NVIDIA$Western Digital(WDC.US)
WDC sold off sharply today as weakness across semiconductor and storage names erased recent gains. Dilution concerns from convertible note actions and the completed SanDisk share exchange likely added pressure.
But I don’t think the data center story has changed. AI still needs massive nearline storage, and tight supply could remain a multi-year theme.
I see this as a conviction test, not a fundamentals breakdown. For me, the key is to ride out the technical pressure without getting shaken out.
@Bridge Buzz SG
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