The author expects STX and WDC to pick up pace within the next couple of months when the market figures out larger storage is a bottleneck and hard-drive manufacturing is harder than NAND. The catalyst is market recognition of HDD supply constraints. Main risk is timing of that recognition.
The author is most interested in WDC, expecting it and STX to pick up pace within the next couple of months when the market realizes larger storage is also a bottleneck and that manufacturing hard drives is harder than NAND these days. The catalyst is market recognition of HDD supply constraints. Main risk is timing of that recognition.