---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40272200.md"
description: "A few days ago, I told a friend that hard drive stocks Western Digital and Seagate Technology, as well as the power stock BE, are impressive.I've been wanting to swap a VRT option for BE, but I just didn't buy it because I really didn't dare to buy recklessly before the earnings report. It's either a big drop or a big surge. The problem is, normally, even if earnings exceed expectations, the probability of a big drop is much higher, like Micron.Last month, to concentrate holdings, I sold Western Digital and Seagate Technology. Looking at this month's trend, I never expected traditional hard drives to be more impressive than Micron and SanDisk. Sigh.$Bloom Energy(BE.US)$Sandisk(SNDK.US)$Seagate Tech(STX.US)$Western Digital(WDC.US)"
datetime: "2026-04-29T00:12:24.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40272200.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40272200.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40272200.md)
author: "[双双2026](https://longbridge.com/en/profiles/17201815.md)"
---

# A few days ago, I told a friend that hard drive st…


### Related Stocks

- [WDC.US](https://longbridge.com/en/quote/WDC.US.md)
- [STX.US](https://longbridge.com/en/quote/STX.US.md)
- [VRT.US](https://longbridge.com/en/quote/VRT.US.md)
- [BE.US](https://longbridge.com/en/quote/BE.US.md)
- [SNDK.US](https://longbridge.com/en/quote/SNDK.US.md)

## Comments (12)

- **小蚂蚁搬家 · 2026-04-29T11:56:19.000Z**: Since Intel's earnings report had such an effect, it's highly likely that recent earnings reports exceeding expectations will all be pulled up by 20-30 points in one go.
- **自来也 · 2026-04-29T08:27:51.000Z · 👍 1**: Bro, tell me next time, your research is really thorough
  - **双双2026** (2026-04-29T11:41:24.000Z): Damn, the execution was a total mess
  - **双双2026** (2026-04-29T11:42:06.000Z): I understood it, but I didn't buy because I was afraid it would drop after the earnings report came out.
  - **双双2026** (2026-04-29T11:43:04.000Z): Another reason I haven't bought is that both BE and Seagate's options are expensive, and they keep rising every day, so I can't find a chance to buy.
- **闪迪 · 2026-04-29T00:29:33.000Z**: Haha, same as you. I sold Western Digital and Seagate and switched to Micron before its earnings report, and the hard drive stocks ended up rising fifty percent.
  - **双双2026** (2026-04-29T01:23:46.000Z): Sigh
- **四顾 · 2026-04-29T00:18:43.000Z**: Be cautious recently, yesterday's drop was quite significant.
- **呼噜噜壮仔 · 2026-04-29T00:15:28.000Z · 👍 2**: Another example is SK Hynix. The first day after the earnings report, it fell slightly, and then two days later, it skyrocketed. Just try to guess why🌚
  - **双双2026** (2026-04-29T03:45:41.000Z): It didn't surge; it did go up. I have a 2x long position on SK Hynix.
  - **呼噜噜壮仔** (2026-04-29T04:08:20.000Z): It rose from 42 to 49, almost touching 50, a gain of over ten points. I also have a 2x long position on SK Hynix.