NVIDIA$Western Digital(WDC.US)
I’m staying bullish on Western Digital with a multi-year view.
Hyperscale cloud operators are locking in HDD storage well into the next decade, and WDC now sees exabyte demand growing over 25% annually.
To me, post-quantum security in high-capacity drives only adds to the moat. The market still treats storage like old hardware, but AI needs massive, secure storage just as much as compute.
I’m holding my position. Chasing weekly price swings is how you lose a great long-term setup.
@Bridge Buzz SG
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