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Tuesday, November 10, 2026

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On October 2, 2026, Seagate $STX and Western Digital $WDC each fell 10.2%, while Quantum $QMCO rose 8.2% to its $34.50 peak. $QMCO’s drop started the week before it fired its CFO on October 9, along with a selloff in hard drive stocks. Toshiba, which makes hard drives like $STX and $WDC, said on October 2 that its Philippine plant is “aiming to nearly double its annual production capacity” of data center hard drives by its fiscal year starting April 2027. More hard drive supply could (1) hurt $QMCO by easing the disk shortage that helped push customers toward tape, as I covered in my April 22 tape primer, and (2) help $QMCO by easing the constraints on “certain disk drives” that CEO Hugues Meyrath mentioned on the June-quarter call. From October 2 to October 9, $QMCO fell 11.8%, vs. 4.3-8.0% for SanDisk $SNDK, $STX, and $WDC. Then, from the October 9 close, before the firing was disclosed, to October 27, $QMCO fell another 33.4%, vs. 4.1-17.5% for the three storage stocks. So the storage selloff explains part of the drop from $34.50, but most of it came after the firing, which is specific to $QMCO.

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Insider activity October 2026

Asian insider buying reached $2.9 billion in October, the highest since 2018, with South Korea and Thailand leading.

BKRKY $23B
Asian Century Stocks 1 click

STRL: 80 new electricians a week

Sterling’s $4.1 billion backlog faces Texas permitting risk after a governor proposed a moratorium, while Connexion, Capital Asset Planning…

STRL $7.6B
Trade Ideas Flow 1 click

Roblox: Capture This Moment

Roblox’s Q3 FY26 DAUs fell year over year for the first time, while bookings declined 12% to $1.7 billion.

RBLX $35B
TSOH Investment Research 1 click

DoorDash and Google

DoorDash and Google.

DASH $79B
Stratechery by Ben Thompson – On the business, strategy, and impact of technology. 4 clicks
FND · long

FLOOR & DECOR HLDGS

Floor & Decor operates 281 warehouse-format stores selling hard-surface flooring and accessories nationwide.

FND $5B
Value Investors Club 1 click

Vicor Update, Part Four

Vicor’s Federal Circuit hearing put Foxconn’s disputed patent license under pressure, reinforcing its AI server royalty model and licensing…

VICR $6.8B
CV's Substack 3 clicks

Floor & Decor 3Q26: Business Update

Floor & Decor’s 3Q26 sales rose 3% while comparable sales fell 1.4%; it cut 2027 openings to 10-15 as high mortgage rates pressure…

FND $5B
Speedwell Memos 1 click

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