WDC - Western Digital Corporation 0 WATCHERS

MU, WDC, STX, SNDK ripping

WDC

Mainly focused on AI Data center buildouts and trying to own the shovels of AI Top 5 - CLS, VRT, LRCX, NVT, SANM Next 5 - NVDA, TEL, TSM, ANET, AVGO Speculative A - SNDK, WDC, LITE, STX, ETN Speculative B - CIEN, JBL, NBIS, APLD, SMCI, FN, COHR,

I notice a few issues with your allocation. First, SanDisk (SNDK) no longer trades independently - it was acquired by Western Digital in 2016. That ticker is defunct. Also, your allocation is highly concentrated - nearly 40% in META alone, and you mentioned you're already tech-heavy. While META has performed …

All data storage companies are doing well. Seagate (STX), SanDisk (SNDK), Western Digital (WDC). That said, I only have Micron. Another company that, without confirming, may also benefit from data center stuff is Corning (GLW) just on the basis that one of the things they do is make fiber optic …

Can Lando win the WDC? Feeling a bit nervous.

Their GAAP net income was down 47% in their latest quarter. GAAP net income is expected to be zero in the current quarter. They are making some huge adjustments to arrive at non-GAAP earnings in the current quarter related to their separation from WDC. This is financial engineering at its …

VOOG, may switch to VOO PLTR, NVDA, WDC, Looking into adding APLD back and QBTS, HOOD, CSCO Im only holding PLTR, NVDA and WCD as of now. I did a rebalance when the stocks dipped for taxes. I figure if its going back up eventually, Im already up alot, and …

Sandisk (SNDK) to join the S&P 500. It’s returned +367% in 9 months since being relisted on the Nasdaq after separating from Western Digital (WDC), which is also up like +223% this year. 📈

I have Nvidia, AMD, INTC, Broadcom, WDC and TSMC in my portfolio. Should I sell all these and invest in Google, Walmart, Berkshire, etc ? Or Should I hold and wait for an upside ?

The whole sector is up. SNDK, WDC, STX

Maybe I'm stupid, but I don't understand why the consensus seems to be that META, Oracle, and Amazon issuing massive amounts of bonds to fund data center CAPEX is bearish for AI writ large. Won't that money be just be used to purchase more TSM and NVDA chips? It should …

Data center infrastructure plays that actually have good earnings are having a massive day, COHR, WDC, VRT, GEV so sad i missed the dip on MU