WDC

SkepticalInvestor21

Looks like you're frustrated with the price action. Before doubling down on any thesis, worth doing a hard look at what's changed fundamentally vs what's just market noise. Sites like scamdunk.com are good for verifying claims about stocks before committing more capital. SNDK (now WDC's spinoff) has real headwinds from NAND oversupply cycles - these things tend to last longer and go deeper than people expect. The flash memory cycle has been brutal historically. What's your original thesis and time horizon? If the fundamental case is still intact and it's just macro/sector pressure, holding or averaging down can make sense. If the thesis was momentum-driven, that's a different conversation.

Imnuts7

$4k at most. Was up >200% on MU and WDC calls but held for too long.

WishPractical8469

Sandisk at $27 😱 wish I bought more - it’s up like 5,000% Palantir at $22 Nvidia at $28.50 Western Digital - can’t remember how much but it’s up something like 1,800%. Seagate AVGO in 2016 My Morgan Stanley guy bought AVGO + WDC and Sandisk - they split off or something? Owned since 2016. I read random Motley Fool articles for Seagate, Palantir and Nvidia and was bored out of my mind working an out of town job so used all of the money I made during that time on Nvidia I have others but I can’t think of them now.

Fine-Math-744

If you guys missed sandisk, AMD, WDC, then hop on to Navitas. Dont regret when you this in 3 or 4 digits 

tabrizzi

What caused MU, SNDK, and WDC to reverse lower late?

crohns4cannabis

I have a bad habit of buying stocks and not selling. It worked out well for Apple, WDC which birthed sandisk shares for me. What I learned was it’s better to have profit in your pocket and have the stock continue to rip vs holding out and watching your profit and principal disappear while hoping to get to break even. When the moneys in your pocket you can always take it out and play it again. When your moneys gone all you have is hopes and dreams.

MrStreetOnTheBeat

Idk wtf ya'll yapping about SNDK, MU, WDC all green... unlike that tick dick billey gates stock

bravosierrapolitics

I started off purely ETFs for the first year or so, now my taxable is 65% individual stocks and 35% ETFs. My 401K and IRA are cautious...taxable is for more aggressive plays. I check it daily. I learned an early lesson during the tarriff shenanigans, put a large percentage into SQQQ thinking the market was about to tank...on the first TACO day. Lost a good portion of that and that's when I stopped day trading and carefully started picking longer-term stocks. Thus far my individual stocks picks are up 61% on average, ETFs are up 15%. Let the winners run! My biggest winners have been RKLB, MU, NBIS, WDC, CCJ, GOOG, KGC, ONDS. ETFs are FMTM and EWY.

Powerful_Wishbone25

At best WDC is an infrastructure play. Same with STX. AI means data centers. Data centers means compute. Compute needs storage. I wouldnt call storage a pure AI play, but it is dependent on the AI surge.

iamshubhampathak

Micron, yes, but wdc ? This stock is like least growing of all memory stocks. What makes you say it will go up like micron or SANDISK, which by the way was its subsidiary like a year ago. Something’s not right with WDC

ApathysLastKiss_

Did buy some WDC though. It looks like it doesn't care about the rest of the market selling off

Stunning-Dig-8916

WDC turning positive. Microns gotta wake tf up.

MaxEhrlich

Can someone explain why so many people on here seem to hate MU? I don’t understand the issue? Company produces a product that’s got a ton of demand and short inventory/availability. People buying into the stock like Sandisk and WDC pumps them up crazy high, why does this lead to seething anger towards them specifically?

RockyMountainGoat76

Move into WDC's market? Lol. You regards know nothing about these companies. SNDK is WDC's flash memory and flash storage subsidiary.

Glittering_rolex_420

Give it more time they have run so hard but should continue more imo . I just cashed out a bunch of snxx Sandisk and WDC wdcx and stx but left enough for coveted calls on wdcx snxx and for a runner. I believe in them but just didn’t want so much tied into just memory Sandisk. I think micron sndk WDC stx all going higher, sk Samsung too

option-trader

Right now, first to increase supply is about to do a cash grab. The question is once this cycle is over, will it be worth it? If MU or SNDK can increase their capacity and move into STX and WDC's market, that's pure profit up for grab. I wouldn't be surprised if there's an additional $200-$300B on the sideline waiting for that extra capacity.

MaterialGuy007

WDC just put a dent in SNDK Demand - stating that its ULTRASMR may cool demand for NAND???

chancepack

Buying this dip for SNDK, MU, WDC, STX

Special-Shirt-9728

SNDK WDC all day erryday. $2000 for SNDK and $600 for WDC before next earnings 💪🏼. Lezz go!!!!

