|
Feb 18
|
|
$296.56
$296.56
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - WDC
Western Digital Exit Leaves Sandisk Independe...
|
|
Feb 18
|
|
$296.56
$296.56
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - WDC
Western Digital Seeks $3.09 Billion in Sandis...
|
|
Feb 18
|
|
$296.56
$296.56
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - WDC
Western Digital Dumps Sandisk Stock. What’s B...
|
|
Feb 18
|
|
$296.56
$296.56
-0.0%
|
LONG
|
Arthur Mensch
Co-founder & CEO, Mistral AI
|
Mistral AI CEO Arthur Mensch notes that while they have secured supplies, they are seeing "sharp data" indicating shortages in hard drives and memory chips are starting to impact the market. The market is obsessed with GPUs (NVDA), but AI models require massive data storage. If hard drives are the next bottleneck, pricing power shifts to the few remaining storage manufacturers (Western Digital, Seagate). Long Storage/Memory providers. The shortage in "hard drives" directly benefits legacy storage players pivoting to high-capacity AI data storage. Rapid decline in NAND/HDD pricing if supply chains normalize quickly; technological shift rendering current storage obsolete. |
Bloomberg Markets
China Doesn't Want Russia to Lose Ukraine War...
|
|
Feb 18
|
|
$296.56
$296.56
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - WDC
Sandisk Slips. What Western Digital’s Share S...
|
|
Feb 18
|
|
$296.56
$296.56
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - WDC
Western Digital Sold Out All 2026 Hard Drive ...
|
|
Feb 18
|
|
$296.56
$296.56
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - WDC
Western Digital (WDC) Valuation Check After M...
|
|
Feb 18
|
|
$296.56
$296.56
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - WDC
Western Digital to sell partial Sandisk stake...
|
|
Feb 18
|
|
$296.56
$296.56
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - WDC
Sandisk Announces Pricing of Secondary Offeri...
|
|
Feb 17
|
|
$284.11
$296.56
+4.4%
|
N/A
|
Finnhub News
|
— |
Finnhub - WDC
Sandisk Announces Launch of Secondary Offerin...
|
|
Feb 17
|
|
$284.11
$296.56
+4.4%
|
N/A
|
Finnhub News
|
— |
Finnhub - WDC
Can Seagate Sustain Double-Digit Revenue Grow...
|
|
Feb 17
|
|
$284.11
$296.56
+4.4%
|
N/A
|
Finnhub News
|
— |
Finnhub - WDC
MaxLinear Appoints Kris Sennesael to Board of...
|
|
Feb 17
|
|
$284.11
$296.56
+4.4%
|
N/A
|
Finnhub News
|
— |
Finnhub - WDC
Sandisk Rides NAND Shortage As AI Hyperscaler...
|
|
Feb 17
|
|
$284.11
$296.56
+4.4%
|
N/A
|
Finnhub News
|
— |
Finnhub - WDC
Zacks Investment Ideas feature highlights San...
|
|
Feb 17
|
|
$284.11
$296.56
+4.4%
|
N/A
|
Finnhub News
|
— |
Finnhub - WDC
Best Growth Stocks to Buy for February 17th
|
|
Feb 17
|
|
$284.11
$296.56
+4.4%
|
N/A
|
Finnhub News
|
— |
Finnhub - WDC
Western Digital’s AI Storage Shift Puts Hyper...
|
|
Feb 16
|
|
$281.58
$296.56
+5.3%
|
N/A
|
Finnhub News
|
— |
Finnhub - WDC
Is Western Digital's $4B Buyback Plan a Smart...
|
|
Feb 16
|
|
$281.58
$296.56
+5.3%
|
N/A
|
Finnhub News
|
— |
Finnhub - WDC
Is Trending Stock Western Digital Corporation...
|
|
Feb 16
|
|
$281.58
$296.56
+5.3%
|
N/A
|
Finnhub News
|
— |
Finnhub - WDC
Cantor Fitzgerald and Goldman Sachs Lift West...
|
|
Feb 16
|
|
$281.58
$296.56
+5.3%
|
N/A
|
Finnhub News
|
— |
Finnhub - WDC
Already Up More Than 450% in a Year, This Hot...
|
|
Feb 16
|
|
$281.58
$296.56
+5.3%
|
N/A
|
Finnhub News
|
— |
Finnhub - WDC
3 Growth Stocks to Add to Your Roster
|
|
Feb 15
|
|
$281.58
$296.56
+5.3%
|
N/A
|
Finnhub News
|
— |
Finnhub - WDC
Western Digital Refocuses On AI Storage As Sa...
|
|
Feb 15
|
|
$281.58
$296.56
+5.3%
|
N/A
|
Finnhub News
|
— |
Finnhub - WDC
SanDisk Rides AI Memory Supercycle As NAND Sh...
|
|
Feb 13
|
|
$281.58
$296.56
+5.3%
|
LONG
|
Thread Guy
Crypto influencer, independent
|
Thread Guy cites Anthropic CEO Dario Amodei's prediction that AI revenue could hit $1 trillion by 2030 (up from ~$14B currently). If software revenue scales to $1 trillion, the physical infrastructure required to support it must grow exponentially. This is the "Bits to Atoms" trade: longing the hardware, memory, and raw materials that exist *now* to power the future. LONG the "picks and shovels" of AI: Compute (NVDA), Memory (MU, WDC), and the raw materials (Rare Earths). AI scaling laws hit a wall; over-investment in capex leads to a bubble burst before revenue materializes. |
Thread Guy
The Bear Market is OVER. Stocks are about to ...
