NVIDIA$Western Digital(WDC.US)
Took a small hit on my WDC position (-1.89%), but I’m staying calm for now. The recent pullback in memory stocks seems driven by short-term concerns like capex increases and pricing pressure, but I feel the reaction might be a bit overdone.
With ongoing discussions around long-term contracts and strong demand from cloud players, I still think the broader memory cycle has room to run. For me, this is more of a learning moment about volatility rather than a reason to panic.
@Bridge Buzz SG
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