To The Moon

$Western Digital(WDC)$ I'm perfectly okay with this hitting 350 this week. We're in the early stages of memory demand. WDC cannot keep up with the orders. More contracts are in the works. High revenue and profits. This is not a broken company. Just a lot of noise.

$Western Digital(WDC)$ Holding steady and not selling. I've heard people say WDC and STX have no protection or no moat around them, but that's just not how I see it. The best moat here is that this is a duopoly. Even if Toshiba manages to buy TDK and eventually starts selling storage, it's still a duopoly. This price drop is nothing more than a far more attractive PE ratio. At these prices it's a value play with no end in sight for the buildout. I'm not happy it's down, very unhappy, but I'm not selling.

$Western Digital(WDC)$ The analyst follows the stock or the stock follows the analyst? Microsoft got downgraded by nearly every analyst in July and Sept. 26, and now they've started upgrading it after a 40%+ rally in a short span. So are analysts independent, manipulated, or just doing their homework properly? Same will be the case for WDC.

$Western Digital(WDC)$  Momentum investors loved Western Digital and drove the stock price above six hundred dollars. Now a substandard investment firm lowers its guidance on this powerhouse HDD company, and I'm supposed to run for the exits?

$Western Digital(WDC)$ This one hasn't even run yet compared to the others. I'll keep adding slowly on the dips.

$Western Digital(WDC)$ Every week there's another "this is the real test" headline. It isn't a test. It's manipulation. Most of those headlines don't hold up if you actually look into them.

$Western Digital(WDC)$ Another story that looks designed to push WDC and other names lower and shake out retail. China's CXMT announced "key progress" on a chip structure that Samsung and SK Hynix are also pursuing. The CXMT news has zero fundamental impact on Western Digital, yet the stock dropped 2% at the open, which conveniently hits stop losses. WDC is an HDD company. CXMT makes DRAM. WDC does not make DRAM. HDD production for the rest of 2026 is already 100% sold out. So in short, thanks for the extra dip.

$Western Digital(WDC)$ The stock is consolidating. The whole tech sector was down hard, and this one only dropped seven points. That's not a big deal. It's coiled up like a spring and should shoot higher on October 16.

$Western Digital(WDC)$  WDC didn't drop as much as STX today, so that feels like a good sign. I think WDC offers better upside potential at this low level.

$Western Digital(WDC)$ Toshiba news, now OpenAI news? Casino owners never lose. Sticking to my view here, the company I'm betting on is solid.