WDC Western Digital Corporation Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
23:59
31 авг
31 авг
SanDisk buybacks win; Western Digital lags.
SanDisk and Western Digital are in the same storage business yet diverged: SanDisk has the most aggressive buyback in the market and buybacks worked, while Western Digital fell on a fine quarter as momentum fractured and data centers became political footballs.
Сред.
10:44
31 авг
31 авг
Author summarizes a bullish GS humanoid report as a growth driver for semis and memory.
Author summarizes a bullish GS humanoid report as a growth driver for semis and memory, but frames it as research read-through rather than an explicit personal position.
00:17
31 авг
31 авг
AI token growth drives storage demand
Total AI token usage is growing, forcing data center capacity and storage demand higher; SanDisk, Seagate, and Western Digital supply-demand should tighten because capacity is not expanding aggressively, making their recent pullbacks buying opportunities.
Выс.
16:15
30 авг
30 авг
Hard disk duopoly benefits from AI storage
Druckenmiller tripled his Seagate weight because hard disks are the cheapest storage for AI data, the industry is an oligopoly of Seagate and Western Digital, and both are publicly signaling they will not add capacity and will force customers to pay more.
Выс.
20:00
28 авг
28 авг
A user is heavily shorting WDC and SNDK using 2x short ETFs. The user expects a massive immediate drawdown on Monday, targeting 15-20% drops. A high-conviction, short-term bearish bet on memory/storage hardware. This is based on a single user's aggressive bet without a stated fundamental catalyst; SNDK is also a legacy ticker (acquired by WDC).
Низ.
08:01
28 авг
28 авг
Kioxia's investment plan hurts memory supply sentiment.
Kioxia's announcement of a massive long-term investment plan through 2032 is negatively impacting memory supply sentiment, causing investors to worry about future oversupply despite near-term tightness.
Сред.
16:02
27 авг
27 авг
Buy WDC/STX on 2028 HDD demand
Buy WDC/STX: HDD demand has multi-year visibility with nearline exabytes allocated into 2028, three years of sequential cloud growth, CY27 contracts locking volume/price, and HAMR improving margins while supply discipline limits oversupply.
Выс.
07:15
27 авг
27 авг
Author nostalgically recalls using these tech products in past IT work and gaming.
Author nostalgically recalls using these tech products in past IT work and gaming, with no current position or forward-looking trade view.
Низ.
22:11
26 авг
26 авг
Memory stocks face uncertainty over HBM volume.
While Nvidia spent heavily on memory and HBM, the after-hours reaction for memory stocks like Micron and SanDisk was lukewarm (up only 2-3%). The market is cautious and waiting for clarification during the earnings call regarding rumors that HBM volume might be reduced in the upcoming Rubin Ultra architecture.
Сред.
19:24
26 авг
26 авг
Seagate's AI-driven exabyte growth and multi-year contract visibility signal strong demand.
Seagate's AI-driven exabyte growth and multi-year contract visibility signal strong demand, with the author framing HDD trends favorably for STX.
03:16
26 авг
26 авг
US mutual funds are buying memory stocks.
US mutual funds have started accumulating memory semiconductor stocks like Micron and Western Digital over the past 1-2 weeks, signaling a shift towards memory in AI exposure.
Выс.
12:09
25 авг
25 авг
US pre-market movers show gains in major indices with Tesla raising Cybertruck prices.
US pre-market movers show gains in major indices with Tesla raising Cybertruck prices, Jack Ma buying Alibaba shares, Dick's Sporting Goods falling on weak guidance, United Airlines expanding network, AMD upgraded by Raymond James, and memory stocks rebounding.
23:37
24 авг
24 авг
Trim data center stocks; multiples won't expand
Investors should reduce or sell some data-center-related stocks because the political/rhetorical backlash is capping price-earnings multiples, and selling before the coming election could prove timely. He specifically notes outflows from SanDisk, Western Digital, Seagate and Micron as investors exit the data center theme.
Выс.
09:41
21 авг
21 авг
Memory chipmakers locked in long-term AI contracts.
Memory companies are crushing it because they have secured three-year fixed contractual commitments, capturing roughly 70% of AI capex, and pricing for 2027 looks even tighter than 2026.
Выс.
03:21
21 авг
21 авг
Memory makers locked in long-term tight pricing.
Memory companies have locked in three-year deals and pricing is expected to be even tighter in 2027. The only bear case is mass customer bankruptcy, making them a strong hold.
Выс.
11:45
18 авг
18 авг
HDDs remain essential for AI data centers.
