$Western Digital(WDC.US)

Western Digital continues to prove its technological lead with the successful rollout of HAMR and the new forty terabyte hard drives. Being the preferred partner for the world largest data centers is a massive competitive advantage that keeps their pricing power very strong.

The shift toward higher capacity enterprise drives is clearly reflected in their record breaking exabyte shipments this quarter. As long as the demand for cost effective massive storage remains a priority for AI infrastructure, I believe WDC stock still has significant room to run.

@Bridge Buzz SG