SNDK vs STX· which do the legends prefer?

The scores are close (24 vs 24) — the legends show no clear collective lean; layer logic and valuation matter more here.

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SNDK
SanDisk · NAND flash
CCS24Weak
  • Stanley Druckenmiller · New+12

Top popularity gainer on the Goldman VIP list; new Druckenmiller stake.

Recently spun off — volatile, short history.

STX
Seagate · Data-center HDDs
CCS24Weak
  • Stanley Druckenmiller · New+12

AI cold-data storage demand spills into high-capacity HDDs.

Substitution risk (QLC NAND) and enterprise-spend swings.

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