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WDC stock guy

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


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Date: August 12th, 2021 1:12 PM
Author: vigorous harsh library

today a good entry point? why is it crashing?

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



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Date: August 12th, 2021 2:13 PM
Author: yellow slap-happy yarmulke

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=2Elisa#42935881)



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Date: August 25th, 2021 2:14 PM
Author: vigorous harsh library

wtf just happened?

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



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Date: August 25th, 2021 2:16 PM
Author: razzle lodge selfie

$70 is a logical price

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



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Date: August 25th, 2021 2:42 PM
Author: yellow slap-happy yarmulke

based on what?

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



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Date: August 25th, 2021 7:09 PM
Author: razzle lodge selfie

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=2Elisa#43008675)



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Date: August 27th, 2021 12:58 AM
Author: yellow slap-happy yarmulke

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=2Elisa#43016516)



Reply Favorite

Date: August 25th, 2021 2:38 PM
Author: yellow slap-happy yarmulke



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



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Date: August 25th, 2021 2:38 PM
Author: yellow slap-happy yarmulke

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=2Elisa#43007317)



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Date: August 25th, 2021 2:40 PM
Author: yellow slap-happy yarmulke

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

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



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Date: August 25th, 2021 3:47 PM
Author: vigorous harsh library

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=2Elisa#43007607)



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Date: August 25th, 2021 6:20 PM
Author: yellow slap-happy yarmulke

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=2Elisa#43008404)



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Date: August 25th, 2021 7:10 PM
Author: razzle lodge selfie

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

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



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Date: August 25th, 2021 8:19 PM
Author: yellow slap-happy yarmulke

wdc owns sandisk. seagate is irrelevant here

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



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Date: October 29th, 2021 6:40 AM
Author: Chocolate Locus Mexican

Great buy

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



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Date: January 28th, 2022 12:03 PM
Author: vigorous harsh library

What's up today?

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



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Date: January 4th, 2026 11:21 AM
Author: vigorous harsh library

WDC stock guy, what now?!

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



Reply Favorite

Date: January 5th, 2026 8:59 PM
Author: vigorous harsh library



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