RandyHall
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$Western Digital(WDC)$ The stock is consolidating. The whole tech sector was down hard, and this one only dropped seven points. That's not a big deal. It's coiled up like a spring and should shoot higher on October 16.
$Western Digital(WDC)$  WDC didn't drop as much as STX today, so that feels like a good sign. I think WDC offers better upside potential at this low level.
$Western Digital(WDC)$ Toshiba news, now OpenAI news? Casino owners never lose. Sticking to my view here, the company I'm betting on is solid.
$Western Digital(WDC)$ Buying more, chart play for me. No bad technicals. Catalyst coming. Patience pays.
$Western Digital(WDC)$ I think the market is mis-pricing this now by at least -28%, but since it's all algo driven, the trading machines could make another dive to the 380 level for a flush out. If that happens, I'd be ready to buy with both hands. Last earnings call beat all estimates and their forward guidance remains rosy, with no slowdown in demand other than the fear-monger news that Toshiba could produce more low-quality HDDs in 2-3 years away. Forward PE will be compressed to 10-12x. At the enterprise level, including multinationals that run their own data centers, we do not buy Toshiba made drives now because of their high failure rate. Toshiba used to be good, but they are really bad now. Only STX and WD make the call in quality enter
$Western Digital(WDC)$ I love when the price reverses. It exposes the undercover bears as they try to inject fear. Trust the technicals. Very nice support between $400 - $405.
$Western Digital(WDC)$  The 20.8 FY27 EPS is based on the current Q1 27 EPS of 4.07. WDC guided Q1 in the 4-4.15 range, with the whisper number at 4.21. Seagate and WDC are both trading between 20-22x. I don't think they would guide 4.15 without being able to hit it. My guess is we settle in the mid 400's once the earnings dust clears. Any other thoughts?
$Western Digital(WDC)$  The market punished WDC as if Toshiba could suddenly flood the HDD market, but Toshiba is starting from a much smaller base and WDC has advantages Toshiba doesn't have, including its own media/head capabilities and a large installed customer base. I'm leaning bullish here.
$Western Digital(WDC)$ $Samsung Electronics Co., Ltd.(SSNLF)$ WDC should move higher tomorrow. Samsung earnings could act as a positive catalyst for Asian and US semi, chip, and HDD names.
$Western Digital(WDC)$  Heavy call volume showing up here — 38,319 calls against 19,962 puts, with the put/call ratio at 0.521. That's nearly 2:1 call dominance. Call sizzle hit 0.969 versus 0.573 for puts, so buyers were actively paying up at the ask. There's also large block accumulation across the Oct 16 $405, $410, and $450 calls, looking at a pre-earnings bounce. And then there's that single LEAP trade — 200 Jan 2028 $590 calls at $73.25, over $1.46M in cash premium, targeting $600+.
$Western Digital(WDC)$ I'll keep adding. This chart setup isn't going to stay under the radar. Holding 50k worth right now.
$Western Digital(WDC)$  It's holding up pretty well considering others in the sector are down more. That just adds to the overreaction narrative.
$Western Digital(WDC)$  I don't see how WDC is impacted by whatever is going on with Toshiba and Seagate. At this point, buying the dips and waiting for the market to realize the sell-off is overdone seems like the only move.
$Western Digital(WDC)$ This overreaction to Toshiba looks ridiculous. It will take them over a year to double up their production, and by that time WDC will be at 500 to 600. Thanks for the cheap shares again.
Panic selling $Western Digital(WDC)$  over Toshiba seems silly. Toshiba has under 10% share and no vertical supply, so they're still 2-3 years away from being a real competitor, while AI data center demand is already clearing out WDC's shelves.
$Seagate Technology PLC(STX)$ Wall Street wants cheaper shares before the rally. Funny how everything looked fine, and then Barrons dropped two hit pieces premarket. $Western Digital(WDC)$  $Invesco QQQ(QQQ)$  $SPDR S&P 500 ETF Trust(SPY)$ 
$Western Digital(WDC)$  Market makers play their games, and buying the dips is just how it works.
$Western Digital(WDC)$ Looks like someone is playing games again. I loaded up heavily under $400 before, and I would do the same again. Wall Street apparently enjoys giving money away and making people wealthier. I'm all for it. Keep those questionable Toshiba articles coming, and I'll keep picking up 800-1000 shares at a time under $400 on WDC.
$Western Digital(WDC)$ Pre-market dip on Toshiba again? Feels like someone's keeping it low to get in.
$Western Digital(WDC)$  The market overreacting? No way. But the price is the price, and that's all that matters... sigh. We'll see if it recovers. I'm not selling here.

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