We recently published Jim Cramer’s 12 Fresh Stocks & Quantum Computing Trading Strategy. Seagate Technology Holdings plc (NASDAQ:STX) is one of the stocks Jim Cramer recently discussed. Seagate Technology Holdings plc (NASDAQ:STX) makes and sells hard disks and other storage devices used in computers. Over the six months, its shares have gained 184% and made Cramer wonder whether the firm’s market and business model mean that its multiple is too high. Cramer believes that Seagate Technology Holdings plc ( ...

Core Viewpoint - The current earnings season highlights significant supply constraints across various industries, which is leading to better-than-expected earnings for companies like Intel and others in the tech sector [1][2]. Technology Sector - Intel reported earnings that exceeded expectations due to supply constraints, allowing the company to raise prices, which is advantageous in any industry [2]. - Companies such as SanDisk, Western Digital, and Sea are experiencing strong stock performance due to their pricing power amid supply constraints, which have historically hindered their profitability [3]. - Micron is also noted for its supply constraints, which have led to a reevaluation of demand expectations [5][6]. - AMD's stock rose 7.6% following discussions about its supply constraints and partnerships in quantum computing [4]. Aerospace Industry - Boeing is expected to report on supply constraints affecting all its aircraft, particularly the 737 models, due to regulatory challenges and past mishaps [7]. - Major suppliers to Boeing, including General Electric, RTX, and Honeywell, are benefiting from increased demand for aircraft and maintenance services [7]. Energy Sector - Genova is highlighted for its supply constraints in power equipment, particularly large turbines used in data centers, suggesting potential for growth [8]. - The high cost of these machines, which can reach up to $100 million, positions Genova favorably in the market [9]. Precious Metals - The supply of gold remains constrained despite high prices, with foreign supplies becoming increasingly difficult to access due to tougher terms from host countries [10][11]. - The overall trend indicates a persistent imbalance between demand and supply across multiple industries, which is favorable for stock performance [11].

Core Viewpoint - Microsoft released the KB5063878 update for Windows 11 24H2 in mid-August, aimed at fixing security issues and introducing new features. However, this update has been reported to cause severe issues with SSDs and HDDs, affecting not only Windows 11 users but also those on Windows 10 and 23H2 versions [1][2]. Summary by Sections Update Details - The KB5063878 update has an internal version number of 26100.4946 and was intended to address security vulnerabilities while adding new functionalities [1]. - Other related updates for Windows 10 include KB5063709, KB5063877, KB5063871, and KB5063889, while Windows 11 also received KB5063875 [3]. Issues Encountered - Users reported that after installing the KB5063878 update, SSDs became unrecognized by the system, leading to a "drive drop" situation, particularly when installing large games like Cyberpunk 2077 [3]. - Testing revealed that if over 50GB of data was written continuously and the SSD controller usage exceeded 60%, the drive would become unresponsive, and SMART information could not be read [4]. User Experiences - Even after a system reboot, the drives might temporarily reappear, but similar write operations would lead to repeated failures, posing a risk of file corruption [5]. - A user named @Necoru_cat conducted tests on various SSD brands and models, identifying specific SSDs that were most likely to encounter issues, including Corsair Force MP600 and KIOXIA EXCERIA PLUS G4 [6]. Fault Scenarios - Two failure scenarios were identified: - NG LV.1: Drive becomes inaccessible but can be restored after a reboot. - NG LV.2: Drive remains inaccessible even after reboot, leading to total drive failure [9]. Recommendations - Users are advised to uninstall the KB5063878 update if they plan to perform extensive data writing operations to avoid potential issues. The uninstallation process can be done through the Windows settings [9]. - It is recommended to follow the 3-2-1 backup rule for data safety, ensuring multiple copies and different storage mediums [10]. Update Background - Interestingly, the KB5063878 update was released to fix severe errors in previous versions, highlighting a recurring issue where Microsoft releases updates that inadvertently introduce new problems [10][11].