$NTAP 0.49 Noisy

Notable posts

• @Venu_7_ bullish 129 eng

  Quite a few storage stocks are setting up nicely: $NTAP $STX $DELL $P $HPE $WDC Storage is becoming an increasingly important piece of AI infrastructure. The faster AI models become, the faster data needs to move. https://t.co/KvOIGluOxd

  view on X →
• @Venu_7_ bullish 77 eng

  IBM's earnings had one interesting takeaway: CEO Arvind Krishna: "In the last few weeks of June, we saw clients shift their quarterly CapEx spend toward servers, storage, and memory purchases to secure supply-constrained infrastructure ahead of expected price increases." He also said clients were distracted by "rapidly-evolving, industry-wide cybersecurity concerns," and that IBM "did not anticipate the magnitude of the CapEx reprioritization." That's a constructive read-through for AI infrastructure names like $P $NTAP $MU $STX $WDC $ANET $DELL. while cybersecurity continues to show impressive relative strength with $RBRK $CRWD $PANW $NET.

  view on X →
• @wallstengine neutral 27 eng

  $NTAP released StorageGRID 12.1 for AI object storage. NetApp says it delivers up to 12 TB/s throughput and up to 400% higher throughput vs. 12.0. It also adds a federated namespace scaling to 10 exabytes, batch operations and expanded security controls.

  view on X →
• @wallstengine neutral 24 eng

  $GIB and $NTAP expanded their global alliance, with NetApp Keystone set to power CGI’s block storage solutions inside its shared services platform. CGI will deliver services on behalf of NetApp, while both companies target enterprise data, storage, hybrid cloud, and AI infrastructure workloads. NetApp Keystone provides subscription-based block storage with performance, high availability, data management, threat detection, and recovery features.

  view on X →