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WDC stock guy

today a good entry point? why is it crashing?
Comical twinkling uncleanness
  08/12/21
hmm. seems like the immediate driver for today’s move ...
Topaz lascivious codepig lodge
  08/12/21
wtf just happened?
Comical twinkling uncleanness
  08/25/21
$70 is a logical price
sexy drunken juggernaut
  08/25/21
based on what?
Topaz lascivious codepig lodge
  08/25/21
WDC guy called it at $70 when it was $40 if I am not mistake...
sexy drunken juggernaut
  08/25/21
i’m “wdc guy” nigga. you think two differe...
Topaz lascivious codepig lodge
  08/27/21
...
Topaz lascivious codepig lodge
  08/25/21
https://www.wsj.com/articles/western-digital-in-advanced-tal...
Topaz lascivious codepig lodge
  08/25/21
http://www.autoadmit.com/thread.php?thread_id=4658704&fo...
Topaz lascivious codepig lodge
  08/25/21
presume good to hold long term through this consolidation? ...
Comical twinkling uncleanness
  08/25/21
Yes. This will be a 100% stock deal which normally should ma...
Topaz lascivious codepig lodge
  08/25/21
Any noise from Seagate or Sandisk that could chip away at th...
sexy drunken juggernaut
  08/25/21
wdc owns sandisk. seagate is irrelevant here
Topaz lascivious codepig lodge
  08/25/21
Great buy
Frum Salmon Toilet Seat
  10/29/21
What's up today?
Comical twinkling uncleanness
  01/28/22
WDC stock guy, what now?!
Comical twinkling uncleanness
  01/04/26
...
Comical twinkling uncleanness
  01/05/26
This may not make sense to poasters but there was a guy tout...
..;;.;;;;.;;..;.;;;;.;;..;;,;;,....
  04/17/26


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Date: August 12th, 2021 1:12 PM
Author: Comical twinkling uncleanness

today a good entry point? why is it crashing?

(http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2)#42935530)



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Date: August 12th, 2021 2:13 PM
Author: Topaz lascivious codepig lodge

hmm. seems like the immediate driver for today’s move is morgan stanley downgrading micron. but micron sells mainly DRAM chips with different demand drivers than wdc’s hard drives + flash.

lemme think more about whether this is a good near term entry point. but if you have a longer term horizon it’s a steal. there are some obvious catalysts on the horizon (eg kioxia’s imminent ipo) that do not seem reflected in the valuation

(http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2)#42935881)



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Date: August 25th, 2021 2:14 PM
Author: Comical twinkling uncleanness

wtf just happened?

(http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2)#43007170)



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Date: August 25th, 2021 2:16 PM
Author: sexy drunken juggernaut

$70 is a logical price

(http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2)#43007180)



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Date: August 25th, 2021 2:42 PM
Author: Topaz lascivious codepig lodge

based on what?

(http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2)#43007342)



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Date: August 25th, 2021 7:09 PM
Author: sexy drunken juggernaut

WDC guy called it at $70 when it was $40 if I am not mistaken, this was logical advice.

(http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2)#43008675)



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Date: August 27th, 2021 12:58 AM
Author: Topaz lascivious codepig lodge

i’m “wdc guy” nigga. you think two different xo posters thought of western digital in this cesspool of retarded ark/crypto memeing?

(http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2)#43016516)



Reply Favorite

Date: August 25th, 2021 2:38 PM
Author: Topaz lascivious codepig lodge



(http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2)#43007320)



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Date: August 25th, 2021 2:38 PM
Author: Topaz lascivious codepig lodge

https://www.wsj.com/articles/western-digital-in-advanced-talks-to-merge-with-kioxia-in-20-billion-plus-deal-11629914820?mod=hp_lead_pos3

my entire premise for this stock turned on virtually certain flash memory consolidation

(http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2)#43007317)



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Date: August 25th, 2021 2:40 PM
Author: Topaz lascivious codepig lodge

http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41165186

(http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2)#43007329)



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Date: August 25th, 2021 3:47 PM
Author: Comical twinkling uncleanness

presume good to hold long term through this consolidation?

any other plays at today's high valuations?

(http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2)#43007607)



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Date: August 25th, 2021 6:20 PM
Author: Topaz lascivious codepig lodge

Yes. This will be a 100% stock deal which normally should make you nervous bc of dilution. But this is a very special case.

Here’s the global flash memory market (sk Hynix and intel have already merged):

https://blocksandfiles.com/wp-content/uploads/2020/08/2Q20-NAND-suppliers-revenue-share.jpg

There’s only room for maybe 3 large players globally because it requires gigantic fixed costs. So it’s been horrifically unprofitable lately bc of oversupply.

Kioxia and WDC merging would help everyone including themselves obviously. And normally it’d be a nightmare to combine different technologies, but these two have been sharing the same tech + facilities under JVs since 2016.

So tldr yes you should hold imo. Micron could be interesting to watch as well since I’m guessing they’ll sell their flash business to wdc too before long

(http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2)#43008404)



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Date: August 25th, 2021 7:10 PM
Author: sexy drunken juggernaut

Any noise from Seagate or Sandisk that could chip away at this?

(http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2)#43008681)



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Date: August 25th, 2021 8:19 PM
Author: Topaz lascivious codepig lodge

wdc owns sandisk. seagate is irrelevant here

(http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2)#43008993)



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Date: October 29th, 2021 6:40 AM
Author: Frum Salmon Toilet Seat

Great buy

(http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2)#43348617)



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Date: January 28th, 2022 12:03 PM
Author: Comical twinkling uncleanness

What's up today?

(http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2)#43862262)



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Date: January 4th, 2026 11:21 AM
Author: Comical twinkling uncleanness

WDC stock guy, what now?!

(http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2)#49561343)



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Date: January 5th, 2026 8:59 PM
Author: Comical twinkling uncleanness



(http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2)#49565478)



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Date: April 17th, 2026 8:33 PM
Author: ..;;.;;;;.;;..;.;;;;.;;..;;,;;,....


This may not make sense to poasters but there was a guy touting WDC stock like 5 years ago.

In 2025, WDC spun off SNDK.

SNDK has returned 1,700% since that date. WDC separately returned like 300%.

This guy was touting WDC, MU, SK Hynix etc. He is invariably rich no matter what position he took.

(http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2)#49824090)