Seagate $STX continues to re-gain previous highs after a good ER. $WDC - Western Digital has more ground to make up. $STX, Seagate Technology Holdings PLC / H1 After Micron's bounce, $WDC should follow. WDC is even cheaper in the single-digit P/E.In the Biotech space, Allergan $AGN added a few points. The "double bottom" is at play. AGN is just riding off of Valeant's $VRX positive momentum: $AGN, Allergan plc / H1 VRX: $BHC, Bausch Health Companies Inc. / H1 AbbVie $ABBV is well on its way back to $120. Celgene $CELG is a deep value at play. But avoid Gilead Sciences $GILD because the growth won't return.Technology$CGNX still expensive. Avoid. Buy at $30. $CGNX, Cognex Corporation / H1 EMS Mfring is hot again. The SUBSCRIPTION PICK of Celestica $CLS paid off.Bonus: Regeneron's $REGN $18 spike ($20 intraday) closed Friday on a positive note.