WDC Western Digital Corporation Loading... : Bullish and Bearish Analyst Opinions
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05:48
Jul 17
Jul 17
The author lists upcoming earnings for AI-related names expecting beats but frames it as a research calendar and supply-chain read-through, not a personal position.
01:19
Jul 17
Jul 17
Author uses Micron and SanDisk price examples to argue that calling tops is futile without trades, not a directional call.
20:17
Jul 16
Jul 16
Buy WDC as memory/storage play within AI buildout supercycle thesis; author deploys fresh capital into names down 30-50% on sentiment-driven selloff.
MED
19:10
Jul 16
Jul 16
Jim Cramer warns that a major tech unwind is underway as large portfolio managers blow up, dragging down margined players like Sandisk, AMD, Intel, and Arm.
17:15
Jul 16
Jul 16
The tweet references a past Western Digital fiasco without expressing a current position or forward-looking view.
10:41
Jul 16
Jul 16
The author is bullish on AI infrastructure names as Morgan Stanley raised capex forecasts and TSMC's beat confirms the thesis, but most tickers are watchlist items from a research preview rather than explicit positions.
20:00
Jul 15
Jul 15
Memory chip margins and cycle will crush.
Memory and storage semiconductor stocks are highly cyclical commodity businesses. Micron's 85% gross margins are unsustainable, and Chinese competitors like CXMT and YMTC are aggressively targeting market share over profit, which will compress margins. Historically, low P/E ratios on cyclicals signal peak earnings, and the DRAM pricing cycle will reverse, crushing earnings for Micron, Western Digital, and Seagate.
HIGH
14:30
Jul 15
Jul 15
SanDisk extends drop to session low of 11 percent while Dell shares quickly sink to fresh session low down 8.5 percent.
00:01
Jul 15
Jul 15
Memory stocks surging on supply shortage
Memory and data storage stocks (Micron, Sandisk, Seagate, Western Digital, SK hynix) are surging because hardware pricing is exploding due to supply shortages that could last until 2028, and corporate IT budgets are prioritizing this spending, allowing companies to charge insane prices.
MED
17:31
Jul 14
Jul 14
AI chip stocks overvalued, trade exhausted
Semiconductor investors are realizing that gravity exists, particularly for DRAM and storage producers like Micron and Western Digital. Micron trades at 10 times sales, reflecting a lot of good news and leaving little room for error. The broader AI semiconductor trade is getting tired as the capex cycle peaks, and the receivers of hyperscale spending face a slowdown.
MED
21:30
Jul 13
Jul 13
Seeking Alpha reports Western Digital shares fell amid a South Korean chip selloff, with strong fundamentals but a neutral Quant rating due to macro headwinds.
19:58
Jul 13
Jul 13
Co-mentioned alongside memory peers in a broader thesis on memory sector valuation and AI portfolio construction; no personal position disclosed.
LOW
10:23
Jul 10
Jul 10
Wells Fargo raises Western Digital Corp target price to $730 from $575, reflecting an upgraded valuation outlook.
15:50
Jul 09
Jul 09
Author is long memory names like SNDK, citing Morgan Stanley's bullish structural thesis on DRAM and legacy memory despite near-term chop.
12:30
Jul 09
Jul 09
The author argues that mechanical selling ahead of SK Hynix's massive ADR IPO has oversold memory stocks, creating a strong reversion entry point for medium-to-long-term positions.
09:20
Jul 09
Jul 09
The author lists 15 datacenter buildout stocks as dip-buy candidates but frames them as a research watchlist rather than stating personal positions or explicit forward calls.
LOW
22:15
Jul 08
Jul 08
Watch WDC as AI-driven persistent data growth supports HDD demand, but vendor statements should be interpreted with caution.
MED
15:12
Jul 08
Jul 08
Author endorses STX over WDC in HAMR technology leadership, implying a bullish view on STX relative to WDC.
LOW
22:07
Jul 07
Jul 07
Avoid memory stocks; extreme valuations, peak growth.
Memory chip stocks (Micron, Western Digital, Seagate) have experienced steep drawdowns but remain extremely extended above their 200-day moving averages. Samsung's 19-fold profit surge was not enough to satisfy investors, signaling peak growth expectations that will inevitably slow. Historically, buying a stock that is 200% above its 200-day moving average does not reward new investors, suggesting these names are too risky to enter at current levels and may be topping.
MED
20:00
Jul 07
Jul 07
AbjectProcedure3589 (+11) sold all calls for –80% loss, then bought WDC puts out of anger. Direct, emotional trade from a user who feels burned – often a contrarian signal but reinforced by broader memory bearishness. Short WDC alongside MU/SNDK. User’s anger may be an overreaction; WDC could bounce if peace deal materializes.
MED
23:48
Jul 06
Jul 06
Watch MU, SNDK, STX, WDC — author views post-Samsung-beat selloff in memory/storage names as irrational and maintains bullish GAI exposure via long-dated calendar spreads, but no ticker-specific position language is given for these four names.
MED
23:47
Jul 06
Jul 06
Long memory/storage names via long-dated calendar spreads. Samsung's Q2 beat (operating profit 89.4T won vs 84.2T est) is a positive read-through for the sector; the post-print selloff in MU, SNDK, STX, and WDC is irrational and reinforces the author's existing bullish options exposure.
MED
22:01
Jul 06
Jul 06
The author provides a factual breakdown of the new $DISK memory ETF's holdings and compares it to $DRAM, noting personal preferences on composition but not stating a position or forward-looking trade.
LOW
00:55
Jul 05
Jul 05
BofA raised price target on WDC to $732; AI storage demand theme, same trade as Goldman and Morgan Stanley.
MED
01:05
Jul 04
Jul 04
Buy Western Digital on AI-driven storage demand; speaker endorses MS's 33% PT raise to $650, citing data center hard drive shortage as a durable structural theme.
MED
05:02
Jul 03
Jul 03
TrendForce forecasts Q3 2026 DRAM and NAND price increases driven by AI server demand, but consumer slowdown and high base effects moderate the gains, making this a factual industry update.
03:47
Jul 03
Jul 03
Capex boom drives semiconductor outperformance.
The hyperscalers are spending massive capex on AI buildout, and the market has rewarded the beneficiaries of that spend: semiconductor and memory stocks. This capex boom will continue into 2027, driven by data center buildouts and future enterprise AI adoption, supporting long-term outperformance for chip and memory companies.
HIGH
23:44
Jul 01
Jul 01
Data center demand drives secular memory growth.
Like Micron, Seagate and Western Digital are benefiting from the data center memory shortage, turning them from boom-and-bust cyclical businesses into secular growth stories.
HIGH
23:53
Jun 30
Jun 30
Watch these memory/storage leaders as core beneficiaries of AI infrastructure demand; strong EPS revisions but valuation risk remains.
MED
15:59
Jun 30
Jun 30
Named as NAND-focused participant in AI data lake storage buildout; thematic basket mention.
MED
About WDC Analyst Coverage
Buzzberg tracks WDC (Western Digital Corporation) across 53 sources. 81 bullish vs 4 bearish calls from 86 analysts. Sentiment: predominantly bullish (39%). 197 total trade ideas tracked. Past 7 days: 2 bullish, 10 watch. Latest voices: ren_stocks, evan_ss6, michaelsikand.