Reddit Posts
2023-01-25 Wrinkle-brain Plays (Mathematically derived options plays)
Preliminary 4Q'22 Samsung sales and operating profit - Misses on all $AAPL $MU $WDC
Western Digital analysis and valuation - Is it time for a comeback? ($WDC)
SiliconMotion of the Ocean - Mega Memory Upside Round 2 ($SIMO)
SiliconMotion of the Ocean - Mega Memory Upside Round 2 ($SIMO)
SiliconMotion of the Ocean - Mega Memory Upside Round 2 ($SIMO)
SiliconMotion of the Ocean - Mega Memory Upside Round 2 ($SIMO)
SiliconMotion of the Ocean - Mega Memory Upside Round 2 ($SIMO)
#afterhours #watchlist 01/27 $HOOD - earnings, $WDC - Announces CFO Transition , $INDO - no news, $TEAM - earnings, $PRVB - Resubmitting Biologics License Application for Delay of Clinical Type 1 Diabetes in At-Risk Individuals... Also check premarket runners and low float stocks in my app!
Companies Still Facing Inflationary Pressures - let's discuss possible impact during upcoming earnings
Companies Still Facing Inflationary Pressures - possible impact on upcoming earning calls
Inflation possible impact on upcoming earning calls - discussion
WDC saved my a$$ today!! At one point I was down $12k. Got out with $30k profit.
Western Digital's stock soars after WSJ report of talks on $20+ billion merger deal with Japan's Kioxia
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)
$WDC is undervalued vs $STX/Kioxia. 🖖 🚀 prosper my bros
$WDC is undervalued vs $STX/Kioxia. Buy longs and prosper 🖖 🚀
$WDC is undervalued vs $STX/Kioxia. Buy Longs and prosper 🖖 🚀
$WDC undervalued vs Comps (DD) 🚀🚀🚀 by September
$MU beat earnings: why it’s going down. DD
Micron dumps after stellar ER - thoughts on future
Western Digital (WDC) just fucked a bunch of their customers
$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.
$WDC Western Digital is being driven up by Chia and earnings prospects
Mega DD $WDC Western Digital is being driven up by 'green' ChiaCoin mining and good earnings prospects
$WDC Western Digital is being driven up by 'green' ChiaCoin mining and good earnings prospects
I built a program that tracks mentions and sentiment of stocks across Reddit and Twitter! This week's most discussed and top growing stocks!
I built a program that tracks mentions and sentiment of stocks across Reddit and Twitter! This week's most discussed and top growing stocks!
Western Digital Corp ($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
What do you all think of Western Digital (WDC)?
Seagate, Western Digital stocks soar as Morgan Stanley predicts crypt0 tailwind
What about WDC and STX? (The new Nvidia on the crypt.o?)
Robinhood is rejecting my short strangle option
Short (or long) term idea: Proof of space algorithms and storage capacity
Lots of technical analysis charts (TSLA, AMD, PTON, WDC, CAT, GLD, SPY, etc)
Western Digital and the great storage shortage. Long $WDC
HDD/SSD Shortages ($WDC and $STX Calls)
Western Digital (WDC) insane demand not priced into earnings
I’ve analyzed the growth of the followers for all US public companies in Twitter, FB, Instagram. Check out the top 3 ones with the fastest growth of followers over the past month.
WDC set to rise due to increased hard drive demand
$AMD Fair Value of $101 per Morningstar recent Analyses, up from $77
WDC sent a handwritten note and packet for the Humpback we adopted in WSBs Name. Cheers! Her name is MARS!
$WDC and $MU are going to the moon. 🚀🚀🚀 buy calls and profit
Mentions
$WDC - Western Digital Or if you want to do their spin off: $SNDK - Sandisk
If you had to pick one from each sector which ones would be your tops picks? CEG , MU , WDC , PRIM and APP ?
He's talking about RAM, not storage solutions. SNDK is up because SSD and HDD prices also went up due to AI, STC and WDC also went up 300% ytd at its ath too. Which is hilarious because SNDK's only product benefitting from this is selling their cheap and shitty SSDs to business clients, yet it still propelled their sales numbers like crazy Also you're not the first person I see mentioning SNDK when memory is talked about, y'all retards got lucky picking the wrong company from a different sector but still printed because it's adjacent.
