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WDC stock guy

today a good entry point? why is it crashing?
Fuchsia library laser beams
  08/12/21
hmm. seems like the immediate driver for today’s move ...
arousing poppy house rigor
  08/12/21
wtf just happened?
Fuchsia library laser beams
  08/25/21
$70 is a logical price
Salmon haunted graveyard love of her life
  08/25/21
based on what?
arousing poppy house rigor
  08/25/21
WDC guy called it at $70 when it was $40 if I am not mistake...
Salmon haunted graveyard love of her life
  08/25/21
i’m “wdc guy” nigga. you think two differe...
arousing poppy house rigor
  08/27/21
...
arousing poppy house rigor
  08/25/21
https://www.wsj.com/articles/western-digital-in-advanced-tal...
arousing poppy house rigor
  08/25/21
http://www.autoadmit.com/thread.php?thread_id=4658704&fo...
arousing poppy house rigor
  08/25/21
presume good to hold long term through this consolidation? ...
Fuchsia library laser beams
  08/25/21
Yes. This will be a 100% stock deal which normally should ma...
arousing poppy house rigor
  08/25/21
Any noise from Seagate or Sandisk that could chip away at th...
Salmon haunted graveyard love of her life
  08/25/21
wdc owns sandisk. seagate is irrelevant here
arousing poppy house rigor
  08/25/21
Great buy
charcoal dopamine hospital
  10/29/21
What's up today?
Fuchsia library laser beams
  01/28/22
WDC stock guy, what now?!
Fuchsia library laser beams
  01/04/26
...
Fuchsia library laser beams
  01/05/26


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Date: August 12th, 2021 1:12 PM
Author: Fuchsia library laser beams

today a good entry point? why is it crashing?

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



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Date: August 12th, 2021 2:13 PM
Author: arousing poppy house rigor

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=2Ã#42935881)



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Date: August 25th, 2021 2:14 PM
Author: Fuchsia library laser beams

wtf just happened?

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



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Date: August 25th, 2021 2:16 PM
Author: Salmon haunted graveyard love of her life

$70 is a logical price

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



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Date: August 25th, 2021 2:42 PM
Author: arousing poppy house rigor

based on what?

(http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2Ã#43007342)



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Date: August 25th, 2021 7:09 PM
Author: Salmon haunted graveyard love of her life

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=2Ã#43008675)



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Date: August 27th, 2021 12:58 AM
Author: arousing poppy house rigor

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=2Ã#43016516)



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Date: August 25th, 2021 2:38 PM
Author: arousing poppy house rigor



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



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Date: August 25th, 2021 2:38 PM
Author: arousing poppy house rigor

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=2Ã#43007317)



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Date: August 25th, 2021 2:40 PM
Author: arousing poppy house rigor

http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41165186

(http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2Ã#43007329)



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Date: August 25th, 2021 3:47 PM
Author: Fuchsia library laser beams

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=2Ã#43007607)



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Date: August 25th, 2021 6:20 PM
Author: arousing poppy house rigor

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=2Ã#43008404)



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Date: August 25th, 2021 7:10 PM
Author: Salmon haunted graveyard love of her life

Any noise from Seagate or Sandisk that could chip away at this?

(http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2Ã#43008681)



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Date: August 25th, 2021 8:19 PM
Author: arousing poppy house rigor

wdc owns sandisk. seagate is irrelevant here

(http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2Ã#43008993)



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Date: October 29th, 2021 6:40 AM
Author: charcoal dopamine hospital

Great buy

(http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2Ã#43348617)



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Date: January 28th, 2022 12:03 PM
Author: Fuchsia library laser beams

What's up today?

(http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2Ã#43862262)



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Date: January 4th, 2026 11:21 AM
Author: Fuchsia library laser beams

WDC stock guy, what now?!

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



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Date: January 5th, 2026 8:59 PM
Author: Fuchsia library laser beams



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