Reddit Posts
The days of $MSFT "Oh Woops" your files are gone are over - say hello to Cloud Forensics
ZenaTech (NASDAQ: ZENA) Continues International Expansion Opening New Offices in South Korea and the United Kingdom
For people wondering about Memory stocks, read below
When companies can't buy hard drives, they'll buy the next best thing (cloud storage)
Western Digital says 2026 HDD capacity 100% sold out, hyperscaler AI data center cloud 89% of revenue, consumer 5%, long term deals to 2028
(WDFC) WD-40 Company Q1 2026 Earnings Call | Live Transcript at 5:00pm ET
No-code Polymarket bot builder!
Bullish case for WeRide after the robotaxi launch announcement with Uber
$GOOGL vs $MSFT: Alphabet's Market Cap Surpasses Microsoft's – First Time Since 2017 (End-of-Year Data)
2 years ago I had asked about AI's impact on storage stocks like STX, WD, etc. Is it AI's impact or something else as STX is up 3x since ?
This Is All You Need To Know About WD-40 Stock
WD-40 Is The Fed’s Favorite Supplier
Walt Disney and Bud now realize they made a huge mistake
AI - while AI revolution is benefiting NVDA, how come storage providers like STX, WD, Toshiba are down ?
The Boom Time for Farmers Can Last. Who Will Reap the Rewards.
If You Want Profit From Trading Or Investing Then Follow WD Gann Sir
If You Want Financial Freedom From Stocks Follow WD Gann
Is WD Gann Trading Method Legitimate but Underutilized by Traders?
IMMX Bio upcoming squeeze - No options No warrants No Dilution - Will be big money maker
IMMX micro float potential squeeze
I purchased this to specifically fill my pcp air gun tank. Right out of the box it looked sturdy and well made. It's also definitely got so
Wall Street Week Ahead for the trading week beginning April 4th, 2022
Wall Street Week Ahead for the trading week beginning April 4th, 2022
Ok my profits are now pretty much 0. How worried should I be?
Is WD-40 $WDFC After hours ER today A Put Printing Machine?
WD Gann Time Cycles Decoded on Nifty using Astro Cycles. Astrology on Financial/Stock Market Timing.
$WDFC (WD-40) Brand Dispute - Jakarta Merchant Care Alliance (APPJ) Asks the Panel of Judges to Care for Local Products
$WDFC - Dispute Trademark with WD 40, Get All 40 Owner Suspects There’s a ‘Game’
$WDFC - Dispute Trademark with WD 40, Get All 40 Owner Suspects There’s a ‘Game’
Western Digital $WDC stock overview and the analysts' forecasted price (disks and data storage)
Western Digital $WDC stock overview and the analysts' forecasted price (disks and data storage)
Bought a WD-40 call before close but I was told it would only be worth $160 at open, how? 😔
Hey Guy's, You Know That Chia Thing I Lost a Bunch of Money on....
$WDC Western Digital Corporation technical analysis... bullish right at very strong support. I actually last year purchased WD (thinking it was western digital but its really walker and dunlop) instead of WDC, so dont make the same mistake.
CLMT...the reusable energy stock ready for take off. Stock/company is crazy undervalued with cutting edge tech and assets.
CLMT...the reusable energy stock ready for take off. Stock/company is crazy undervalued with cutting edge tech and assets.
CLMT...the reusable energy stock ready for take off. Stock/company is crazy undervalued with cutting edge tech and assets.
The reusable energy stock ready for take off. Stock/company is crazy undervalued with cutting edge tech and assets.
CLMT...the reusable energy stock ready for take off. Stock/company is crazy undervalued with cutting edge tech and assets.
CLMT...the reusable energy stock ready for take off. Stock/company is crazy undervalued with cutting edge tech and assets.
CLMT...the reusable energy stock ready for take off. Stock/company is crazy undervalued with cutting edge tech and assets.
CLMT...the reusable energy stock ready for take off. Stock/company is crazy undervalued with cutting edge tech and assets. Get in now on the way to the moon!
