$Western Digital(WDC.US)
WDC is sitting near $486 after management pushed its long-term exabyte growth forecast above 25%. The market feels distracted by daily tech noise, but the bigger signal is still rising storage demand.
AI infrastructure needs are forcing hyperscalers to secure capacity well in advance, in some cases out toward 2031. That gives WDC a stronger runway, especially if revenue scales faster than fixed costs.
I’m fine staying patient here. This is less about chasing the next move and more about letting a long storage cycle unfold.
@Bridge Buzz SG
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