Storage
Western Digital SSD lines and what they mean for the Sandisk spin-off
Western Digital SSD lines now belong to Sandisk. See which WD_BLACK and WD Blue drives moved, what WD kept in hard drives, and the revenue split per both 10-Ks.
Author
Ronald Decastro
Signals
Energy Fuels stock (UUUU): the uranium and rare earth mix
UUUU stock explained: how Energy Fuels' White Mesa Mill splits uranium and rare earth output, the named offtake partners, and what the Q2 2026 10-Q shows.
Signals
Richtech Robotics stock (RR): what the company builds
RR stock explained: what Richtech Robotics deploys, how revenue split between hardware and leases in its latest 10-Q, and which clients its filings name.
Storage
Sandisk stock (SNDK): the flash memory business explained
SNDK stock explained: Sandisk's NAND-only revenue by segment, the FY2026 turnaround numbers, Kioxia supply risk, and unnamed customer concentration facts.
Signals
Serve Robotics (SERV): Unit Economics of Sidewalk Delivery
Track serv stock through the numbers that matter: fleet deployment, Q2 revenue against cost of revenue, and partner concentration, all sourced from SEC filings.