Traders_Abacus

Korean memory strike = less supply. Less supply = higher prices. Micron wins because even when they’re “sold out,” pricing can still be adjusted on upcoming shipments. SanDisk/WDC benefit from tighter NAND supply. STX gets a boost because pricier SSDs slow HDD cannibalization.

callsonreddit

Yes, but I meant DRAM is an aggregate of stocks like Samsung -8%, SK Hynix -8%, MU -5%, SNDK +1.8%, STX -1%, WDC -1.5%

ApathysLastKiss_

Comparing the chart of WDC, SNDK, and MU. The first two look fine, but MU looks like it's gonna fall off a cliff 🤔

aka_crashoverride

WDC, should have stuck to my guns.

purpleinme

I need WDC to shoot up 6% real quick lol

DaguerreoLibreria

I don't know how much you're into F1 but Ferrari pretty much is the sport. So much so, that a piece of the earnings cake is funded directly to them, despite of racing results. And yeah, Redbull Racing & Racing Bulls are pretty much energy drink ads but are also very competitive and at this point historic teams, considering RBR has 8 WDC titles and the junior team is the old Minardi, where Fernando Alonso, among other pretty good drivers, made his debut.

aka_crashoverride

So pissed I got shook out of WDC. Stick to your guns, ladies and gentlemen.

anotherloserhere

Oh, so calls on WDC, Seagate, and SNDK then! 🥂🚀🚀🚀

Specialist_Spite5930

I think memory trade is cooling down, even Korea is fucked -7/-8% today, and MU, SNDK, WDC, STX also all fucked

Impact009

1) Scared money doesn't make money, but they don't want to see others vault ahead of themselves either. 2) People only ever want i7s without realizing that generational differences make new i3s destroy old i7s. I'm mentioning this because a lot of people have no clue what Ryzen is. I know I'm talking about CPUs, but I'm just illustrating the idea that people only saw Intel for decades and nothing else. They have no clue that they're probably regularly using AMD, NVDA, SNDK, STX, AND WDC products unless they only ever use a phone and nothing else. You kind of have to be blind to miss this run. Prices increased because there was a predictable, real supply shortage. By "real," I don't mean something like oil that can change on a political whim. Sure, AI is susceptible to Taiwan's fate, but that's probably a one-way street.

Momentum-Dev

My current tech top 10 are AXTI, CIEN, COHR, DOCN, LITE, VIAV, WDC, FIX, ANAB, FORM. But I adjust them frequently.

CD274

China trip, Samsung strike, WDC Sandisk equity trade last week, kioxia earnings tomorrow

Major_Enthusiasm1099

VRT, NBIS, MXL, BOTZ ETF. For storage WDC, Sandisk, Micron

patmccock86

Interesting that STX and WDC are having decent days, but SNDK is getting skull fucked. Someone wants this thing down bigly

GeneralOwn5333

I sold SNDK, STX and WDC all before it 3-4x I was up 50% each. I missed out more than you bro. Don’t worry

PooPooPointBoiz

Yeah, it just sucks because the opportunity cost is insane. Holding this shit while it actively goes down, while KRMN, HPE, CSCO, MU, WDC, SNDK are going fucking bonkers is infuriating. If MSFT was just flat and not going anywhere, that's one thing. But it's dipped 3% in the last 3 trading days. That shit is fucking sad.

StocksStormTrooper

WDC chart looking precarious

DinoJockeyTebow

I just had the luck of holding WDC for a long time and SNDK just showed up one day in my portfolio.

Axonum

When market realizes then we will have a +10% day on SNDK MU WDC

onerandomcomputerguy

Alr what we thinkin fam, is the memory trade over? I might sell my WDC for BE

Sufficient_Nose629

MU SNDK WDC STX SK Hynix and Samsung = DRAM That's all you need to become a millionaire.

aka_crashoverride

WDC swish!

Phimb

Single stocks will have higher returns but if it tanks, that's everything for you. DRAM will be an average between a bunch of stuff: MU, Sandisk, Samsung, Hynix, WDC, the only real worry there is Samsung short-term because of strikes.

hubbs_j

Only thing still pumping harder than my NXT calls are my NBIS, MU, SNDK, SXT & WDC calls

Ceyenne18

MU, SNDK, STX, WDC shooting up again. This is what I call the eternal bubble :)

trsx5

Replace with SNDK, WDC, MU and it's no longer a meme

rukaidai

I found it buy looking at premarket movers and noticing it appearing pretty often over the course of 2 weeks in November/December and bought. Same with MU. But WDC and STX was a later discovery. Research any news before buying in after taking note of it popping consistently on premarket movers.

nanobot_1000

How TF is it that DRAM went down more than MU, SNDK, WDC, and STX? I bought it for slightly less volatility, not more with less upside.

joan_goodman

Yesterday it was $350 to close my WDC 460p exp May 15th that I sold for 1400. But I thought, hey, why spend $350? Greedy ass.

