NVIDIA$Western Digital(WDC.US)
The stock pulled back over five percent but the story hasn't changed.
Western Digital is now a pure HDD play with huge AI driven demand for high capacity drives. Production is sold out through 2028 and they have solid long term contracts locked in.
In my opinion this feels like classic short term noise. AI infrastructure spending isn't slowing and WDC is positioned perfectly for it with their roadmap heading toward much larger drives.
I'm staying put and thinking about adding here. The setup still looks strong for patient holders.
@Bridge Buzz SG
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