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WDC stock guy

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


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Date: August 12th, 2021 1:12 PM
Author: stirring tantric kitty cat garrison

today a good entry point? why is it crashing?

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



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Date: August 12th, 2021 2:13 PM
Author: Flickering cruel-hearted theater dog poop

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=2betting#42935881)



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Date: August 25th, 2021 2:14 PM
Author: stirring tantric kitty cat garrison

wtf just happened?

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



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Date: August 25th, 2021 2:16 PM
Author: wine stimulating stage

$70 is a logical price

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



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Date: August 25th, 2021 2:42 PM
Author: Flickering cruel-hearted theater dog poop

based on what?

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



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Date: August 25th, 2021 7:09 PM
Author: wine stimulating stage

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=2betting#43008675)



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Date: August 27th, 2021 12:58 AM
Author: Flickering cruel-hearted theater dog poop

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=2betting#43016516)



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Date: August 25th, 2021 2:38 PM
Author: Flickering cruel-hearted theater dog poop



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



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Date: August 25th, 2021 2:38 PM
Author: Flickering cruel-hearted theater dog poop

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=2betting#43007317)



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Date: August 25th, 2021 2:40 PM
Author: Flickering cruel-hearted theater dog poop

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

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



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Date: August 25th, 2021 3:47 PM
Author: stirring tantric kitty cat garrison

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=2betting#43007607)



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Date: August 25th, 2021 6:20 PM
Author: Flickering cruel-hearted theater dog poop

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=2betting#43008404)



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Date: August 25th, 2021 7:10 PM
Author: wine stimulating stage

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

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



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Date: August 25th, 2021 8:19 PM
Author: Flickering cruel-hearted theater dog poop

wdc owns sandisk. seagate is irrelevant here

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



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Date: October 29th, 2021 6:40 AM
Author: slimy chapel dopamine

Great buy

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



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Date: January 28th, 2022 12:03 PM
Author: stirring tantric kitty cat garrison

What's up today?

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



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Date: January 4th, 2026 11:21 AM
Author: ..;;.;;;;.;;..;.;;;;.;;..;;,;;,....


WDC stock guy, what now?!

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



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Date: January 5th, 2026 8:59 PM
Author: ..;;.;;;;.;;..;.;;;;.;;..;;,;;,....




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