NVIDIA$Western Digital(WDC.US)
WDC is being driven higher by strong momentum in the storage infrastructure theme. The market is aggressively bidding up the stock following recent analyst upgrades.
The broader sector shows a structural shortage in high-capacity drives, which benefits both major players. While Seagate holds a premium due to its technology positioning, overall demand for data storage is strong enough for Western Digital to benefit alongside it.
My approach is to stay with my current position and avoid chasing strength during a vertical rally. The trend looks structural, but I’m watching upcoming corporate restructuring developments closely rather than adding at elevated levels.
@Bridge Buzz SG
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