$Western Digital(WDC.US)
From my point of view, the split from SanDisk has turned WDC into a more focused leader in enterprise storage. It is impressive how the company has made traditional hard drives essential to the generative AI boom, shifting their image from outdated hardware to critical infrastructure.
Supply remains tight while demand for large-scale data storage keeps growing. As long as WDC maintains its lead in HAMR technology and continues to meet margin targets, I believe it will remain a strong performer in my tech portfolio through 2026.
@Bridge Buzz SG
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