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WDC stock guy

today a good entry point? why is it crashing?
stirring flesh place of business
  08/12/21
hmm. seems like the immediate driver for today’s move ...
Sienna Chad Kitty
  08/12/21
wtf just happened?
stirring flesh place of business
  08/25/21
$70 is a logical price
Razzmatazz aggressive library
  08/25/21
based on what?
Sienna Chad Kitty
  08/25/21
WDC guy called it at $70 when it was $40 if I am not mistake...
Razzmatazz aggressive library
  08/25/21
i’m “wdc guy” nigga. you think two differe...
Sienna Chad Kitty
  08/27/21
...
Sienna Chad Kitty
  08/25/21
https://www.wsj.com/articles/western-digital-in-advanced-tal...
Sienna Chad Kitty
  08/25/21
http://www.autoadmit.com/thread.php?thread_id=4658704&fo...
Sienna Chad Kitty
  08/25/21
presume good to hold long term through this consolidation? ...
stirring flesh place of business
  08/25/21
Yes. This will be a 100% stock deal which normally should ma...
Sienna Chad Kitty
  08/25/21
Any noise from Seagate or Sandisk that could chip away at th...
Razzmatazz aggressive library
  08/25/21
wdc owns sandisk. seagate is irrelevant here
Sienna Chad Kitty
  08/25/21
Great buy
Hideous Elastic Band Center
  10/29/21
What's up today?
stirring flesh place of business
  01/28/22
WDC stock guy, what now?!
stirring flesh place of business
  01/04/26
...
stirring flesh place of business
  01/05/26
This may not make sense to poasters but there was a guy tout...
stirring flesh place of business
  04/17/26


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Date: August 12th, 2021 1:12 PM
Author: stirring flesh place of business

today a good entry point? why is it crashing?

(http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2:#42935530)



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Date: August 12th, 2021 2:13 PM
Author: Sienna Chad Kitty

hmm. seems like the immediate driver for today’s move is morgan stanley downgrading micron. but micron sells mainly DRAM chips with different demand drivers than wdc’s hard drives + flash.

lemme think more about whether this is a good near term entry point. but if you have a longer term horizon it’s a steal. there are some obvious catalysts on the horizon (eg kioxia’s imminent ipo) that do not seem reflected in the valuation

(http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2:#42935881)



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Date: August 25th, 2021 2:14 PM
Author: stirring flesh place of business

wtf just happened?

(http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2:#43007170)



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Date: August 25th, 2021 2:16 PM
Author: Razzmatazz aggressive library

$70 is a logical price

(http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2:#43007180)



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Date: August 25th, 2021 2:42 PM
Author: Sienna Chad Kitty

based on what?

(http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2:#43007342)



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Date: August 25th, 2021 7:09 PM
Author: Razzmatazz aggressive library

WDC guy called it at $70 when it was $40 if I am not mistaken, this was logical advice.

(http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2:#43008675)



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Date: August 27th, 2021 12:58 AM
Author: Sienna Chad Kitty

i’m “wdc guy” nigga. you think two different xo posters thought of western digital in this cesspool of retarded ark/crypto memeing?

(http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2:#43016516)



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Date: August 25th, 2021 2:38 PM
Author: Sienna Chad Kitty



(http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2:#43007320)



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Date: August 25th, 2021 2:38 PM
Author: Sienna Chad Kitty

https://www.wsj.com/articles/western-digital-in-advanced-talks-to-merge-with-kioxia-in-20-billion-plus-deal-11629914820?mod=hp_lead_pos3

my entire premise for this stock turned on virtually certain flash memory consolidation

(http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2:#43007317)



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Date: August 25th, 2021 2:40 PM
Author: Sienna Chad Kitty

http://www.autoadmit.com/thread.php?thread_id=4658704&forum_id=2#41165186

(http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2:#43007329)



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Date: August 25th, 2021 3:47 PM
Author: stirring flesh place of business

presume good to hold long term through this consolidation?

any other plays at today's high valuations?

(http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2:#43007607)



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Date: August 25th, 2021 6:20 PM
Author: Sienna Chad Kitty

Yes. This will be a 100% stock deal which normally should make you nervous bc of dilution. But this is a very special case.

Here’s the global flash memory market (sk Hynix and intel have already merged):

https://blocksandfiles.com/wp-content/uploads/2020/08/2Q20-NAND-suppliers-revenue-share.jpg

There’s only room for maybe 3 large players globally because it requires gigantic fixed costs. So it’s been horrifically unprofitable lately bc of oversupply.

Kioxia and WDC merging would help everyone including themselves obviously. And normally it’d be a nightmare to combine different technologies, but these two have been sharing the same tech + facilities under JVs since 2016.

So tldr yes you should hold imo. Micron could be interesting to watch as well since I’m guessing they’ll sell their flash business to wdc too before long

(http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2:#43008404)



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Date: August 25th, 2021 7:10 PM
Author: Razzmatazz aggressive library

Any noise from Seagate or Sandisk that could chip away at this?

(http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2:#43008681)



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Date: August 25th, 2021 8:19 PM
Author: Sienna Chad Kitty

wdc owns sandisk. seagate is irrelevant here

(http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2:#43008993)



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Date: October 29th, 2021 6:40 AM
Author: Hideous Elastic Band Center

Great buy

(http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2:#43348617)



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Date: January 28th, 2022 12:03 PM
Author: stirring flesh place of business

What's up today?

(http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2:#43862262)



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Date: January 4th, 2026 11:21 AM
Author: stirring flesh place of business

WDC stock guy, what now?!

(http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2:#49561343)



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Date: January 5th, 2026 8:59 PM
Author: stirring flesh place of business



(http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2:#49565478)



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Date: April 17th, 2026 8:33 PM
Author: stirring flesh place of business

This may not make sense to poasters but there was a guy touting WDC stock like 5 years ago.

In 2025, WDC spun off SNDK.

SNDK has returned 1,700% since that date. WDC separately returned like 300%.

This guy was touting WDC, MU, SK Hynix etc. He is invariably rich no matter what position he took.

(http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2:#49824090)