/en/profiles/15423153.md)" --- # I've looked at Seagate's earnings report and confe… ### Related Stocks - [SNDK.US](https://longbridge.com/en/quote/SNDK.US.md) - [WDC.US](https://longbridge.com/en/quote/WDC.US.md) - [MU.US](https://longbridge.com/en/quote/MU.US.md) - [STX.US](https://longbridge.com/en/quote/STX.US.md) - [BE.US](https://longbridge.com/en/quote/BE.US.md) ## Comments (25) - **sortmin · 2026-04-29T01:49:58.000Z**: Hesitating whether to clear out Micron today and switch to the two next door - **万山红** (2026-04-29T02:11:06.000Z): If it gaps up at the open, you can sell first, but I don't recommend immediately chasing SanDisk and Western Digital. Wait for a pullback, buy in batches when it drops, or directly set a market-on-clo - **sortmin** (2026-04-29T02:29:32.000Z): I'll hold off on Micron for now, planning to use cash to buy some Seagate in the night market and sell it when it rises during the day. I didn't add to my positions in SanDisk and Western Digital when - **万山红** (2026-04-29T02:57:59.000Z): That's right, if we want to average down, we should wait for a pullback or buy at today's closing price, anyway, the earnings report won't be out until the 51st. - **知轨道 · 2026-04-29T00:47:25.000Z**: Can I still buy it now? - **万山红** (2026-04-29T00:59:19.000Z): I bought it just now. - **知轨道** (2026-04-29T01:00:22.000Z): Buy! I've never lost money when I listened to you. - **万山红** (2026-04-29T01:18:53.000Z): The night market is unstable, buy in batches. - **总是忍不住满仓 · 2026-04-29T00:26:21.000Z · 👍 1**: Why ignore Micron? - **万山红** (2026-04-29T00:58:35.000Z): Because its gains won't be very large in the next few days, the earnings report has little to do with it. The other two might have gains of over ten percentage points if their reports are good, but it - **闪迪** (2026-04-29T03:34:33.000Z): Last month, we also guessed Micron this way. Do you think it won't work if it's too obvious? When everyone knows it will rise, it might not rise instead. - **万山红** (2026-04-29T04:21:12.000Z): Therefore, it's not advisable to go all-in with margin to gamble on earnings reports. Just use money you can afford to lose. It's best not to buy options, as it's hard to predict whether the earnings - **闪迪 · 2026-04-29T00:26:19.000Z · 👍 1**: Last time, I adjusted my portfolio before the earnings report, thinking Micron's report would be good and betting on a premium. I sold Western Digital and Seagate to buy Micron, and the result... So, the more obvious something is, will it go against the trend? - **万山红** (2026-04-29T00:59:13.000Z): You can go before Micron's earnings report, but now it's Western Digital and SanDisk's earnings reports that are coming up, Micron's June