$Western Digital(WDC.US)
Memory stocks sold off hard today as macro fears triggered profit-taking across semiconductor hardware. The panic ignored still-tight supply in high-capacity enterprise storage.
Demand for dense storage to support next-gen computing remains intact. This feels more like leveraged positions being flushed out than a change in fundamentals.
To me, sharp drops like this are more about testing positions than killing the thesis. For WDC, I’m watching whether enterprise storage pricing holds. So far, the core story still looks intact.
@Bridge Buzz SG
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