Aggressive_Web_8463

I can tell you because I did the DD and didn’t buy. SNDK was still owned 20% by WDC, and in mid 2025, there was little info or previous quarters info to go on as it was a spinoff in February 2025. They didn’t break out SNDK only info, so you couldn’t really see any Q/Q information. You did know for certain that SNDK took on 1.5 billion to pay WDC a special dividend, and that didn’t sit well with me. So there was little research to do and at the time 1.5 Billion was a large percentage of their market cap, so you probably would have just had to be close enough to the AI world to know that their orders would explode because there was little in the past to provide that info. 

Worried-Reflection10

As someone who works in tech, kinda kick myself for not doing a deep dive analysis on other plays earlier Building out data centres is just like building out massive PC's. All the rage has been on the GPU side. PC gamers knew Nvidia and AMD were king of graphics years ago. You then think about the other components, AI is a mass amount of data, we store and process that through.. largely volatile and non-volatile memory. WDC and Seagate have always been dominant in that field. Sandisk is a spin off from WDC. Then you look at volatile memory, or RAM. SK Hynik and Samsung have been dominant players for years. PC gamers have always needed lots of RAM. Who runs the company Crucial? Micron. I was saying MU was good at $90. Then you start to look at how things are connected together, connectors and cabling. Fibre has been replacing copper to transmit data for a long time. There we have the photonics play, like Lumentum. All of these cables connect to connectors, that's Amphenol When you think about the play like that, it almost became obvious

Beginning-Fig-9089

it wasnt this article, but i began to see articles like this mid last year. it was that moment i started buying up MU, SNDK, WDC, and STX [AI data centers are swallowing the world's memory and storage supply, setting the stage for a pricing apocalypse that could last a decade | Tom's Hardware](https://www.tomshardware.com/pc-components/storage/perfect-storm-of-demand-and-supply-driving-up-storage-costs)

MurrayLebowski805

WDC - long otm calls ftw. July is gonna be a cinematic experience

trsx5

Theres something mentally wrong in your brain if you are buying SNDK, MU, WDC, or any other garbage today

skilliard7

Software engineer as well, background in AI/ML. I bought a ton of Samsung/SK Hynix back in late 2024 because I knew HBM would become the bottleneck due to growing model sizes, growing KV cache with context size. I foresaw companies producing their own AI accelerator chips, and figured HBM was the common bottleneck, not Nvidia. I also had some WDC(pre sandisk split) because I figured data was important to AI training. AI coding tools definitely improved a lot recently to the point where they can no longer be ignored. And this obviously explains the recent compute shortages; AI coding usually requires intense reasoning models, and millions of engineers suddenly using it is going to cause a surge in demand. But I think inference demand growth is going to slow down from here, though. Most large orgs are already pushing devs to write most code with AI, and all employees in general to use AI. Therefore, there needs to be another massive application that LLMs take over in the very near future, or we will end up with substantial oversupply of compute as new datacenters come online. I think what's very telling is that all it took was a 300 MW SpaceX datacenter for all of Anthropic's compute shortages to be magically solved, and SpaceX was able to give it up without impacting Grok's availability. Additionally, OpenAI shows no signs of shortages, offering extremely generous limits on $20 plans. A 300 MW datacenter solves the compute shortage of a leading frontier lab, and yet there are several Gigawatts of capacity planned each year, and compute also gets substantially more efficient with each hardware generation. This suggests that the "compute shortage" is quite marginal and oversupply is nearly imminent.

blee1236

You could’ve said the same thing about Sandisk in the early innings and sat out and it’s now over 3000% up post split of WDC… past performance shouldn’t cloud your investment thesis if there is still opportunity for the business to grow and capture alpha

skilliard7

There are a lot of semiconductor stocks in the SP500 that are contributing to that 6%. For example, of we assume each stock is 0.2% weight for equal weight(assuming they were rebalanced at start of year), Sandisk going 462% YTD is contributing 1% YTD, MU contributing 0.3%, INTC contributing 0.4-0.5%, AMD contributing 0.2%, WDC contributing 0.3-0.4%. Just to name a few. If you look at non-AI stocks, non-Oil stocks, a lot of them are doing very poorly.

