Morning Brew ☕️

@morningbrew · Twitter · 2026-11-05 15:59 UTC

Call your local data center 🔴 Sandisk -22.2% 🔴 Nebius -19.7% 🔴 Astera Labs -19.5% 🔴 West. Digital -18.1% 🔴 Everpure -17.5% 🔴 Lumentum -17.3% 🔴 AMD -17.2% 🔴 Seagate -17.1% 🔴 Micron -16.8% 🔴 Ciena -16.6% 🔴 Coreweave -15.8% 🔴 Dell -13.1% 🔴 Broadcom -8.8% 🔴 Nvidia -8.6% 🔴 Intel -8.2%