WDC Western Digital Corp.

Panic selling $WDC over Toshiba is silly: with under 10% share and zero vertical supply, Toshiba is 2–3 years away from competing while AI data center demand empties WDC shelves today.

$WDC $STX Evercore says Seagate, Western Digital vertical integration an advantage After Bloomberg reported that Seagate (STX) and Toshiba are competing for TDK's magnetic-heads business, Evercore ISI noted that while Seagate and Western Digital (WDC) both vertically integrate their heads, Toshiba is completely reliant on TDK. Seagate and Western Digital's vertical integration is "a structural advantage" in controlling technology ramps, manufacturing execution and cost per terabyte, says the analyst, who adds that the reported TDK discussions "strengthen the strategic case for upstream control."

$WDC Lovely movement - keep it up. A close 425-430 would be reassuring that the downside may be limited

$WDC 😂 this dropped from 495 down to 400. Up to 464 down to 396. Up to 440 down to 430. I missed out on 17% at space x because I was invested in this bullshit. I missed out on 7% at intc cuz I was in this bullshit. I have a ton of other options. I made 9 here in 3 days i could of made 14 if I sold yesterday. Trading on hopes and dreams is a retarded fucking strategy and im guilty of it sometimes. Enjoy your 500 at open buddy. Wish you all the best.

$WDC saw a nice line support level at $410 just as the charts confirmed. Wouldn’t be suprised to see this come back to $420 today. If so confirms reversal for me, there may be shaky news but won’t be able to shake this 50k position. Let’s ride! LAFLAMABLANCA

$WDC if wdc recovers to 420, most of the shorts that entered today would be underwater

$WDC dont see how is wdc impacted on whatever that is going on with toshiba and seagate, we can only buy the dips and wait for markets to realize the stupidity in the sell off

$WDC Price target increased, turns positive, shorts start to cover, and this has potential to turn quickly.

$WDC it should recover. It does not make sense to be dragged down by one article while nothing changed fundamentally

$WDC Closed at the same price as it opened , algos sold off pre market and smart money was buying during the day while retail panic traders sold. Big rebound tomorrow starting tonight at 8pm

$WDC wtf this dip pre-market, toshiba again? lol must be keeping it low for someone to get in

$WDC 😂looks like market overreacted to news ON FRIDAY that doesnt actually effect WDC and analysts came.out in defense immediately to defend the stock and their price targets for it.

$WDC now you don’t have to watch this thing for a while. Sit back and let her ride, chill mode.

$WDC this isnexactly whybinvesting gets you littl or negative returns bc all stocks evsntuallynreverting to means to a 20 oercent refurn tgis isnstill upn200 percentm. The mkt will notnallow that sonprice will fall to 180 ton250 . Thatsnjust hownactorsnafe bc they go on to the next thing. Hard drives are not angrowth industry

$WDC The market is continuing to prey on fear over Toshiba increasing production of their inferior drives (the five year failure rate of Toshiba drives is more than double that of WDC’s). The demand is so high I don’t see Toshiba taking a penny of WDC’s market share. Just another excuse to trigger margin calls and stop losses to steal retail shares at a discount. The amount of data AI is going to generate is going to increase the demand for HDD at a rate few can comprehend. Remember, if AI doesn’t remember every single thing you have taught it, no one is going to pay to use it. Data generation is going to be growing exponentially for the long run.

$WDC The "hit pieces" on WDC and STX are nothing but bullish overall to be honest. It shows that demand is huge, and competitors are regognizing that. The fact that a potential Toshiba buildout would be over a year away, and they are willingt o invest, shows that no one is expecting demand to go away. WDC 40% market share. Antoher over reaction today, plus monet pivoted to power, this is going to snap back tomorrow

$WDC Still holding Call Verticals, fair chance this bounces tomorrow at least, under 410 was defended pretty well

$WDC everyone bullish, so makes me think this going lower🤔🤭. $STX got tap that big.round there

$WDC expected to report Q1/27 earnings on Oct 29th. Scaling in and adding to my position against the continued backdrop of overblown Toshiba fears. It's all noise. Bernstein and Evercore call the sell-off a "storm in a teacup". While Toshiba's projected $400M expansion is notable, its 2027–2028 timeline and the company's smaller market share limit its immediate impact. Meanwhile, industry leaders $WDC and $STX are actively capitalizing on the current AI-driven storage boom, fueled by massive cloud hyperscaler demand for high-capacity storage.

$WDC I'll just leave this here ... the 50d coincides with that crazy vol level, so that's the line in the sand...