I'm heavily invested in several storage names, including WDC. I've been through every piece of analysis I can find, and I'm convinced storage is here to stay. The boom and bust cycles feel like a thing of the past in an AI-driven world. MU is already booking long-term contracts through 2031. HDD remains the most cost-effective way to store large volumes of data, and AI is going to keep growing data demand exponentially over the long term. I'm holding every share I own of $Western Digital(WDC)$ , $Micron Technology(MU)$ , and $SanDisk Corp.(SNDK)$ , and I'm planning to add some $SK hynix(SKHY)$ to the mix as well. A few years from now, the memory bulls will be talking about how AI really did change the game.
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