$Western Digital(WDC.US)
Context: Western Digital trades at a persistent valuation discount to Seagate despite sitting inside the exact same enterprise hard drive duopoly. Cloud demand for high capacity nearline drives is driving gross margin expansion, yet stock market pricing still lags behind fundamental cash flow generation.
My trade: Holding my shares and letting the valuation gap close.
Takeaway: Buying unsexy infrastructure bottlenecks at a discount is my favorite way to compound capital.
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