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WDC stock guy
| henna dilemma | 08/12/21 |
| odious haunted graveyard organic girlfriend | 08/12/21 |
| henna dilemma | 08/25/21 |
| Marvelous boistinker mexican | 08/25/21 |
| odious haunted graveyard organic girlfriend | 08/25/21 |
| Marvelous boistinker mexican | 08/25/21 |
| odious haunted graveyard organic girlfriend | 08/27/21 |
| odious haunted graveyard organic girlfriend | 08/25/21 |
| odious haunted graveyard organic girlfriend | 08/25/21 |
| odious haunted graveyard organic girlfriend | 08/25/21 |
| henna dilemma | 08/25/21 |
| odious haunted graveyard organic girlfriend | 08/25/21 |
| Marvelous boistinker mexican | 08/25/21 |
| odious haunted graveyard organic girlfriend | 08/25/21 |
| bronze flickering den giraffe | 10/29/21 |
| henna dilemma | 01/28/22 |
| henna dilemma | 01/04/26 |
| henna dilemma | 01/05/26 |
Poast new message in this thread
Date: August 12th, 2021 1:12 PM Author: henna dilemma today a good entry point? why is it crashing? (http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2"#42935530) |
Date: August 12th, 2021 2:13 PM Author: odious haunted graveyard organic girlfriend hmm. seems like the immediate driver for today’s move is morgan stanley downgrading micron. but micron sells mainly DRAM chips with different demand drivers than wdc’s hard drives + flash.
lemme think more about whether this is a good near term entry point. but if you have a longer term horizon it’s a steal. there are some obvious catalysts on the horizon (eg kioxia’s imminent ipo) that do not seem reflected in the valuation |
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Date: August 25th, 2021 2:14 PM Author: henna dilemma wtf just happened? (http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2"#43007170) |
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Date: August 25th, 2021 2:16 PM Author: Marvelous boistinker mexican $70 is a logical price (http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2"#43007180) |
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Date: August 25th, 2021 2:42 PM Author: odious haunted graveyard organic girlfriend based on what? (http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2"#43007342) |
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Date: August 25th, 2021 7:09 PM Author: Marvelous boistinker mexican WDC guy called it at $70 when it was $40 if I am not mistaken, this was logical advice. (http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2"#43008675) |
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Date: August 27th, 2021 12:58 AM Author: odious haunted graveyard organic girlfriend i’m “wdc guy” nigga. you think two different xo posters thought of western digital in this cesspool of retarded ark/crypto memeing? (http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2"#43016516) |
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Date: August 25th, 2021 2:38 PM Author: odious haunted graveyard organic girlfriend (http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2"#43007320) |
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Date: August 25th, 2021 2:38 PM Author: odious haunted graveyard organic girlfriend https://www.wsj.com/articles/western-digital-in-advanced-talks-to-merge-with-kioxia-in-20-billion-plus-deal-11629914820?mod=hp_lead_pos3
my entire premise for this stock turned on virtually certain flash memory consolidation |
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Date: August 25th, 2021 2:40 PM Author: odious haunted graveyard organic girlfriend http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41165186 (http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2"#43007329) |
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Date: August 25th, 2021 3:47 PM Author: henna dilemma presume good to hold long term through this consolidation?
any other plays at today's high valuations? |
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Date: August 25th, 2021 6:20 PM Author: odious haunted graveyard organic girlfriend Yes. This will be a 100% stock deal which normally should make you nervous bc of dilution. But this is a very special case.
Here’s the global flash memory market (sk Hynix and intel have already merged):
https://blocksandfiles.com/wp-content/uploads/2020/08/2Q20-NAND-suppliers-revenue-share.jpg
There’s only room for maybe 3 large players globally because it requires gigantic fixed costs. So it’s been horrifically unprofitable lately bc of oversupply.
Kioxia and WDC merging would help everyone including themselves obviously. And normally it’d be a nightmare to combine different technologies, but these two have been sharing the same tech + facilities under JVs since 2016.
So tldr yes you should hold imo. Micron could be interesting to watch as well since I’m guessing they’ll sell their flash business to wdc too before long |
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Date: August 25th, 2021 7:10 PM Author: Marvelous boistinker mexican Any noise from Seagate or Sandisk that could chip away at this? (http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2"#43008681) |
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Date: August 25th, 2021 8:19 PM Author: odious haunted graveyard organic girlfriend wdc owns sandisk. seagate is irrelevant here (http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2"#43008993) |
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Date: October 29th, 2021 6:40 AM Author: bronze flickering den giraffe Great buy (http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2"#43348617) |
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Date: January 28th, 2022 12:03 PM Author: henna dilemma What's up today? (http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2"#43862262) |
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Date: January 4th, 2026 11:21 AM Author: henna dilemma WDC stock guy, what now?! (http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2"#49561343) |
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Date: January 5th, 2026 8:59 PM Author: henna dilemma (http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2"#49565478) |