Western Digital Corp ($WDC) DD - Why 2021 is going to be their best year ever and nobody knows about it yet
Western Digital Corporation ($WDC) DD - Why 2021 is going to be their best year ever and nobody knows about it yet
Angry with the Chinese government's manipulation of markets? Fight back by investing in the non-Chinese rare earth industry!
Angry with the Chinese Today? Fight back by investing in the non-Chinese rare earth industry!
The new "green" electronic currency Chia is going to send hard drive stocks through the roof! 🚀🚀
Will Drive storage stock be increasing with Storage based cryptos?
WD-40 calls were 90% off today. Figured id grab a few :)
What the hell is going on with the $WDFC aka good old WD-40?
SoftBank sits on Billion dollar stock under it's Sub Fortress
RKT's growth story shows up in its financials
Mentions
Why buy MU when you can buy WD
Everyone is in WD over the long weekend, Robinhood breaks
I'd still be cautious with this one, as Seagate, WD, and Marvell are three of the largest parts of this specific fund, all three of which are being dragged along by the AI craze right now.
I mean yeah I guess but there's definitely way better single stocks to buy to get those potential returns lol.. (personally I've been riding sandisk micron seagate and WD since Oct and still have more confidence in them executing near term than most others)
Their margins have increased by multiples each quarter since last year and revenue is nearly doubling each quarter, it’s definitely hyped but not crypto as the value is real. Definitely should have seen memory as the next constraint after compute, just the fact that WD spun out SNDK into its own ticker made it obvious they knew it was going to be an absolute banger.
It’s very euphoric 
I mean WD’s consumer storage devices have dropped in quality a lot over the last few years (anecdotal). I dunno if I’d buy into them but storage is in fact needed…
Go balls deep. Fortune favors the bold I know it’s retarded but fuck it, live for something. It’s fuckin money, can always make more and if you can’t make it back your fucked as is 
ELI5 it, I went and bought Toshiba laptop and WD external drive. Am I good? When millionaire?
Did not WD throw cold water on this storage thesis like a week ago.?!
Hard drives (Seagate and WD) are old technology. IDT they are the place to invest.
Silicon-based memory is literally one of the most complex things humans manufacture at scale. I’m not trying to argue the whole thesis, but comparing WD-40 to advanced DRAM/NAND fabrication is kind of a wild analogy. The economics of cutting edge semiconductors and household consumable chemicals don’t really work lol
How much of the 1400% gain in 12 montis are you attributing to NAND? Having four companies produce something does not make it complex. It just means there was never demand enough for others to enter the industry, which historically comes.with the highest cyclicality you can get. WD-40 is not hard to produce. The company has 80% market share. You don't see people lining up to make WD-40.
"delusional Bullsihness" People were telling me this a year ago and AMD / Intel are up 400% since then. Micron put on 3000% in 18 months. WD like 500%. Probably wouldn't want to by Micron now but Intel Yes
WD40 will help it for a few days, king, but for long lasting results you want to use white lithium grease, as WD40 will just attract dust and bring the squeak back with a vengeance.
😂 
I used to work for WD so I still had a tiny bit of ESPP shares of WDC that netted me some SNDK during the split. That tiny bit has grown to be a good amount. Still a tiny fraction of my net worth, but I'm not complaining.
There are plenty of overvalued stocks in the semi space right now. I happen to think amd and intel are way higher than they should be. WD and SNDK too, but MU is the only one I see that has an actual fundamental argument for its current share price and can justifiably be much higher.
Translation: keep pumping WD, AMD, Google, Nvidia. It will never go back down. F them bears!
Because its still super concentrated to the memory sub-sector but diversified across MU, SK Hynix, Samsung, WD, Seagate, etc. Huge gains still while hedging against some issue happening with one specific supplier.
