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WDC stock guy

today a good entry point? why is it crashing?
Costumed organic girlfriend
  08/12/21
hmm. seems like the immediate driver for today’s move ...
bronze fragrant chad school cafeteria
  08/12/21
wtf just happened?
Costumed organic girlfriend
  08/25/21
$70 is a logical price
Galvanic idea he suggested boistinker
  08/25/21
based on what?
bronze fragrant chad school cafeteria
  08/25/21
WDC guy called it at $70 when it was $40 if I am not mistake...
Galvanic idea he suggested boistinker
  08/25/21
i’m “wdc guy” nigga. you think two differe...
bronze fragrant chad school cafeteria
  08/27/21
...
bronze fragrant chad school cafeteria
  08/25/21
https://www.wsj.com/articles/western-digital-in-advanced-tal...
bronze fragrant chad school cafeteria
  08/25/21
http://www.autoadmit.com/thread.php?thread_id=4658704&fo...
bronze fragrant chad school cafeteria
  08/25/21
presume good to hold long term through this consolidation? ...
Costumed organic girlfriend
  08/25/21
Yes. This will be a 100% stock deal which normally should ma...
bronze fragrant chad school cafeteria
  08/25/21
Any noise from Seagate or Sandisk that could chip away at th...
Galvanic idea he suggested boistinker
  08/25/21
wdc owns sandisk. seagate is irrelevant here
bronze fragrant chad school cafeteria
  08/25/21
Great buy
Fiercely-loyal stag film hominid
  10/29/21
What's up today?
Costumed organic girlfriend
  01/28/22
WDC stock guy, what now?!
Costumed organic girlfriend
  01/04/26
...
Costumed organic girlfriend
  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: Costumed organic girlfriend

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: bronze fragrant chad school cafeteria

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: Costumed organic girlfriend

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: Galvanic idea he suggested boistinker

$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: bronze fragrant chad school cafeteria

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: Galvanic idea he suggested boistinker

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: bronze fragrant chad school cafeteria

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: bronze fragrant chad school cafeteria



(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: bronze fragrant chad school cafeteria

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: bronze fragrant chad school cafeteria

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: Costumed organic girlfriend

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: bronze fragrant chad school cafeteria

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: Galvanic idea he suggested boistinker

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: bronze fragrant chad school cafeteria

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: Fiercely-loyal stag film hominid

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: Costumed organic girlfriend

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: Costumed organic girlfriend

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: Costumed organic girlfriend



(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)