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![SansyzbayevDair Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1443854087053774848.png) Dair Sansyzbayev [@SansyzbayevDair](/creator/twitter/SansyzbayevDair) on x XXX followers
Created: 2025-07-14 15:19:41 UTC

💾 HDDs Back in Play
 • Supply constraints = margin upside for:
 → Western Digital (NASDAQ:WDC)
 → Seagate (NASDAQ:STX)
 • $WD has PMR capacity edge short-term
 • $STX better positioned long-term via HAMR migration

🌏 Macro Sentiment: Asia’s Take
 • Asian fund managers surprised by US market strength
 • Concerns growing over:
 → Tariff escalations
 → Potential GPU export curbs into Malaysia & Thailand

#WDC #STX #HAMR #PMR #GPUs #Servers #Dell #Gigabyte #Seagate #AIChips #TechStocks #Tariffs #Malaysia #Thailand


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1944778835163234414/c:line.svg)

**Related Topics**
[stx](/topic/stx)
[malaysia](/topic/malaysia)
[gpu](/topic/gpu)
[tariffs](/topic/tariffs)
[Sentiment](/topic/sentiment)
[longterm](/topic/longterm)
[$stx](/topic/$stx)
[seagate](/topic/seagate)

[Post Link](https://x.com/SansyzbayevDair/status/1944778835163234414)