Yeah WD is the only one of those that is remotely safe lol. Even if it bursts they’ve been paid so it will continue to bring in the big bucks for a while after it goes to shit lol
Damn Bay Area real estate 📈. MU, INTL, SNDK, WD, AMD, NVDA, AVGO, GOOG, AAPL, META, Anthropic, OpenAI 🤯
Move Along Mag 7 ❌ Its the Mem 7 ✅ now Sk Hynix, Micron, Samsung, Scan dick, Sea gate, WD and Kioxia.
Chat moving so fast, no one will see that I like to take off all my clothes and put WD40 on myself to slide across wood floors like I'm a snail
Chat moving so fast, no one will see that I like to take off all my clothes and put WD40 on my stomach and wrap my back in a blanket to act like a shell and slide on the floor to pretend I am a snail
shorting cyclical semi tops on lookbacks usually works, timing them in real time is where most people die. need a real fundamental crack signal first, hyperscaler capex guidance softening or channel inventory builds. AI capex is still expanding through 2026, no entry yet. also seagate and WD aren't really 'memory sticks' they're HDDs riding hyperscaler demand, different cycle than micron/SK hynix flash. cycle peaks usually take 12-18 months from gross margin top to crack the price
Today was kind of boring. Tomorrow we get Caterpillar, Mastercard, Eli Lilly, WD, SanDisk, Reddit and Apple. It is going to be fun
Still have two 10year old WD drives running, Seagate drive died after 2 years.
WD or Hitachi is the only shii I trust
with recent run of sandisk and now seagate and WD...i hate to say this but micron looks relatively "undervalued" in the grand scheme of this memory race.
Hey! Completely new to stocks and all. Financially illiterate. Don't have thousands to throw around. But a couple of hundred I do. Right now looking at SanDisk, WD, and Seagate. Are they gonna be bullish for some time? I am looking at this as an opportunity to get some money up to then withdraw and invest into something long-term.
Ok, time to see if Seagate in about 10 mins manages to take Sandisk and WD with it
[amazon.com/100pcs-Trump-Stickers-Donald-Merchandise/dp/B0DVSW4WD8](http://amazon.com/100pcs-Trump-Stickers-Donald-Merchandise/dp/B0DVSW4WD8)
Bought before their split with WD. And got out at approx 600USD. Trying to not think about it.
A heavy dose of #2. J Powel going to WD-40 up that money printing machine and keep it ready for the next guy
Just hit $1.5 at 40. Granted I don’t have the insight you’re looking for but I will tell you what I’ve done from now. Planned out next 12 years after which I should be able to retire, maybe earlier. I’ve clearly detailed out the investments I will make, what I expect for each account and a couple trajectories for each (poor, med, high performance). I’ve got my kids 529s detailed and planned out. Also built a hypothetical retirement plan for my investments to ensure I’ll have the income I need to live from. I expect this $1.5 to be $3.5-4 hopefully more by then. Which should give me $125-140k annually at 3.5% WD rate. Congrats btw
He posted up behind the WD
I see a can on that Kayak. Did OP use the WD-40 trick on bait to attract crabs? They love that stuff
They’re both computer part companies. In the age of AI, the world needs computer parts. A lot of them. WD is one of the major hard drive brands. Sandisk I usually picture flash drives. But they make other stuff too.
JFC $2200 for that? Was this recently? In December I got the most beautiful prebuilt from Andromeda Insights with a 9800x3d RTX 5080 w 64GB DDR5 and 4TB WD Black SN850x for $2350. Holy fuck prices are stupid now.
I saw a YouTube about a memory shortage and went strait to EWY SND and APPL. When SND popped I saw WD was lagging and went into WD. Companies with major HD and memory allocations sorted those out years in advanced and would see higher profits.
happened to me when if first started in my first year in 2021 bought and chill then got into options... and lost alot of money and now in 2025-2026 i just bought and chill and now im up 30% from 2021. 
VOO VTI S&500 MSCI WD I’m a boglehead so I don’t really care about these temporary movements
Yes, because a 2WD sedan is what I need when I'm taking my family out camping for the weekend on rutty forest roads. Or when I need to haul an entire elk back home to butcher, also on rutty forest roads and often in the snow. Or when I make a Costco run and come back outside to 5 inches of fresh snow I have you drive home through. Or to haul a snowmobile, ATV, etc. Or to take my trash to the county container site because I don't have home garbage services.
