apparently the US-Iran interim peace deal hit over the weekend, formal docs supposedly coming later this week. oil dumped, yields softened, and money rotated straight into growth + tech.
what I cant figure out is why STORAGE specifically led. like I get the AI semi bid, ARM/AMD makes sense. but Western Digital and Micron leading the tape on a geopolitical headline? feels like there was already a setup brewing and the news was just the match.
honestly kinda annoyed I didnt have a starter in MU before this. been watching it for weeks.
anyone actually positioned for this? or did the whole sub get caught flat footed too. and is it too late to chase WDC here or do you wait for a pullback to fill the gap