Around 60-70%, thanks to WDC, SNDK
My top 5 stock picks with no explanation: MU,WDC, LLY, JNJ, CHRW Just wanted to share with yall what my crystal ball had to say
WDC MU call everyday. Ram is the new gold
GOOG apparently has about 7% of SpaceX, so you'll probably get a few shares of SpaceX in the IPO - the exact calculation will depend on the shares outstanding of GOOG, how much of that 7% they'll allocate to shareholders, the structure of the IPO, etc. e.g. I got 33 shares of Sandisk (SNDK) per 100 of Western Digital (WDC) when SNDK was split off.
That's because Blue Owl canceled the OCI DC in Michigan. Someone pulled the first OPENAI thread. Market looks to rebound on a core cpi, over or under, even if it comes in cool, is there a green light on AI plays. Maybe not IMO. Friday, triple witching day with more than STX, WDC, ON, GFS, LULU, CDW, Incl rebalancing. Nvda, msft, tsla, Google, and Apple rebalancing. Nasdaq - 1% Friday.if tomorrow is a rebound. If so TSLA moonshots, but Im guessing TSLA $440. MDB short alert if Orcl doesn’t buy. Not financial advice. Only for amusment purposes from a well regarded deginerate
I love MU SNDK and WDC
The way I pick tickers is: I have BarChart email me a list of tickers with weekly option where 100% of its technicals (MA crossovers) are signaling 'Buy'. Then on the weekend, I construct a quality factor 'Q' for each one: the bid for the nearest weekly put divided by its strike * 52, giving the maximum annualized return for selling that put. I select the 5 or 6 top payers, and sell enough weekly contracts on Monday to bring in my desired weekly credit. If a put gets too far ITM I may roll down & out during the week. Otherwise, I don't sweat assignments, since in these 100%Buy stocks, I can usually depend on making a profit on the call. This week I picked AG,APP,FN,LABU,TER, & WDC. Q's ranged from 113% to 206%. I haven't kept track of profits, but a 5 year backtest of weekly ATM SPY wheels was profitable every year.
All the Jerome Powell memes require harddrivrs WDC
Ram lasts a long time, storage fills up in a day WDC
WDC & AMPX are both AI exposed?
Companies with Indian influence. also WDC, also AMPX Honestly I’ve been a lil boring and holding lately
Don't think so. Look at each and every memory stock. STX,SNDK,WDC... All of them had bigger YTD growth compared to MU. But MU is the OG AI memory winner
Same, thanks to my boys at WDC
WDC $200 soon. Ram and SSD is the king 🦬🦬
WDC MU pumping everyday 🦬🦬🦬
Stocks that I like right now, no DD, pure crystal balls: MU, GOOG, GM, WBD, LLY, WDC, CAT
WDC, GLXY, SoFI Bed one, wed one, behead one
MU, WDC, STX, SNDK ripping
Idk, but so is WDC and STX, while MU dumps, might be about MU closing their consumer brand maybe, idk
Obv I'm talking about today regard, their peers are pumping rn like SNDK, WDC, STX
Bullish on WDC We go through tons of hard drives daily at work, not tons of gpus daily
memory bandwith in general is pumping, also look at MU, WDC, STX
I notice a few issues with your allocation. First, SanDisk (SNDK) no longer trades independently - it was acquired by Western Digital in 2016. That ticker is defunct. Also, your allocation is highly concentrated - nearly 40% in META alone, and you mentioned you're already tech-heavy. While META has performed well, this creates significant concentration risk. Consider: - Spreading allocations more evenly - Adding non-tech sectors for true diversification - Checking ticker accuracy (WDC for Western Digital) - Evaluating if an ETF like VGT might provide tech exposure with less single-stock risk Your cooling tech thesis with Vertiv is interesting, but data center infrastructure deserves more than just 5.7% if you believe in that trend.
All data storage companies are doing well. Seagate (STX), SanDisk (SNDK), Western Digital (WDC). That said, I only have Micron. Another company that, without confirming, may also benefit from data center stuff is Corning (GLW) just on the basis that one of the things they do is make fiber optic cables. Haven't deep dove on that though.
You don’t seem to see how vague your argument is. You haven’t named a single company it’s just “trust me, Palantir will be gone in the future.” That’s not an argument, it’s speculation. I’m not being triggered; your claim simply doesn’t make sense in the context of this sub. Last year I argued that Western Digital could be a winner in the hardware layer of the AI boom, and the response I got was that the only winners would be Nvidia or AMD. The idea that smaller or specialized companies can also capture meaningful value is often dismissed. Sometimes it’s just easier to put your money where your reasoning is. PLTR was $66 in Nov 2024 it now $165 in Nov 2025. I will just see what price PLTR is at in a year from now like I did with WDC.
