{"version":"https://jsonfeed.org/version/1","title":"Tech Contrarians","home_page_url":"https://techcontrarians.com","description":"Tech Contrarians","author":{"name":"Tech Contrarians"},"items":[{"id":"https://techcontrarians.com/news/f/marvell-mrvl-investor-day-well-take-fy28-not-fy31","html_content":"<img src=\"https://img1.wsimg.com/isteam/ip/34be5b80-7f76-462a-9b21-f8fb894c30d6/mrvl-fy28-raises-tc-logo.png\"/><p>Marvell raised next year's outlook again and laid out a five-year plan. We think the FY28 guide is achievable and may even be raised again. That said, we're less convinced by the FY31 numbers, as we think it's too early ...</p>","url":"https://techcontrarians.com/news/f/marvell-mrvl-investor-day-well-take-fy28-not-fy31","title":"Marvell (MRVL) Investor Day: We'll Take FY28, Not FY31","summary":"Marvell raised next year's outlook again and laid out a five-year plan. We think the FY28 guide is achievable and may even be raised again. That said, we're less convinced by the FY31 numbers, as we think it's too early ...","date_modified":"2026-10-08T15:42:05Z"},{"id":"https://techcontrarians.com/news/f/toshiba-broke-the-hdd-supply-discipline","html_content":"<img src=\"https://img1.wsimg.com/isteam/ip/34be5b80-7f76-462a-9b21-f8fb894c30d6/hdd-margins-chart-tc-logo.png\"/><p>Seagate and Western Digital built their margins on one promise: don't add drive capacity. Toshiba just broke it, and that changes how long HDD pricing can keep rising.</p>","url":"https://techcontrarians.com/news/f/toshiba-broke-the-hdd-supply-discipline","title":"Toshiba Broke the HDD Supply Discipline","summary":"Seagate and Western Digital built their margins on one promise: don't add drive capacity. Toshiba just broke it, and that changes how long HDD pricing can keep rising.","date_modified":"2026-10-06T08:44:58Z"},{"id":"https://techcontrarians.com/news/f/micron-q3-vs-q4-what-changed","html_content":"<img src=\"https://img1.wsimg.com/isteam/ip/34be5b80-7f76-462a-9b21-f8fb894c30d6/micron-asp-chart-tc-logo.png\"/><p>Micron's beat is still big, but pricing is doing less of the work, margins are peaking and capex is jumping. Here's what changed from FQ3 to FQ4.</p>","url":"https://techcontrarians.com/news/f/micron-q3-vs-q4-what-changed","title":"Micron (MU) FQ4 FY26 Earnings: What Changed vs. FQ3","summary":"Micron's beat is still big, but pricing is doing less of the work, margins are peaking and capex is jumping. Here's what changed from FQ3 to FQ4.","date_modified":"2026-10-03T07:23:53Z"}]}