$Western Digital(WDC.US)
I’m still holding Western Digital. Evercore ISI raised its price target from $500 to $575 and kept its Outperform rating, mainly due to rising storage demand from AI infrastructure.
Most people focus on GPUs and compute, but AI also needs massive amounts of high-performance storage to handle all the data being created and used.
For me, this is about the bigger picture. Storage may not be as exciting as chips, but it is a necessary part of AI infrastructure. As long as that demand continues, I’m willing to stay patient rather than react to every short-term move.
@Bridge Buzz SG
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