No. Bleach is scared of what's inside me. I inject WD-20 so I do not squeak.
Western Digital spun off Sandisk and now SNDK has a higher market cap than WD The clown show continues
I want to sell my old drives - So many lying around I've got shit as old as an OCZ Vertex, WD Blue, a few Shucked WD 8 TB drives, tc. But no idea where to dump them.
You gotta a respect the WD-40 people because looking at the dawn of the machine-age and going “machines need to be lubed up” was wild levels of foresight
>Breaking: $MSFT in talks to acquire $WDFC, the makers of WD-40, in an attempt to unstick themselves from $360
done with SP500, moving my money over to WD-40 instead
I had a hornetnest here but I sprayed them with some WD40 and killed at least 3 of the bigger ones. I now told the kids it is safe to go out again. ... absolute pandemonium outside but I am playing very loud music so the wife won't hear the screams. Might go golfing later.
UMAC 
UMAC 
>Samsung, SKHynix, Micron, SanDisk, WD, Seagate They are all selling shovels not technology. LOL
"Technology is stagnating" brother have you seen the stock prices of Samsung, SKHynix, Micron, SanDisk, WD, Seagate etc.
https://www.youtube.com/watch?v=j2WD1SJiRjo
Give it a week and will probably be back down. Both micron and sandisk are under FOMO buying right now. Everytime there is even the slightest bad news they drop like a rock and then pop back up with the next FOMO wave. Both will pop with the AI bubble as they will ramp up, have unsold inventory, and then have issues with what to do with it. There is a reason WD dumped sandisk; low margins usually and fickle market.
I am a time traveler from the past here to tell you that WD is a great buy at $40.
Storage stocks are extremely cyclical. They'll build out capacity, eventually demand will fall, they'll mention the word "normalization" in a conference call, and the stock will fall off a cliff. The current cycle is certainly a good one, though. A bit of history, in the early 2010's, the industry finished consolidating, with WD and Seagate emerging as a near duopoly. Even so, WD was trading at $30 just last year, the same price it was at circa 2011 or whenever it was. It went up and down a few times in that 10+ years, but other stocks obviously did a lot better, in a much more stable, sustained way.
Ah, yea Micron SNDK, hynix/samsung etc got smoke pretty hard but man when you have something like Micron, and genuinely understand their mission, technology, and what they are currently spending money on for the future, you will feel safer and make better decisions because I would have kept it. Their wafer factory will be huge and its moving quickly. If you didn't sell at a loss, then you haven't lost. If you have WD congrats youll be in the green on Monday. The rest will take longer but theyll get there. Never never never trust those articles on the trading sites. I am convinced theyre owned by proxy by the "big money" and used as a tool to scare and shake out retail traders so they can buy expensive stocks(like MU) for cheap.
I ordered a WD Black HDD once the announcement was made. The price has shot up 60-100 dollars since then. This shit is insane.
Calls on WD-40. Someone is going to need some lube.
Maybe 6 months ago. Both are pretty much topped out. WD is even selling 3 million shares of sandisk and probably giddily doing so.
Holy shit. I've bought the WD Black SN850X 4TB SSD last September for around $260 (without tax)... 🙄
There also seems to be a gap between manufacturers and retailers. WD said they applied an 8% price increase this past quarter but retailers have marked up 25%+ in the same period. Sure WD have increased earnings but they have already committed their inventory for the year ahead, and they can't quickly add more capacity. Their value should already have this included. Do memory sales also not get committed a year ahead to large corporate and retailers, meaning any potential price increases and stock distribution are already locked in? Consumer fomo is more likely to increase profits for price gouging retailers who already have stock locked in. Enterprise customers who have locked in supply are going to maintain costs, and those have not, that have big related IT projects this year are going to have significant cost increases. For this part of the wave, would investing in retailers who have locked in supply be a better opportunity than the manufacturers themselves?
