WDC Western Digital Corp.

$WDC fear this, fear that…fear, fear, fear. It’s all a bunch of nonsense and an excuse for institutions to manipulate stocks in order to steal your savings. They promoted software agentic ai fear and sank software stocks such as $NOW $CRM for the better part of this year so that retail sold off their stocks and moved it to AI related stocks. When retail was flushed out, these institutions drove software stocks up over 50 percent. And now it’s the “fear” manipulation thing all over again. AI stocks are crashing due to “China fears”. These fears, including those related to capital expenditure, debt have been around for years. Dumb retail investors will sell AI for less than ideal gain or a loss and move to software. AI will than surge again and software will crash. It’s all a sheep herding cycle, promoting the fear nonsense, while sometimes ignoring based on the convenience of profit making.

$WDC $MU $SNDK Crazy days when a company can beat, talk about multi-year order visibility, raise dividends, and get absolutely pummeled for it... after already getting pummeled for 2 weeks. Crazy days.

$WDC yeah man just another red day nothing new I won't sell this at a loss great earnings and a great company fuck this market

$WDC just delivered a monster Q1 FY27 "beat and raise" and still tanked almost 11%! Revenue: $4.38B (+55% YoY) vs. $4.15B est. Adj. EPS: $4.64 (+161% YoY) vs. $4.10 est. (crushed the $4.26 whisper number!!!) Gross Margin: 58.1% (+1,420 bps YoY) Q2 Guide: $5.0B–$5.2B Rev & $5.60–$6.00 EPS (miles ahead of $4.57B / $4.82 consensus) Dividend: Hiked 17% + $1.38B in Free Cash Flow Why the selloff here are some possibilities: Semi/Storage Rout: $SOXX index plunged more than 6% today. $SNDK (-8%) & $MU (-8%). “Peak Margin" Fears: With reports of Toshiba doubling AI data-center HDD capacity & rising competition, Wall Street is terrified that 58%–61% gross margins represent the top of the cycle. Sell-the-News Trend: This is now the 4th straight quarter $WDC has sold off despite strong prints as traders use earnings liquidity to de-risk. Classic cyclical hardware dilemma: fundamentals are on fire, but the market is already pricing in peak cycle. Could memory continue to peak? Thoughts?

$WDC I dont get it. This last couple of weeks has been flat out fugly. All the so called "experts" keep saying "shortages, sold out, cant make em fast enough, buy the dips".....all I see is a constant dip. Ive been trading since '96 and Ive never seen shit like this. Great earnings from WDC, MU, STX and they drop like rocks. The great earnings are there, but until the masses come back I dont see an end to this selling.

$WDC $SNDK what the cyclical argument is missing is data centers don’t all finish in 1 year and most EOL for scale environments is 4-5 years. What you see now is baseline earnings going forward.. outside the big 500 everybody else is just now starting to budget for beginning of ai integration. Most large caps are bleeding edge and have amble $ to try different r things advocating, but that biggest weight of the spear is the shaft that will further propel big cap earnings. I was late to the invest party because I saw ai as flash n the pan, however as somebody who directly handles budgeting for company that’s part of the shaft, I’m telling you.. you have no idea the amount of $ about to get invested in the coming year. Budgets are set this time each year, most companies outside the bigs didn’t have anything set for 2026 as it was a sit and watch. Next year is a different story.

$WDC so Cantor goes from 850 to 625. They keep the same eps and revs for this year and next year but use a lower multiple. these analyst are useless. price goes up we raise pt. price goes down we drop our pt. idiotic.

$WDC I am very quickly losing faith in the stock market and this economy nothing makes any sense down is up up is down good news is bad bad news is good the Wall Street crooks are robbing Us blind. The SEC needs to step in get rid of all algo trading for hedge funds and these other form traders, make them get on the floor and do it manually and we should have the power to use algorithms we have actual jobs on like them they can sit on the floor and pass around paper like the good old days they make this a level playing Field

$WDC so were Microns. Short term you can see what happens especially with trash macro conditions. Long term.. thesis is even more in tact

$WDC can't beat fundamentals, 12-14 PE, great earnings, the volume will flock to this stock in due time. Picking up a little more at these levels.

$WDC $BE load up for tomorrow, earnings are soo good MMs still need your donations, they’ll clean out rest of the reeetards tomorrow 😂😂😂

$WDC unbelievable red here . should have gone over 400 with this ER beat and guidance IMO

$WDC we hope for a fast recovery but it wont happen if the market is in sell mode. need some good green days for this to move up and it will move up fast

$WDC $BE I repeat, do not trust impulsive initial moves. That's exactly what last night's dump was despite blowout numbers and guidance. $MU $QQQ

$WDC Prices per terabyte rose 28%, with further pricing upside expected over three to four quarters.

$WDC they need to start saying we are losing money maybe the stock's price will rise again. WTF ? everthing is saying stock should spike but it's sell off, really they want holders to sell their shares. I will not I will never sell

$WDC making fresh new lows everyday followed by $SNDK starting tomorrow followed by $MU and $SKHY next week. Enjoy the memory scam selloff.

$WDC tp 615, now trading around 338, and neutral rating. That analyst should go back to elementary school to learn math. Goldman Sachs analyst James Schneider keeps a Neutral rating and $615 on Western Digital () after its Q1 results.

$WDC Options charts and Fintel both have max pain at $370 for tomorrow. Just one more data point.

$WDC $BE we can be frustrated and that's normal but let's take yesterday for example. Meta was +8% and closed today down -7%. IBM was +10% and then -8% and closed the day flat. Tesla don't even get me started lol Point being, the numbers are excellent. These reactions are impulsive. Sure, it's annoying to stomach the nonsense when the businesses are executing at this level but that's just Mr. Market being a bit of a prick right now.