|
|
Feb 13
|
|
$281.58
$296.56
+5.3%
|
N/A
|
Finnhub News
|
— |
Finnhub - WDC
Western Digital to Participate in Upcoming In...
|
|
Feb 13
|
|
$281.58
$296.56
+5.3%
|
N/A
|
Finnhub News
|
— |
Finnhub - WDC
These 3 Zacks 'Strong Buy' Stocks Reflect the...
|
|
Feb 13
|
|
$281.58
$296.56
+5.3%
|
N/A
|
Finnhub News
|
— |
Finnhub - WDC
Western Digital the 2nd Best Stock in the S&P...
|
|
Feb 13
|
|
$281.58
$296.56
+5.3%
|
N/A
|
Finnhub News
|
— |
Finnhub - WDC
Seagate’s Stock Has Outperformed 99% of the S...
|
|
Feb 13
|
|
$281.58
$296.56
+5.3%
|
N/A
|
Finnhub News
|
— |
Finnhub - WDC
1 Nasdaq 100 Stock on Our Watchlist and 2 Fac...
|
|
Feb 13
|
|
$281.58
$296.56
+5.3%
|
LONG
|
Alex Finn
AI Content Creator / Expert
|
"Software is abundant... there is no more scarcity in software... The scarcity now is in the hardware." Finn explicitly notes that while SaaS stocks crash, hardware stocks like ASML and memory providers (SanDisk/Micron) are hitting highs. As AI agents (OpenClaw) allow users to code their own apps for free, the pricing power of software companies collapses. Conversely, the demand for the physical components to run these models (chips, memory, robotics) skyrockets because you cannot "vibe code" a physical chip. Long the hardware supply chain. ASML (lithography), MU (memory), WDC (SanDisk/storage), and TSLA (scarce hardware/robotics). Supply chain disruptions or a plateau in AI model scaling. |
Thread Guy
AI Is 6 Months From Replacing ALL Jobs (Alex ...
|
|
Feb 13
|
|
$281.58
$296.56
+5.3%
|
N/A
|
Finnhub News
|
— |
Finnhub - WDC
Why This Tech Stock's Recent Dip Could Be a B...
|
|
Feb 12
|
|
$284.10
$296.56
+4.4%
|
LONG
|
Matt Miller
Anchor, Bloomberg
|
Memory chip prices are hiking aggressively. Cisco explicitly cited "mounting memory chip costs" as the reason for their margin squeeze and weak profit forecast. One company's expense is another's revenue. The pricing power has shifted entirely to the component suppliers. While Cisco suffers margin compression, the memory producers are seeing direct margin expansion. LONG Memory Manufacturers. Sudden drop in hyperscaler demand or oversupply later in the cycle. |
Bloomberg Markets
Old Economy Stocks Surge Again | Open Interes...
|
|
Feb 12
|
|
$284.10
$296.56
+4.4%
|
LONG
|
News
|
Cisco warned that rising memory chip prices will eat into profits. Equinix reported record sales due to AI build-out. Cisco's pain (higher costs) is the memory sector's gain (pricing power). Data centers (Equinix) are the physical infrastructure required for the AI boom. LONG the "Pick and Shovel" hardware and infrastructure providers. Overbuilding of capacity leading to a future glut. |
Bloomberg Markets
Bloomberg Surveillance 2/12/2026
|
|
Feb 12
|
|
$284.10
$296.56
+4.4%
|
LONG
|
Paul Hickey
Co-Founder, Bespoke Investment Group
|
"Margin guidance [for Cisco] was weaker than expected. And the culprit there is memory... It's been great for SanDisk. It's been great for Western Digital." One company's expense is another company's revenue. If Cisco is complaining about high memory costs crushing their margins, that explicitly means memory producers (Micron, Western Digital) are exercising pricing power and expanding their margins. Long the commodity producers (Memory) who have pricing leverage. Cyclical downturn in semiconductor demand or oversupply in late 2025. |
CNBC
Panel weighs AI disruption, margin pressure a...
|
|
Feb 12
|
|
$284.10
$296.56
+4.4%
|
N/A
|
Finnhub News
|
— |
Finnhub - WDC
Is it Too Late to Buy WDC Stock After 305% Ex...
|
|
Feb 12
|
|
$284.10
$296.56
+4.4%
|
N/A
|
Finnhub News
|
— |
Finnhub - WDC
How Western Digital Provided A Critical Compo...
|
|
Feb 12
|
|
$284.10
$296.56
+4.4%
|
N/A
|
Finnhub News
|
— |
Finnhub - WDC
The Anti‑NVIDIA Play That Turned Into A 970% ...
|
|
Feb 12
|
|
$284.10
$296.56
+4.4%
|
N/A
|
Finnhub News
|
— |
Finnhub - WDC
Western Digital Expands Buybacks As AI Storag...
|
|
Feb 10
|
|
$262.56
$296.56
+12.9%
|
LONG
|
Mark Newman
Senior Analyst, Bernstein
|
"That's despite rising memory prices, which he says could drive iPhone prices up 15%... huge price increase from memory." This is a classic second-order trade. If Apple (the world's largest consumer electronics buyer) is being forced to raise retail prices by $150 specifically because memory components have become so expensive, it implies massive pricing power for the memory suppliers. Apple's cost headwind is Micron/Western Digital's margin expansion. Long the memory suppliers who are clearly dictating terms to OEMs. If Apple refuses to pay and cuts memory specs (lower GB per phone), demand for memory chips could soften. |
CNBC
Strong iPhone 17 cycle giving better than exp...
|