The hidden window most traders miss when the Fed cuts rates → Details inside
Sometimes what’s old becomes new again.
Take hard drives. Not the shiny modern SSDs (solid-state drives) that have been all the rage the last few years — I’m talking about the old-school spinning disks that click when you access them.
Why? Because AI and web storage are exploding. The sheer amount of data being created is overwhelming SSDs. They’re faster, sure, but they can’t keep up in terms of size and cost.
That’s why we’re seeing a surge of demand for large-capacity, old-school spinning hard drives.
And if you look at the charts for Seagate (STX) and Western Digital (WDC), you’ll see they’re already in rally mode.
The market’s picking up on the trend, and these names could keep doing well in the long run as AI data centers and cloud storage demand bigger, cheaper solutions.
Meanwhile, metals are still stealing the headlines.
Gold is at new all-time highs — no surprise given all the uncertainty around the Fed, inflation, and global politics.
But the bigger story is silver.
It’s been running alongside gold, and now the question is whether it can finally break $50. If it does, silver could set new all-time highs right along with gold.
That would be a massive psychological level for traders and a potential momentum shift for the whole metals market.
So here’s today’s snapshot:
- Old-school hard drives are back in demand, driving rallies in STX and WDC.
- Gold is holding strong at all-time highs.
- Silver’s chasing $50 — if it breaks, history gets made.
Stay sharp,
— Geof
