Seagate surged after earnings. Who will lead the gains among the top four storage stocks during the May Day Golden Week?

$Seagate Tech(STX.US) reported quarterly earnings that far exceeded expectations last night (April 28), with its stock rising over 10% after hours, boosting the entire storage sector.

During the May Day Golden Week, the U.S. stock market doesn't close. Among the top four - Micron, SanDisk, Seagate, and Western Digital - who will take the baton and lead the gains? Guess the top gainer by May 9th and win 500 task coins!

$Micron Tech(MU.US): HBM high-bandwidth memory chips are already being supplied in bulk to NVIDIA's Blackwell. Wall Street institutions generally have target prices in the $100-$120 range. Amid the wave of AI data center expansion, Micron is the core stock in the storage track with the highest institutional coverage and the strongest AI narrative.

$Sandisk(SNDK.US): Scheduled for an independent spin-off and listing from Western Digital in 2025, focusing on enterprise-grade high-speed storage. It's the player with the shortest listing time and the most underexplored market pricing among the four. The explosive demand for enterprise-grade storage from AI data centers continues, giving it the greatest short-term elasticity.

$Seagate Tech(STX.US): Just delivered a better-than-expected quarterly report, raising next quarter's revenue guidance to $3.45 billion. Demand for high-capacity data center hard drives continues to strengthen. Post-earnings sentiment is the strongest, and it's the most boosted by major capital, making it the player with the clearest short-term catalyst among the four.

$Western Digital(WDC.US): After completing the SanDisk spin-off, it focuses on its core HDD business. Next quarter's revenue guidance is around $2.9 billion. Demand for high-capacity data center hard drives is stable, and its new HAMR technology is about to enter the certification stage with hyperscale customers. It's the player with the strongest defensive attributes among the four.

The storage sector is riding a strong tailwind. Who will have the last laugh during the May Day week? Uncle Qiao is waiting for your guesses!