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WDC stock guy
| Green Sinister Meetinghouse | 08/12/21 |
| Hairless Sexy Community Account | 08/12/21 |
| Green Sinister Meetinghouse | 08/25/21 |
| Pungent Diverse Resort Filthpig | 08/25/21 |
| Hairless Sexy Community Account | 08/25/21 |
| Pungent Diverse Resort Filthpig | 08/25/21 |
| Hairless Sexy Community Account | 08/27/21 |
| Hairless Sexy Community Account | 08/25/21 |
| Hairless Sexy Community Account | 08/25/21 |
| Hairless Sexy Community Account | 08/25/21 |
| Green Sinister Meetinghouse | 08/25/21 |
| Hairless Sexy Community Account | 08/25/21 |
| Pungent Diverse Resort Filthpig | 08/25/21 |
| Hairless Sexy Community Account | 08/25/21 |
| sepia mad cow disease | 10/29/21 |
| Green Sinister Meetinghouse | 01/28/22 |
| Green Sinister Meetinghouse | 01/04/26 |
| Green Sinister Meetinghouse | 01/05/26 |
Poast new message in this thread
Date: August 12th, 2021 1:12 PM Author: Green Sinister Meetinghouse today a good entry point? why is it crashing? (http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2\u0026mark_id=5310906",#42935530) |
Date: August 12th, 2021 2:13 PM Author: Hairless Sexy Community Account 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: Green Sinister Meetinghouse wtf just happened? (http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2\u0026mark_id=5310906",#43007170) |
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Date: August 25th, 2021 2:16 PM Author: Pungent Diverse Resort Filthpig $70 is a logical price (http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2\u0026mark_id=5310906",#43007180) |
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Date: August 25th, 2021 2:42 PM Author: Hairless Sexy Community Account based on what? (http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2\u0026mark_id=5310906",#43007342) |
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Date: August 25th, 2021 7:09 PM Author: Pungent Diverse Resort Filthpig 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\u0026mark_id=5310906",#43008675) |
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Date: August 27th, 2021 12:58 AM Author: Hairless Sexy Community Account 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\u0026mark_id=5310906",#43016516) |
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Date: August 25th, 2021 2:38 PM Author: Hairless Sexy Community Account (http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2\u0026mark_id=5310906",#43007320) |
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Date: August 25th, 2021 2:38 PM Author: Hairless Sexy Community Account 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: Hairless Sexy Community Account 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\u0026mark_id=5310906",#43007329) |
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Date: August 25th, 2021 3:47 PM Author: Green Sinister Meetinghouse 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: Hairless Sexy Community Account 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: Pungent Diverse Resort Filthpig Any noise from Seagate or Sandisk that could chip away at this? (http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2\u0026mark_id=5310906",#43008681) |
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Date: August 25th, 2021 8:19 PM Author: Hairless Sexy Community Account wdc owns sandisk. seagate is irrelevant here (http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2\u0026mark_id=5310906",#43008993) |
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Date: October 29th, 2021 6:40 AM Author: sepia mad cow disease Great buy (http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2\u0026mark_id=5310906",#43348617) |
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Date: January 28th, 2022 12:03 PM Author: Green Sinister Meetinghouse What's up today? (http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2\u0026mark_id=5310906",#43862262) |
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Date: January 4th, 2026 11:21 AM Author: Green Sinister Meetinghouse WDC stock guy, what now?! (http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2\u0026mark_id=5310906",#49561343) |
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Date: January 5th, 2026 8:59 PM Author: Green Sinister Meetinghouse (http://www.autoadmit.com/thread.php?thread_id=4897836&forum_id=2\u0026mark_id=5310906",#49565478) |