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WDC stock guy
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Date: August 12th, 2021 1:12 PM Author: dashing confused corn cake today a good entry point? why is it crashing? (http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2Ã#42935530) |
Date: August 12th, 2021 2:13 PM Author: Lime Mother 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: dashing confused corn cake 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: Deranged Cheese-eating Water Buffalo National $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: Lime Mother 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: Deranged Cheese-eating Water Buffalo National 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: Lime Mother 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: Lime Mother (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: Lime Mother 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: Lime Mother 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: dashing confused corn cake 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: Lime Mother 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: Deranged Cheese-eating Water Buffalo National 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: Lime Mother 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 comical cruise ship 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: dashing confused corn cake 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: dashing confused corn cake 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: dashing confused corn cake (http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2Ã#49565478) |