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WDC stock guy

today a good entry point? why is it crashing?
aromatic stag film gay wizard
  08/12/21
hmm. seems like the immediate driver for today’s move ...
Motley Iridescent Nursing Home Police Squad
  08/12/21
wtf just happened?
aromatic stag film gay wizard
  08/25/21
$70 is a logical price
bistre public bath toilet seat
  08/25/21
based on what?
Motley Iridescent Nursing Home Police Squad
  08/25/21
WDC guy called it at $70 when it was $40 if I am not mistake...
bistre public bath toilet seat
  08/25/21
i’m “wdc guy” nigga. you think two differe...
Motley Iridescent Nursing Home Police Squad
  08/27/21
...
Motley Iridescent Nursing Home Police Squad
  08/25/21
https://www.wsj.com/articles/western-digital-in-advanced-tal...
Motley Iridescent Nursing Home Police Squad
  08/25/21
http://www.autoadmit.com/thread.php?thread_id=4658704&fo...
Motley Iridescent Nursing Home Police Squad
  08/25/21
presume good to hold long term through this consolidation? ...
aromatic stag film gay wizard
  08/25/21
Yes. This will be a 100% stock deal which normally should ma...
Motley Iridescent Nursing Home Police Squad
  08/25/21
Any noise from Seagate or Sandisk that could chip away at th...
bistre public bath toilet seat
  08/25/21
wdc owns sandisk. seagate is irrelevant here
Motley Iridescent Nursing Home Police Squad
  08/25/21
Great buy
lake cerebral locale
  10/29/21
What's up today?
aromatic stag film gay wizard
  01/28/22
WDC stock guy, what now?!
aromatic stag film gay wizard
  01/04/26
...
aromatic stag film gay wizard
  01/05/26
This may not make sense to poasters but there was a guy tout...
aromatic stag film gay wizard
  04/17/26
where are you man
aromatic stag film gay wizard
  05/28/26
yo
..;;.;;;;.;;..;.;;;;.;;..;;,;;,....
  06/25/26


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Date: August 12th, 2021 1:12 PM
Author: aromatic stag film gay wizard

today a good entry point? why is it crashing?

(http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2]#42935530)



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Date: August 12th, 2021 2:13 PM
Author: Motley Iridescent Nursing Home Police Squad

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

(http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2]#42935881)



Reply Favorite

Date: August 25th, 2021 2:14 PM
Author: aromatic stag film gay wizard

wtf just happened?

(http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2]#43007170)



Reply Favorite

Date: August 25th, 2021 2:16 PM
Author: bistre public bath toilet seat

$70 is a logical price

(http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2]#43007180)



Reply Favorite

Date: August 25th, 2021 2:42 PM
Author: Motley Iridescent Nursing Home Police Squad

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: bistre public bath toilet seat

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: Motley Iridescent Nursing Home Police Squad

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)



Reply Favorite

Date: August 25th, 2021 2:38 PM
Author: Motley Iridescent Nursing Home Police Squad



(http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2]#43007320)



Reply Favorite

Date: August 25th, 2021 2:38 PM
Author: Motley Iridescent Nursing Home Police Squad

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

(http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2]#43007317)



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Date: August 25th, 2021 2:40 PM
Author: Motley Iridescent Nursing Home Police Squad

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: aromatic stag film gay wizard

presume good to hold long term through this consolidation?

any other plays at today's high valuations?

(http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2]#43007607)



Reply Favorite

Date: August 25th, 2021 6:20 PM
Author: Motley Iridescent Nursing Home Police Squad

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

(http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2]#43008404)



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Date: August 25th, 2021 7:10 PM
Author: bistre public bath toilet seat

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)



Reply Favorite

Date: August 25th, 2021 8:19 PM
Author: Motley Iridescent Nursing Home Police Squad

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: lake cerebral locale

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: aromatic stag film gay wizard

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: aromatic stag film gay wizard

WDC stock guy, what now?!

(http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2]#49561343)



Reply Favorite

Date: January 5th, 2026 8:59 PM
Author: aromatic stag film gay wizard



(http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2]#49565478)



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Date: April 17th, 2026 8:33 PM
Author: aromatic stag film gay wizard

This may not make sense to poasters but there was a guy touting WDC stock like 5 years ago.

In 2025, WDC spun off SNDK.

SNDK has returned 1,700% since that date. WDC separately returned like 300%.

This guy was touting WDC, MU, SK Hynix etc. He is invariably rich no matter what position he took.

(http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2]#49824090)



Reply Favorite

Date: May 28th, 2026 10:51 PM
Author: aromatic stag film gay wizard

where are you man

(http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2]#49905950)



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Date: June 25th, 2026 8:56 PM
Author: ..;;.;;;;.;;..;.;;;;.;;..;;,;;,....


yo

(http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2]#49963130)