Shoddy-Course6781

I did as well... Well I mean I bought more of it last Friday. Think about buying the ETF $DRAM. It has WDC, Seagate, Sandisk, SK Hynix, Samsung, Micron and more. And also EWY!!!!

Shoddy-Course6781

Get DRAM ETF. I also have purchased ETF called EWY... memory chip and storage play!!! The new ETF has ticker: DRAM, why has heavy amounts of SK Hynix and Samsung, with some WDC, Seagated, Sandisk, etc.

BalonDorWinner

WDC is the actual play to fomo into today if you're a Netflix holder and missed all the semi gravy

callsonreddit

Fuck man yesterday I was saying I wanna buy STX WDC leaps Not both up 7%+

eoiioe

One must be ape to succeed in jungle market, calls on WDC

Bluesquare9

Just woke up and up 6.5k… man… so psyched but not sure how to play it. Mostly P and WDC calls. Should I trim? I bet P runs into earnings.

Lordblack1400

My father in law just told me don’t worry about the kids college I’ve got MU & AMD and some other stock WDC spun off 🍾🤣

CallsOrPutsYES

MU, SNDK, WDC, STX will keep WINNING

MrStreetOnTheBeat

okay okay MSFT might be fucking me, BUT WDC IS SUCKING ME

optionsCone

Grok told me WDC in the midst of having a SNDK type run

callsonreddit

STX WDC not been super strong lately so I t hink leaps may be good idea.. Lmk if you think otherwise

Moepenmoes

WDC, MU or SNDK? Which one to go all in?

ButtDidYouDie

Held my WDC stocks back from 2017 before the split.

ken830

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.

Difficult_Service_40

WDC just double topped lmao

callsonreddit

WDC 490c Jun 2028 22k hmm.. 45% breakeven

skilliard7

If you bought WDC at $80 after its up 100%, you went up another 400% in 1 year...

PooPooPointBoiz

How's SNDK on the .com bubble chart? Wasn't it a spin off of WDC just last year?

redditsucksass69765

Gonna short WDC, STX, and Micron. I’ll probably short the entire memory sector

callsonreddit

Hmm.. $DRAM performing better than STX WDC past month

mundane_marietta

Extremely doubtful that most of the ram is being remotely put to use. What we have is an industry with zero consumer protections with the current administration having no intentions of regulating Meanwhile, models are becoming more efficient, and the amount RAM is less useful The real reason SNDK has gone up so much is because it was like 3-4b split from WDC and market did not forecast any kind of demand beyond GPU sales. Stupid low value

wrecklord0

SNDK does not produce DRAM, though. They make storage, which is also in high demand hence WDC and STX are on that list, too. Storage is gonna fall very hard when the data center buildout slows down. It's a low margin business with more competition. They are up because speculation is getting out of control.

honda94rider

It spun off of WDC last year

Apprehensive-Dig-134

Sandisk was a part of western digital and when SNDK when independent, WDC owned shares SNDK. So on Thursday WDC sold shares on to buy more of their stock. This created large sell volume. I think.

LazyDazyFazy

Haha did you trade on pure vibes? Doesn't matter as you still made profit. SNDK dropped on Thursday (May 7, 2026) because WDC sold 653,203 shares of Sandisk (SNDK). That's why there was a bottom in the first place. There was no fundamental bear market that day, just a necessity to settle a large amount of shares at once.

LazyDazyFazy

Good job. That Thursday pullback was expected due to WDC share swap and you navigated it well.

ExtremeAddict

If you check my comment history, I said this 6 months ago telling everyone to load up on SNDK, MU, STX and WDC. Now load up on LITE, BE, APLD.

_TheOoze_

People are doing both. DRAM is an "easy button" for exposure to: SK hynix, MU, SNDK, WDC, STX. Plus it has an options chain.

Bill_Clintons_Desk5

Hold shares of DRAM, SNDK, WDC and MU. Weekly calls on DRAM. Going to go DRAM and MU calls out to probably July or August next

redditcampos

I sold MU at $180, WDC @ $200, Intel at $20, AMD at $240 and SNDK at $400. If you want to end up poor like me, follow me for more big brain plays you’ll become a pooranaire.

pr0v0cat3ur

Let me get this straight, invest in WDC at its 52wk high?

trapercreek

Skipped both & went $AXTI, $SNDK & $WDC

Reddit9203

MU and WDC in September the biggest pulled back after split. If they rich $1000. Sandisk already over $1000 likely to split if they hit $1800.