I bought NVDA at 175 during the Bitcoin crash. Sold at 875 during the 100 dollar swings. Diversified the earnings. Bought Palantir at 13 and sold around 155. Picked up NVDA again, some QCOM and WDC. If I had stayed with NVDA would have made probably an extra 100k. You are killing it with NVDA. Very happy for you!
Can Lando win the WDC? Feeling a bit nervous.
Their GAAP net income was down 47% in their latest quarter. GAAP net income is expected to be zero in the current quarter. They are making some huge adjustments to arrive at non-GAAP earnings in the current quarter related to their separation from WDC. This is financial engineering at its best.
They spun off from WDC during a very bad period for flash memory, and the market rapidly improved right after the spinoff.
Sandisk (SNDK) to join the S&P 500. It’s returned +367% in 9 months since being relisted on the Nasdaq after separating from Western Digital (WDC), which is also up like +223% this year. 📈
SNDK added to S& P 500 tonight....up 17 points AH....thank you WDC.
I think MU WDC STX pumped a bit because SNDK inclusion
taking a gamble on CRSR, because SNDK and WDC are doing well, they may benefit as long as the AI trade is on
I have Nvidia, AMD, INTC, Broadcom, WDC and TSMC in my portfolio. Should I sell all these and invest in Google, Walmart, Berkshire, etc ? Or Should I hold and wait for an upside ?
They are a key supplier of memory (RAM and FLASH) and have secured long term contracts basically for all of their memory production but still can't fulfill the demand. WDC, STX were also pumping hard.
MU down more than 10% just today. WDC down 9.5% today. Ouch.
The whole sector is up. SNDK, WDC, STX
WDC -10% MU -11% BE -14% SNDK -20% LITE -13% CLS -10% #marketleaders
AMD MU WDC AVGO semi brothers all jumping off the bridge o7
when i heard warren buffet bough google i pulled all of my money out of MU, SNDK, and WDC. that was a week ago so far so good! normally i wouldnt mirror trade a boomer, but the market is so fucked i needed some grandpa investing advice
That might be true in the long term, but players like AMZN, META, and GOOG can afford to make that gamble. These are AA rated companies who can borrow at cheaper rates that the US Treasury can. We won't know for a while if their debt fueled CAPEX bet pays off or not. In the short to medium term, huge continued demand from those companies for the products made by NVDA, TSM, ASML, and WDC figures to only get stronger on the back of these bond offerings.
Maybe I'm stupid, but I don't understand why the consensus seems to be that META, Oracle, and Amazon issuing massive amounts of bonds to fund data center CAPEX is bearish for AI writ large. Won't that money be just be used to purchase more TSM and NVDA chips? It should be bullish for chip makers and ASML and data storage companies like STX and WDC.
Data center infrastructure that actually have good earnings are having a massive day, COHR, WDC, VRT, GEV
WDC has been my best performer this year. By no means a small company but I almost never see it mentioned
im reading their statement, they said: *Revenue for the six months ended September 30, 2025 was 791.1 billion yen, a decrease of 118.3 billion yen from the six months ended September 30, 2024.* *BUT their guidance is: As demand for data centers and Smart Device products is expected to remain strong, both revenue and profit for the third quarter are expected to increase from the second quarter of the consolidated fiscal year ending March 2026. +11 to +22% qoq revenue, + 15 to 60% (!) operating profit.* So in other words, the somehow managed to miss yoy revenue despite record high memory prices. but this seems to be a company specific issue (i got no idea how they fumbled), but has NOTHING to do with all the other players: MU, WDC, SNDK, even SK Hynix, Samsung are down. These are are tripple digit profits yoy, so clearly its not a sector issue. So yea, basically algos overreacted? If this is actually the explanation. Cuz so far i found NOTHING else to explain the random, sudden drop.
Something going on overseas. Memory makers like MU and WDC just rapidly dumped 3%, other semis following to lesser degree
Someone selling storage stocks (SNDK, STX, WDC, MU)
Poots... Fkk. I'm short WDC.
