WDC
6 tracked calls · 5 long · 1 short · last 90d: 4L/1S
first called by All-In Podcast 6mo ago
LONG3w ago
“Meta secured multi-year supply agreements across key biologic inputs, including Samsung for memory, SanDisk for flash... sandus agreement is notable because it frames flash storage as strategic a and ”ThreadGuy
SanDisk's multi-year supply agreement with Meta re-rates flash storage from a generic commodity to a strategic AI infrastructure input.
WDCLONG@ $595.85
$549.67-7.75%
since call Jul 9
SHORT3w agoFLIPPED
“we're no longer going to be pigeonholed to just buying micron and sandisk and all these other memory companies and it's a commodity nobody has a moat and it's going to get destroyed this is going to b”ThreadGuy
Chinese memory suppliers capturing 13% of the market will flood the industry with cheap supply and obliterate margins for Western Digital's SanDisk unit.
WDCSHORT@ $550.30
EXIT$588.41-6.92%
since call Jul 8
flipped Jul 9 · held 1d · record frozen at -6.92%
Trade on Robinhood →LONG4w ago
“Memory
SK Hynix $000660.KS
Kioxia Holdings $258A.T
Western Digital $WDC
Seagate $STX
Sandisk $SNDK”P Equity Research 📰
AI storage demand for training datasets and model checkpoints lifts HDD makers; Western Digital named in the Memory layer of the supply chain map
WDCLONG@ $584.60
$549.67-5.98%
since call Jun 27
LONG4w ago
“Memory
SK Hynix $000660.KS
Western Digital $WDC
Seagate $STX
Sandisk $SNDK”P Equity Research 📰
AI data center storage demand drives HDD supercycle, with Western Digital as the pure-play hard disk drive beneficiary
WDCLONG@ $584.21
$549.67-5.91%
since call Jun 27
LONG1mo ago
“NOR Flash and SLC NAND contract prices increased over 100% in the first half of 2026 … TrendForce projects continued price increases in 2H26…”Semi Doped · Vikram Sekar
AI buildout starves mature-node memory, NOR Flash and SLC NAND prices keep ripping higher.
WDCLONG@ $752.18
$549.67-26.92%
since call Jun 18
LONG6mo ago
“the signal into the the makers has exploded... it will take us about 18 months to digest. The prices will stay high.”All-In Podcast
Memory makers locked into 18 months of high prices as HBM demand explodes and crowds out other DRAM
WDCLONG@ $236.22
$549.67+132.69%
since call Jan 23
peak +143.9%