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WDC stock guy

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


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Date: August 12th, 2021 1:12 PM
Author: Iridescent razzle-dazzle sanctuary alpha

today a good entry point? why is it crashing?

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



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Date: August 12th, 2021 2:13 PM
Author: bossy cracking forum

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=2Reputation#42935881)



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Date: August 25th, 2021 2:14 PM
Author: Iridescent razzle-dazzle sanctuary alpha

wtf just happened?

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



Reply Favorite

Date: August 25th, 2021 2:16 PM
Author: abusive address

$70 is a logical price

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



Reply Favorite

Date: August 25th, 2021 2:42 PM
Author: bossy cracking forum

based on what?

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



Reply Favorite

Date: August 25th, 2021 7:09 PM
Author: abusive address

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=2Reputation#43008675)



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Date: August 27th, 2021 12:58 AM
Author: bossy cracking forum

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=2Reputation#43016516)



Reply Favorite

Date: August 25th, 2021 2:38 PM
Author: bossy cracking forum



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



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Date: August 25th, 2021 2:38 PM
Author: bossy cracking forum

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=2Reputation#43007317)



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Date: August 25th, 2021 2:40 PM
Author: bossy cracking forum

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

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



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Date: August 25th, 2021 3:47 PM
Author: Iridescent razzle-dazzle sanctuary alpha

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=2Reputation#43007607)



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Date: August 25th, 2021 6:20 PM
Author: bossy cracking forum

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=2Reputation#43008404)



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Date: August 25th, 2021 7:10 PM
Author: abusive address

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

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



Reply Favorite

Date: August 25th, 2021 8:19 PM
Author: bossy cracking forum

wdc owns sandisk. seagate is irrelevant here

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



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Date: October 29th, 2021 6:40 AM
Author: Internet-worthy mad-dog skullcap rehab

Great buy

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



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Date: January 28th, 2022 12:03 PM
Author: Iridescent razzle-dazzle sanctuary alpha

What's up today?

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



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Date: January 4th, 2026 11:21 AM
Author: Iridescent razzle-dazzle sanctuary alpha

WDC stock guy, what now?!

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



Reply Favorite

Date: January 5th, 2026 8:59 PM
Author: Iridescent razzle-dazzle sanctuary alpha



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



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Date: April 17th, 2026 8:33 PM
Author: Iridescent razzle-dazzle sanctuary alpha

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=2Reputation#49824090)