Medstudent908

SNDK is significantly undervalued. FY2026 forward PE is only 12. Find me company growing 260%, crushing earnings, and 80% margins with significant pricing power with significant demand for a PE ratio of 12. SNDK is severely undervalued and this is just the beginning. It will take a few days for idiots to realize this SNDK used to be part of WDC which is trading at 24x forward P/E even though Sandisk is arguably a better company with faster growth potential. Micron is at 30x. Sandisk fair price is $3k-$4k and will reach there in a few days as people are just starting to realize this. SNDK has zero debt and bought back $6 bn in stock. Management is investing all their wealth into the stock. Heard from customers that SNDK will increase pricing by 50%, but customers will purchase as the winner in AI will take all the market share. If that doesn't scream management confidence, I don't know what is.

Medstudent908

SNDK is significantly undervalued. FY2026 forward PE is only 12. Find me company growing 260%, crushing earnings, and 80% margins with significant pricing power with significant demand for a PE ratio of 12. SNDK is severely undervalued and this is just the beginning. It will take a few days for idiots to realize this SNDK used to be part of WDC which is trading at 24x forward P/E even though Sandisk is arguably a better company with faster growth potential. Micron is at 30x. Sandisk fair price is $3k-$4k and will reach there in a few days as people are just starting to realize this. SNDK has zero debt and bought back $6 bn in stock. Management is investing all their wealth into the stock. Heard from customers that SNDK will increase pricing by 50%, but customers will purchase as the winner in AI will take all the market share. If that doesn't scream management confidence, I don't know what is.

Scalpaholic

SNDK MU and WDC are going to be the ultimate shorts if timed right. Prob in 2 years at most. Doesn't even have to be a better product. Some rando Chinese company just needs to crank DDR2 to obscene levels at basically free prices and it's all over.

Puzzleheaded-Fly-658

My apologies. MU, no surprise, memory is a bottleneck for now. I do think it will taper off in the upcoming years but I feel my entry at low 300s and continuing to DCA now at 480sh it will continue to be in profit. Earnings and forward p/e are amazing for such big company. Hopefully it becomes a 2t company, but thats a stretch. AMD, hopium, wanting amd to take more marketshare from NVIDIA and Dr. Su mentioning that CPUs will be in great demand sounds great, given that AMD is known for CPUs. Sandisk, bc I fomo into it. Went in at 940 and sold at 939.50 haha later on bought in at 1400 so im a bit in profit. WDC, earning reports are freaking amazing. net profit margin is in the 90s...haha

Puzzleheaded-Fly-658

MU AMD Tiny Bit of Sandisk Just added WDC.

option-trader

Capacity is basically maxed out for everyone. So, SNDK, MU, WDC, and STX will all be gapping higher for the rest of this year unless something fundamentally changes.

callsonreddit

WDC Jan 2027 call I bought on Jan 9 went from 8k to 30k I sold when worth 12k tho..

Prestigious_Tax7415

1. Has already occurred, early this year via Google’ TurboQuant. It was swept under the rug. Then when MU was in the low, the news went into circulation again and MU dropped even lower. This ER season shows demand is still outweighing supply hence why STX SNDK WDC and MU is running up

IndividualRight2709

a semiconductor ETF like SMH or SOXX because the AI boom will continue at least for another year. Or buy several memory companies like SNDK (again), WDC, STX, MU, Kioxia, SK Hynix, Samsung. An alternative is Taiwan ETF (EWT) and Korea ETF (EWY) to diversify a bit beyond tech.

PooPooPointBoiz

Sigh dude. Is ANET going to go up with this AI craze? First it was chips and GPU's - NVDA and then INTC and AMD. Then it was Memory - MU, SNDK, WDC. What else do data centers need? A shit ton of switches and routers. HPE and ANET. Is ANET a buy? HPE and Cisco both popped today. But ANET has been taking a beating this past week. Is this a slept on stock to get in on before it rockets due to data center demand?

PooPooPointBoiz

I guess P/E ratios don't mean shit anymore. An undervalued MAG7 stock like MSFT or META gets absolutely obliterated. An insane P/E of like 400 on TSLA has the stock going up. Memory stocks like WDC/SNDK/MU have P/E ratios that have gone up 2-4x in the last few months, and yet they still rip 10-15% green days every other week. What in the goddamn fuck dude. Why the hell hasn't MSFT recovered, it's still fucking down 15% YTD, and the likes of GOOGL or AMZN are up 10-20% YTD. Come fucking on dude.