Looks like the market might open red, possibly slowing down because of Veterans Day. That could create some opportunities to build positions if prices dip. I’m watching $SNDK, $WDC, $MU and $STX. Selling continues in AI stocks, $CRWV still looks like a good LT buy. Until $NVDA reports earnings, no one can really say AI isn’t in a bubble. Keeping fingers crossed for strong earnings from $NBIS. $META also looks juicy for CSP, maybe the 580/560, 590/570, or 610/590 strikes. Pick based on your risk appetite. Also, to watch out $TSLA (any new announcements from Musk?) and lastly $NVDA, especially since SoftBank reportedly pulled out of their investment. Curious what kind of impact that will have. What do you think?
Thoughts on DRAM plays(STX, WDC, SNDK, Samsung, SK Hynix)?. They are absolutely running crazy this year and still feel undervalued with demand climbing even more in the future
WDC specializes in drives/days storage so this isn't a surprise I guess. Nice to see them finally get some much deserved attention
Is it worth going in on WDC at this point? How much more upside do they have?
WDC is still #1 https://preview.redd.it/wlpgpnnaxj0g1.png?width=856&format=png&auto=webp&s=04a6caeb418913d63062c9ebe2f85a4686c55b48
WDC and SNDK flying
True , I keep wanting to get calls but the IV is so high so thinking about doing it for MU or WDC instead 🥸
The risk for calls is too high for it in comparison to MU, WDC
Seagate and WDC are usuallly highlighted but Sundisk has been the craziest of them
Similiar with WDC, its up 135% in the last 3months. Storage was also part of the AI narrative the last few months
SNDK, WDC, and STX are solid and flying under the radar compared to the likes of the chip manufacturers and rack providers. I dunno how much growth there is left but they seem more stable and less volatile. Not sure why because they’re also at the whims of the tariffs but I suppose even if the AI bubble pops there is still a decent underlying demand for their products. They haven’t seemed to contort or morph themselves to cater to the AI trend that some vendors have. I’m also long on GLW for similar reasons.
Ehhh, they said the same thing about STX and WDC and both of those have ripped even higher. Probably same with CLS. Sometimes its better to jump on a momentum train then try to bet against it
Isn’t WDC, SNDK, and all those cyclical?
hey im sure no ones considering buying at a time like this, but what do you guys think of SNDK, STX, or WDC?
>Did some research and thought Duolingo looked solid — great fundamentals, strong growth, everything checked out. Really, everything checked out? Did you actually bother opening the chart? here is the daily chart with a few annotations to help: [https://imgur.com/a/Urzd4qv](https://imgur.com/a/Urzd4qv) Did you by any chance notice that since the April/May tarrif spasm the market(SPY) has only gone up, while DUOL has only gone down. And going down on heavy volume for the past 4 months. Im not a financial advisor and this isnt financial advice. So now compare DUOL to something like WDC: [https://imgur.com/a/2Y01C1j](https://imgur.com/a/2Y01C1j) . Which one has a better chance of going up? If you look at the WDC chart thats the type of stock you want to be selling CSP's on. Just a nice 45 degree channel upwards.
I went long WDC pre split in December. Wish I bought more SNDK after the fact. I feel like Sandisk hasn’t gotten the attention it deserves. Next quarter this thing is going to print cash based on how NAND has moved since 9/30.
PE ratios are very important for cyclical stocks like WDC. Very high level and obviously not ALWAYS the case but: When PE is really low, you sell. When PE is really high, you buy. Cyclicals usually bottom/top 3-6 months before EPS peaks/bottoms, so buying when PE keeps going up is usually a sign EPS has almost bottomed, and vice versa. But right now that trend isnt the case since DRAM prices are exploding and no one really knows how the contract prices will pay out or how long the supply demand imbalance will last
Might also just be better to buy STX or WDC calls since they're all the same trade anyways and IV isn't nearly as high.
Calls. Look at the other storage names. WDC, STX, MU. All crushed earnings. It'll be a big beat.
WDC is going to stay elevated until DRAM prices stop going up 20000% everyday (slight exaggeration)
As long as AI adjacent companies keep pumping it's a fake out. At least that's how I view it. WDC is riding the AI wave and it's up 3.4% today (lol).
Market roughly 4% off all time highs and people already panicking on /r/stocks "Market will continue to correct". Lmao. They will not know what hit 'em once the real correction comes, and it will! This is all a fake out, as long as trash like WDC, PLTR and co. are still hovering around all time highs.
