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WDC stock guy
| Fantasy-prone reading party | 08/12/21 |
| Indigo tattoo kitchen | 08/12/21 |
| Fantasy-prone reading party | 08/25/21 |
| misanthropic exhilarant kitty cat box office | 08/25/21 |
| Indigo tattoo kitchen | 08/25/21 |
| misanthropic exhilarant kitty cat box office | 08/25/21 |
| Indigo tattoo kitchen | 08/27/21 |
| Indigo tattoo kitchen | 08/25/21 |
| Indigo tattoo kitchen | 08/25/21 |
| Indigo tattoo kitchen | 08/25/21 |
| Fantasy-prone reading party | 08/25/21 |
| Indigo tattoo kitchen | 08/25/21 |
| misanthropic exhilarant kitty cat box office | 08/25/21 |
| Indigo tattoo kitchen | 08/25/21 |
| Azure multi-colored station lettuce | 10/29/21 |
| Fantasy-prone reading party | 01/28/22 |
| Fantasy-prone reading party | 01/04/26 |
| Fantasy-prone reading party | 01/05/26 |
| Fantasy-prone reading party | 04/17/26 |
| Fantasy-prone reading party | 05/28/26 |
| Fantasy-prone reading party | 06/25/26 |
Poast new message in this thread
Date: August 12th, 2021 1:12 PM Author: Fantasy-prone reading party today a good entry point? why is it crashing? (http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2#42935530) |
Date: August 12th, 2021 2:13 PM Author: Indigo tattoo kitchen 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 |
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Date: August 25th, 2021 2:14 PM Author: Fantasy-prone reading party 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: misanthropic exhilarant kitty cat box office $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: Indigo tattoo kitchen 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: misanthropic exhilarant kitty cat box office 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: Indigo tattoo kitchen 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: Indigo tattoo kitchen (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: Indigo tattoo kitchen 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 |
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Date: August 25th, 2021 2:40 PM Author: Indigo tattoo kitchen 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: Fantasy-prone reading party presume good to hold long term through this consolidation?
any other plays at today's high valuations? |
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Date: August 25th, 2021 6:20 PM Author: Indigo tattoo kitchen 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 |
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Date: August 25th, 2021 7:10 PM Author: misanthropic exhilarant kitty cat box office 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: Indigo tattoo kitchen 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: Azure multi-colored station lettuce 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: Fantasy-prone reading party 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: Fantasy-prone reading party 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: Fantasy-prone reading party (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: Fantasy-prone reading party 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. |
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Date: May 28th, 2026 10:51 PM Author: Fantasy-prone reading party where are you man (http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2#49905950) |
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Date: June 25th, 2026 8:56 PM Author: Fantasy-prone reading party yo (http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2#49963130) |