TSI4 MEMORY MOGULS

Sector: Technology

Industry: Computers, Phones and Household Electronics 

Company Overview

SanDisk Corporation is a developer, manufacturer and provider of data storage devices and solutions based on NAND flash technology and has consumer brands and franchises globally. The Company's solutions include a range of solid state drives (SSDs) embedded products, removable cards, universal serial bus (USB) drives, and wafers and components. Its broad portfolio of technology and products addresses multiple end markets of cloud, client and consumer. Its cloud end market is comprised primarily of products for public or private cloud environments and enterprise customers. The Company, through the client end market, provides numerous data solutions that it incorporates into its client’s devices, which consist of solid state drive desktop and notebook personal computers, gaming consoles and set top boxes, and flash-based embedded storage products. The Company serves the consumer end market with a portfolio of solid state drives and removable flash, including cards and USB flash drives.

Headquarters

951 Sandisk Drive
Milpitas, CA
95035

Invested 1/21/2026

@ 487.62

+UP 143.43%^^^^ in first portfolio. 

STX Company Overview   

Sector: Technology

Industry: Computers, Phones and Houshold Electronics

Seagate Technology Holdings plc provides mass-data storage infrastructure solution. The Company’s principal products are hard disk drives, commonly referred to as disk drives, hard drives (HDDs). In addition to HDDs, the Company produces a range of data storage products, including solid state drives (SSDs), solid state hybrid drives, storage subsystems, as well as a scalable edge-to-cloud mass data platform. Its HDD products are designed for mass capacity storage and legacy markets. Mass capacity storage involves use cases, such as hyperscale data centers and public clouds, as well as emerging use cases. The Company’s HDD and SSD product portfolio includes Serial Advanced Technology Attachment, Serial Attached SCSI and Non-Volatile Memory Express based designs to support a variety of mass capacity and legacy applications. Its systems portfolio includes storage subsystems for enterprises, cloud service providers, scale-out storage servers and original equipment manufacturers.

Headquarters

121 Woodlands Avenue 5
Dublin,
739009

Invested 1/20/2026

@ 332.34

1st portfolio

*UP 118.73% in 1st portfolio

cost basis $332.34 / share.

SECTOR: TECHNOLOGY

INDUSTRY: COMPUTERS, PHONES AND HOUSEHOLD ELECTRONICS

Company Overview

Western Digital Corporation is a developer, manufacturer and provider of data storage devices and solutions on hard disk drives (HDD) technologies. The Company manufactures, markets, and sells data storage devices and solutions through its sales personnel, dealers, distributors, retailers, and subsidiaries. Its portfolio of technology and products addresses end markets: Cloud, Client, and Consumer. Cloud is comprised primarily of products for public or private cloud environments and enterprise customers. Through the Client end market, the Company provides its original equipment manufacturer (OEM) and channel customers with a broad array of high-performance HDD solutions across desktops and notebooks. The Consumer end market offers a range of retail and other end-user products. Its product portfolio includes Internal HDD, Data Center Drives, Data Center Platforms, External Drives, Portable Drives, network-attached storage (NAS) for Home and Office, and Accessories.

Headquarters

5601 Great Oaks Parkway
San Jose, CA
95119

Quarterly Dividend
$0.15 

Yield

0.14%

Ex-Dividend Date
06/05/2026

Dividend Payable Date
06/17/2026

*UP 9.25% bought on Coinbase/ portfolio #4

on 4/22/2026.

Our cost basis is $403.94 per share.