| Window | Theses | Resolved | Wins | Win rate | Avg return | Median return |
|---|---|---|---|---|---|---|
| 1d | 0 | 0 | 0 | — | — | — |
| 3d | 4 | 3 | 3 | 100% | +3.4% | +2.9% |
| 1w | 4 | 3 | 3 | 100% | +9.1% | +9.9% |
| 1m | 4 | 3 | 3 | 100% | +46.7% | +48.9% |
| 3m | 4 | 3 | 3 | 100% | +27.0% | +27.3% |
| 6m | 0 | 0 | 0 | — | — | — |
| 1y | 0 | 0 | 0 | — | — | — |
Past performance does not predict future results. Informational only, not investment advice.
Samsung strike has mixed implications for Seagate: tight memory supply could boost HDD relative demand, but broader semiconductor slowdown and demand destruction risks offset supply gains.
Samsung strike-induced memory supply constraints will benefit Western Digital's storage products and NAND pricing environment. Supply squeeze provides near-term pricing support.
Samsung's production halt and potential supply shortage of memory chips will create tailwinds for SanDisk/Kioxia's NAND pricing and competitive positioning. Memory supply tightness supports SNDK pricing power.
Samsung's 18-day strike and fab warm-down will create a DRAM/NAND supply squeeze, benefiting Micron as the largest non-Korean memory producer. Supply disruption should support memory pricing and market share gains for MU.
End of results.