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WDC stock guy

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


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Date: August 12th, 2021 1:12 PM
Author: Cheese-eating Narrow-minded Mental Disorder

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: Massive frum goal in life

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: Cheese-eating Narrow-minded Mental Disorder

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: Hairraiser sticky police squad

$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: Massive frum goal in life

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: Hairraiser sticky police squad

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: Massive frum goal in life

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: Massive frum goal in life



(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: Massive frum goal in life

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: Massive frum goal in life

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: Cheese-eating Narrow-minded Mental Disorder

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: Massive frum goal in life

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: Hairraiser sticky police squad

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: Massive frum goal in life

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: disturbing ebony gaping

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: Cheese-eating Narrow-minded Mental Disorder

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: Cheese-eating Narrow-minded Mental Disorder

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: Cheese-eating Narrow-minded Mental Disorder



(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: Cheese-eating Narrow-minded Mental Disorder

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)