$Western Digital(WDC)$  This is exactly what I was talking about. It's one of just four stocks where I bought the dip recently. Appreciate the pullback.

$Western Digital(WDC)$ $SK hynix(SKHY)$ $SanDisk Corp.(SNDK)$ $Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$ $Micron Technology(MU)$ Memory and storage has been holding up pretty well so far.

$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $Roundhill Memory ETF(DRAM)$ $SK hynix(SKHY)$ $Western Digital(WDC)$ $Micron Technology(MU)$ Micron's Chief Business Officer confirmed they've essentially killed the traditional memory cycle. Customers got so anxious about securing multi-year AI-related supply that Micron pioneered Strategic Customer Agreements, binding 3-5 year LTAs with floor pricing. They were the first in the industry to work on this with customers, and they believe they've signed the most SCAs.

$SanDisk Corp.(SNDK)$ There's an investor day and a major announcement scheduled for this morning, which looks like a big moment both for the company and the broader space. The setup feels very bullish.

$Western Digital(WDC)$  Volume came in at just 1.4 million after the bell, same pattern as the last two days. Feels like they are slowly walking it back toward 500.

$Western Digital(WDC)$ Our upcoming and cutting-edge technology revenue suggests we should be at a higher market cap than Seagate. We have less debt, are still in turnaround status, and surpass Seagate revenues with the best technology, including the superior upcoming High Bandwidth Technology that solidifies our position as the top HDD AI company. So we should be trading about 25% higher, or roughly $112 higher right now. That would put it above $572.

$Western Digital(WDC)$ The crowd seems to want this at 500 and isn't selling before that. We're moving up on volume, and it looks like they're walking it up. Make them pay the price.

$Western Digital(WDC)$ A million in volume during the regular session sends it flying, like what we saw Monday, but those after-hours million-volume prints don't have the same effect. Pretty clean timing on the entry. That's also two days in a row now where a 1 million volume candle shows up right at 4 pm.

$Western Digital(WDC)$ CRWV and SMCI seem to be giving pretty clear signals on AI data center demand, along with all the infrastructure that feeds into them.

$Western Digital(WDC)$ WDC at $440 per share, Sandisk at $1,375. SNDK will probably climb to $2,000 over the next few months, possibly as soon as Dec. 2026. WDC, if it gets lucky, might break to $500 by Dec. 2026.

Anthropic just signed a $9.1 billion deal with Riot Platforms, the Bitcoin miner that recently started moving into AI data center capacity. Riot shares jumped 25% in after-hours trading on the news. Riot will supply 191 megawatts of computing from its Rockdale, Texas campus, which is roughly enough to power 143,000 homes. The contract runs for 20 years, through June 2048, with the option to extend twice by five years each. That could push total sales as high as $16.1 billion. $Riot Platforms(RIOT)$  $HIVE Digital Technologies Ltd(HIVE)$  $Bitdeer Technologies Group(BTDR)$  $Western Digital(WDC)$ 

$Western Digital(WDC)$  Someone was calling for a full walk back to $370. If that actually happens, I'd likely load up heavily. The whole setup feels pretty wild right now.

$Western Digital(WDC)$ Sentiment on this board has been swinging back and forth — bullish, then bearish, then bullish, and now bearish again.

$Western Digital(WDC)$ Are we really stuck here? I don't think so personally, but I'd like to hear how some more experienced traders and investors are reading this. Not looking for hype or baseless pessimism, just genuinely trying to get a better sense of things.

$Western Digital(WDC)$  The pullback since the June high has been pretty brutal. It almost feels like the stellar earnings from last quarter never happened, but they did. Guidance was even higher than expected, yet the stock price just isn't in sync with the forward guidance.

$Western Digital(WDC)$ Looks like a technical bounce to 475 could play out soon, maybe in the next couple of days, and then move higher from there. The drop into the close came on low volume. If it holds, there's a path back to 500-515 by next week. Volume, charts, and patterns matter here.

$SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ $Western Digital(WDC)$  Market makers are incredibly patient. The whole idea seems to be to shake out retail and get them to sell, so they can pick up shares at cheaper prices. Shorts are just adding fuel to that. Honestly, if they flipped and started buying instead, it would be a win-win. A lot of CEOs have openly talked about securing long-term contracts and keep saying this is not just a cycle, that the boom is going to continue, but it feels like no one is really listening.

$Western Digital(WDC)$  Someone asked earlier why STX is up today while WDC is down, and whether they're basically the same company. Honestly, right now STX might just be operating relatively better. If you listen to the conference call, the very first question, and several after that, touched on this directly. But stepping back a bit helps. Over the last 2+ years, WDC took a different path on large HDDs. They developed and shipped SMR and ePMR large drives, while STX focused on getting HAMR to volume shipments. WDC's route was less risky and delivered quicker returns. STX has been working on HAMR for decades, going back to the Bill Watkins era. Through the 2020 to 2023 downturn, WDC looked like the safer bet, an

$Western Digital(WDC)$ It got smacked despite strong growth and stellar earnings. I think it'll eventually recover and make the manipulation look pretty foolish when the fundamentals are this solid. It's turning into both a value and growth story. My view is it's worth 750. Adding more to my position.

Did an iron condor on $Western Digital(WDC)$ , 420/425 500/505 for 0.93. Hoping it bleeds faster than AMD.