Author maintains a bullish view on WDC, arguing that hard disk drives remain an essential and necessary component for all AI data center buildouts.
Сред.
03:16
18 авг
18 авг
AI hardware sector shows strong rebound rally.
The AI hardware sector is showing a strong rebound rally, driven by positive narratives from the frontier AI camp, strong earnings from Anthropic, and Nvidia's data center investments.
Выс.
02:40
18 авг
18 авг
The article highlights leveraged ETF flows into SanDisk (owned by Western Digital) as evidence of retail dip-buying without capitulation, leaving the stock vulnerable to a broader carry trade unwind.
The article highlights leveraged ETF flows into SanDisk (owned by Western Digital) as evidence of retail dip-buying without capitulation, leaving the stock vulnerable to a broader carry trade unwind.
Risk: Strong underlying NAND and storage demand could sustain the stock's momentum despite crowded retail positioning.
00:27
18 авг
18 авг
Strong AI revenues drive memory semiconductor demand.
Memory semiconductor companies are rallying because strong AI service revenue run-rates from companies like Anthropic signal that hyperscalers will continue to aggressively purchase data center chips and memory to support AI monetization.
Выс.
23:51
17 авг
17 авг
Own memory stocks on data-center demand
SanDisk, Seagate, and Western Digital are using large buybacks to return cash to shareholders instead of overbuilding capacity. Cramer says these three have less risk than Micron because of that shareholder return, with SanDisk at $15.5 billion, Seagate at $5 billion, and Western Digital at $4 billion in repurchase authorizations.
Выс.
23:51
17 авг
17 авг
Memory makers are locking in huge margins.
Memory and data storage companies have adopted new business models with long-term agreements that lock in huge gross margins, and they are no longer overbuilding. Most are returning capital through buybacks, and they trade at cheap multiples relative to their growth.
Выс.
22:01
17 авг
17 авг
The tweet is a factual daily recap of semiconductor sector news and price action.
The tweet is a factual daily recap of semiconductor sector news and price action, listing developments and movers without expressing any personal trade positions or forward-looking calls.
21:07
17 авг
17 авг
Positive outlooks drive strong memory sector rebound.
Positive analyst upgrades and strong earnings expectations are driving a powerful rebound in memory semiconductor stocks globally.
Выс.
20:26
17 авг
17 авг
AI memory/storage stocks rally on Anthropic.
Anthropic's disclosed revenue acceleration and SanDisk's upbeat multi-year outlook are fueling the AI-linked memory/storage rally; SanDisk is a top S&P performer and related names Marvell, Western Digital, and Coherent also rallied.
Выс.
15:18
17 авг
17 авг
Aschenbrenner concentrated portfolio in memory names
Analyzes Q2 13F showing Aschenbrenner concentrated 55% of his portfolio into these two memory names.
Сред.
22:24
16 авг
16 авг
AI-driven storage demand still early; long SNDK/WDC.
Storage demand from each new AI generation is massive and still early; long SNDK/WDC as AI context and data-intensive storage needs keep expanding.
Сред.
20:23
16 авг
16 авг
Commerce official's comments on Apple avoiding Chinese memory could pressure memory suppliers.
Commerce official's comments on Apple avoiding Chinese memory could pressure memory suppliers this week, but the tweet is a factual report without a directional position.
20:00
16 авг
16 авг
“Only 27% more to break even on dogshit WDC” captures a negative bagholder experience. The community prefers SNDK/MU as memory/semis exposure, leaving WDC as the perceived laggard. Avoid WDC or use it as an underperformer to rotate out of, rather than a fresh long. A broad memory/semis pump could still lift WDC despite the negative sentiment.
Низ.
15:37
16 авг
16 авг
Memory becomes load-bearing AI infrastructure.
Author is bullish on memory and storage names, arguing they have transitioned from cyclical swing commodities to load-bearing infrastructure essential for the ongoing AI build-out.
Сред.
14:49
16 авг
16 авг
Author argues persistent agent memory will drive NAND demand to 500-600EB by 2030.
Author argues persistent agent memory will drive NAND demand to 500-600EB by 2030, but frames it as an industry forecast rather than a personal position.
Об аналитическом покрытии WDC
Buzzberg отслеживает WDC (Western Digital Corporation) в 71 источниках. Бычьих сигналов: 116, медвежьих: 5, от 125 аналитиков. Сентимент преимущественно бычий (31%). Всего отслеживаются 354 торговые идеи. За последние 7 дней: бычьих: 3, медвежьих: 1, наблюдение: 4. Последние спикеры: Jim Cramer, ParadisLabs, Kim Tae-seong.