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WDC stock guy
| violet fighting messiness volcanic crater | 08/12/21 |
| charismatic meetinghouse | 08/12/21 |
| violet fighting messiness volcanic crater | 08/25/21 |
| frum dilemma clown | 08/25/21 |
| charismatic meetinghouse | 08/25/21 |
| frum dilemma clown | 08/25/21 |
| charismatic meetinghouse | 08/27/21 |
| charismatic meetinghouse | 08/25/21 |
| charismatic meetinghouse | 08/25/21 |
| charismatic meetinghouse | 08/25/21 |
| violet fighting messiness volcanic crater | 08/25/21 |
| charismatic meetinghouse | 08/25/21 |
| frum dilemma clown | 08/25/21 |
| charismatic meetinghouse | 08/25/21 |
| Misunderstood hairraiser den | 10/29/21 |
| violet fighting messiness volcanic crater | 01/28/22 |
| violet fighting messiness volcanic crater | 01/04/26 |
| violet fighting messiness volcanic crater | 01/05/26 |
Poast new message in this thread
Date: August 12th, 2021 1:12 PM Author: violet fighting messiness volcanic crater today a good entry point? why is it crashing? (http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2,#42935530) |
Date: August 12th, 2021 2:13 PM Author: charismatic meetinghouse 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 |
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Date: August 25th, 2021 2:14 PM Author: violet fighting messiness volcanic crater 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: frum dilemma clown $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: charismatic meetinghouse 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: frum dilemma clown 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: charismatic meetinghouse 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) |
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Date: August 25th, 2021 2:38 PM Author: charismatic meetinghouse (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: charismatic meetinghouse 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 |
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Date: August 25th, 2021 2:40 PM Author: charismatic meetinghouse 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: violet fighting messiness volcanic crater presume good to hold long term through this consolidation?
any other plays at today's high valuations? |
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Date: August 25th, 2021 6:20 PM Author: charismatic meetinghouse 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 |
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Date: August 25th, 2021 7:10 PM Author: frum dilemma clown 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: charismatic meetinghouse 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: Misunderstood hairraiser den 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: violet fighting messiness volcanic crater 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: violet fighting messiness volcanic crater 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: violet fighting messiness volcanic crater (http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2,#49565478) |