STX, MU, and WDC holding up my port today 🫂 And a few random stonks too. Fake dump 🤏
AI components doing well today: STX, WDC, MU Should tell you where the real bottlenecks are, rotation into value :) Also since these are 'cyclicals' and up as the narrative shifts to the 'AI bubble popping', it shows no one thinks AI capex spending is backing down.
Made bank on STX and WDC earnings. Lost it all on HUT and QCOM earnings. What will coreweave earnings bring next week?
STX and WDC, for those asleep at the wheel. Everyone forgot all these data centers require memory
Why are MU, WDC, and sandisk up
MU was not exactly alone. WDC and STX were also way up today, even while NVDA and SMCI were down.
MU and WDC actually been going up everyday 🦬🦬
as a WDC owner, great earnings and only better in the future since AI need to be trained on data. Data storage is key, when we have Robos they will need to be trained on video data, likely more storage need
Should I just buy MU and WDC leaps atm and just go on with my life?
Don’t forget about WDC! Western Digital has to make the hard drives/ssds for all the crunching!
> Everyone is talking about recession. IMO, you have a market of sector haves and have nots and an economy that is K-shaped. It's been a good earnings season so far overall imo, but there are sectors of the market that are doing mediocre/horrible. The consumer is concerning - most of consumer staples has had a terrible last few years and that seems to be continuing. Look at a basket of staples (see: https://pbs.twimg.com/media/G4mVDCFXgAASA9U?format=png&name=large, or https://pbs.twimg.com/media/G4mVDCFXgAASA9U?format=png&name=large) and most of them have had a mediocre/terrible year or in a fair amount of cases, last 5 years. A lot of restaurant stocks have had a lousy year, some have had a lousy last 5. Target continues to be an example of people trading down. The largest pawn shop co (FCFS) had a record quarter the other day. The 6 mo chart of SFM looks like a biotech that had a failed trial. Not every consumer name has done badly of course, especially those catering to wealthy consumers - LVMH has rebounded off the summer lows, for example. However, look at some of those staples names in the links above and there's been some real obliteration. So much price was pushed by a lot of these companies in recent years and a lot of consumers have lessened their purchases or walked away entirely. Tech is doing well, a fair amount of industrials are doing well, healthcare seems to be doing okay and banks don't seem bad. Anyone benefitting from continued massive data center spending doing well. WDC gets a boost from STX earnings and one would think that when WDC has earnings a couple of days later, the STX-earnings boost would have priced good earnings in. Nope, WDC goes up another 10%. So, is everything broadly looking like it's starting to erode? No. Some companies are doing very well and some in particular might continue to if this level/pace of data center spend is maintained in the coming years. That said, the picture of the consumer is looking more concerning. Recession imminent? I don't think that's the case. Is everything doing well across the board? No and it becomes continuing to watch whether that stabilizes/improves or continues to erode. If the data center spending stopped tomorrow, that would be a *significant* impact, not only to tech but a fair amount of names in industrials, utilities and energy. If anything, the data center spending only seems to be increasing but if for some reason it stopped or even slowed, would be ugly.
Goddammit, I overslept and missed my chance to sell WDC for some profit. Guess I’ll just hold onto it. I wonder what caused TSSI to spike like that, not seeing any news.
WDC just lost all of its gains after earnings. and STX back at square one. I guess im holding for a long fucking time before I can sell. should've sold at open
i got slaughtered on the memory pullback $STX $WDC $SNDK
why tf is STX down 7%. thats some hefty profit taking if anything lol. Its pulling WDC down too although I wanzed to hold those for a bit more cuz earnings were amazing; im tempted to sell now. was up over 50% now just about 30ish%
Made a nice $2400 selling 4 WDC $142C around open. Should have used limit orders, would have made around $3700 if I did. Good learning experience
i bought a 7th nov 185 WDC call. Should i sell at open or let it rise?
I was right to think throwing equal money in all earnings on my watchlist would be net gain * AMZN: +13% * META: -13% * RDDT: +11% * MSFT: -3% * GOOG: +7% * WDC: +10% * STX: +19% Buttt... it requires discipline. META scared shit out of me so I threw smaller monies in RDDT AMZN WDC
How come I missed you fuckers saying to invest in hard drives STX and WDC have moved more in 6 months than they have over 20 years...
FTK pre-earnings upswing imminent WDC post earnings upswing confirmed
NET, TEAM, WDC all up on earnings. Good day.