Wall Street’s biggest edge isn’t technical… it’s informational. Now a former insider shows you how to tap it!
Old Drives, New Demand: AI Drives Huge Demand
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AI isn’t just chips. It’s also a mountain of data that has to live somewhere. But not everything needs fast storage — there is plenty of demand for cheap and massive hard drives.
On yesterday’s Profit Panel, Geof Smith pointed out that the “old-school” hard disk drive (HDD) is getting a second wind because it’s still the most cost-effective way to store huge amounts of AI data.
In his words, demand for big, traditional hard drives from Seagate (STX) and Western Digital (WDC) has picked up “big time” over the last quarter or two.
Why HDDs now? Think of it like a library. Modern solid-state drives (SSDs) are the front desk — fast, expensive, and limited in size.
HDDs are the stacks in the back — slower, but far cheaper per terabyte of storage, and perfect for “cold” or archived AI data. As models get bigger, the stacks have to keep growing.
But that doesn’t mean “buy anything with storage” at any price.
Chris Pulver reminded viewers that chasing leaders after big runs is usually a bad habit. He called out how far some names have already moved and argued for patience and price discipline rather than impulse buying at new highs.
Where does that leave those of us looking for a practical plan?
The panel walked through Seagate (STX) and why income-oriented, defined-risk option structures can make more sense than outright chasing.
Chris even sketched a ratio-style idea framed as a “get paid while you wait” approach rather than a fear-of-missing-out trade. The spirit: earn premium now and aim to own lower, not higher.
The AI storage curve is real and favors HDDs for bulk capacity. But smart traders will stay picky on entries and rely on daily closes — not midday pops. They’ll favor defined-risk option income or scaled share buys on pullbacks over hitting the market at highs. If price doesn’t confirm on the daily chart, keep cash ready and wait.
Bottom line: With the AI wave, suddenly old drives are experiencing massive new demand. But it’s not a ‘buy at any cost’ situation. Smart trade structures and entries will be key.
Click here to watch the on-demand replay!
To your prosperity,
The ProsperityPub Team
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Wall Street’s biggest edge isn’t technical… it’s informational.
It’s not the huge computers and data centers that give Wall Street its biggest advantage.
It’s the insider knowledge that traders like us have never had access to.
Now a former insider shows you how to tap it!
Quick hits from Friday’s show
- Market stretch check: Chris noted the S&P’s long run above its 50-day and how far price sits above it—his way of flagging that a cool-off wouldn’t be a shock, even if the up-drift continues.
- Why dips keep getting bought: He also pointed to heavy positive gamma helping keep the tape buoyant—morning pushes get follow-through, which explains some of the grind-up action we’ve seen.
- Non-US relative strength: The team compared year-to-date returns and highlighted Germany’s DAX, the FTSE, Brazil, India and China showing competitive or better performance than the S&P—context for anyone only watching U.S. large caps.
