$Western Digital(WDC.US)

I think the market is still underestimating how important storage becomes as AI infrastructure scales.

The obvious trade is GPUs, but all that data eventually has to be stored somewhere. What makes WDC interesting to me is the combination of rising capacity demand and a supply side that can’t respond overnight. That creates a setup where pricing power and margins can improve at the same time.

I’m less interested in the day to day moves around earnings. What I’m watching is whether this storage cycle is becoming structurally different from the last one. If hyperscaler and enterprise demand keep expanding, I think WDC could have more room to run than the market expects.

@Captain's Treasure