Let's use these two 32GB desktop kits as an example: [https://www.amazon.com/Crucial-6400MHz-Overclocking-Desktop-Compatible/dp/B0DHFD5625/](https://www.amazon.com/Crucial-6400MHz-Overclocking-Desktop-Compatible/dp/B0DHFD5625/) [https://www.amazon.com/CORSAIR-VENGEANCE-6400MHz-Compatible-Computer/dp/B0BXHC74WD/](https://www.amazon.com/CORSAIR-VENGEANCE-6400MHz-Compatible-Computer/dp/B0BXHC74WD/) When Crucial is no longer, where else will consumers go other than a kit assembler if Samsung and SK Hynix doesn't open their own consumer segment? Suppliers can tell anyone no more, but that hasn't happened and they've shared in the last two earnings calls that they have supply. Even if it were to go dry, Corsair has so many other products and brands where I'm suggesting consumer spending could likely shift.
MAG 7? Nope, is the MEMORY 6 now: MU, SK HENIX, Samsung, SNDK, WD, and STX 👑 🔥 🚀 🌕
my WD 1TB SSD for my PS5 was 112€ last year in june and is now 215€
Cloud providers are blocking out stock to drive the price up. If the price for DIY goes up, it drives revenue for the cloud providers. WD said they have given an 8% price increase but retail stock is up around 25% over the same period.
Everything. JBODing flash drives if they have to. It's why WD is out of drives until 2028 or some shit.
WD is obligated to sell their remaining shares. Puts sale pressure temporarily. Draw triangles all you want.
WD sold their capacity to the companies you assume will have trouble getting storage. It's retail customers that will be left in the dust. Some uptick might be recorded, I strongly doubt it'll move share price.
Sandisk is a spinoff company of Western Digital When they spun off WD retained shares in San disk. Now WD is fully exiting that position
WD isn't sold out for years, it's sold out for the next 10 months. They'll overproduce, AI will prove too difficult to monetize, and storage will crash again. Check my comment in 2028.
Lol are you trolling? You think the "cloud" is made of thin air and not physical hard drives and ssds or something? These cloud companies are the same ones buying out the supply. Its totally locked up in the manufacturers like WD, Seagate, Sandisk, etc.
I think sandisk, WD should decide to offer storage as service to hyper scalers instead of selling the product…. And those who are selling to these raw materials to WD and Sandisk should do the same. This will continue and finally the miners will offer their minerals à la a service….
hard drive prices through the roof? huh? i can go on amazon and buy a Seagate or WD right now for 100 bucks or less. I don't understand?
Hard Disk manufacturing has been consolidated to 3 companies. Seagate, Western Digital and Toshiba. Toshiba is a smaller player catering to budget markets. So it’s only Seagate and WD that’s left competing on the high end enterprise HD market. In an effective monopoly. There’s hardly any incentive to increase manufacturing capacity and lower prices. When there’s no competition and they’re already sold out a year in advance. It would also take 2 to 3 years for a new fab to go online. If build a new factory today the AI bubble may have already popped. So there’s no more AI data center demand.
But wait... if WD and such sold everything forward, how will they produce ever increasing forward guidance and earnings? Is it flat or down from here for four quarters?
Everyone ragging on you but maybe there is something to this. I mean, if you bought 10 WD digital drives at 2025 prices, you can make money by renting it out or selling them. In theory the demand goes up for cloud storage, and because these providers already have the racks built with 2025 prices, they're golden until demand surges more than their capacity. Calls it is. Too bad I'm broke.
It can't be gaming if it's WD spinning drives. Those things are slow and hyper prone to failing from personal experience. I've lost 3 drives from them in the last 2 years and refuse to buy anything more from them on the consumer side.
For a moment I thought you meant WD-40 spray and was like "whaaat, how did that happen? 🤔"
I got myself 2 more 18TB WD Red Pros a while back and they’re going to have to tide me over for the whole year, I was hoping to get 2 more again this summer but probably can’t.