Western Digital. Every tracked FinTwit mention of $WDC, newest first. 107 mentions since the first on Sep 17, 2025. See the price chart.
May 2026 · 33 mentions
May 31
InvestmentGuru — Everyone’s asking what to buy in 2026.
The answer’s been in the executive orders the whole time.
The reshoring of America is real. And it starts with the ground-level stuff nobo…↗
May 30
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +614%
2. $AXTI +531%
3. $AEHR +357%
4. $AAOI +354%
5. $NVTS +273%
6. $MU +240%
7. $DELL +234%
8. $BE +228%
9. $DOCN +224%
10. $ARM…↗
May 30
Michael | Hypermarkets — $NOW can easily triple from $125 by Jan 2027.
Remember, token use is expected to 2800% in 5 years says $GS.
So these 24 stocks can still 10x-20x:
(COMPUTE / GPU)
1. $NVDA — Eve…↗
May 26
Michael Sikand 🦑 — Congrats to the 730+ investors following my "Memory Supercycle" portfolio on @joinautopilot with $5.3M.
$MU surpassed $1T in market cap today.
The port is up ~11% this morning.…↗
May 24
Michael | Hypermarkets — Top 12 winners for 2026 with catalyst
1. $AXTI +761%
Catalyst: $632M equity raise to double indium phosphide capacity. Pure-play AI optical infrastructure InP substrates are the…↗
May 23
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $AXTI +761%
2. $SNDK +523%
3. $AAOI +421%
4. $AEHR +371%
5. $NVTS +310%
6. $BE +248%
7. $DOCN +229%
8. $INTC +225%
9. $WDC +181%
10. $ARM…↗
May 22
AlmaCap — Loads of my picks having record days. Diversify across a basket and you'd have banked 5+ years of S&P 500 gains in a few weeks: $WOLF, $IQE, $LPK, $SOI, $ASTS, $FLY, $SIVE
We're a…↗
May 22
InvestmentGuru — 10 Most Exciting Stocks
1. $SNDK (SanDisk)
The top-performing stock on Morningstar’s coverage list in 2026 — up a staggering ~464% YTD as flash memory demand for AI data centers…↗
May 21
Daave “3 and 30” Tepper — Hey guy, we already know the tickers
influencers publishing paid ai slop while getting conflicted with perks from hardware manufacturers and sellers
follow the anons instead and…↗
May 20
Daave “3 and 30” Tepper — @tonitrades_ industrial competition in oligopoly (commodity DRAM) is materially different than in duopoly (HDD), even before considering IP as a barrier to entry.
$stx and $wdc 3…↗
May 20
Shay Boloor — $GOOGL I/O 2026 made it clear that Gemini is becoming the operating layer across Search, Android, Chrome, Workspace and agent workflows.
If Google shows real AI Search monetizatio…↗
May 20
Daave “3 and 30” Tepper — not a bottleneck bro- well I was on $mu $sndk $stx and $wdc - just earlier than most to the high quality pumpers.
$acmr IS a “bottleneck” in so far as China WFE onshoring - but th…↗
May 19
Shay Boloor — $NVDA earnings tomorrow are an ecosystem event and basically a read-through on the entire physical AI supply chain:
• Cooling: $VRT
• Foundry: $TSM
• Optical: $COHR, $FN
• Power:…↗
May 19
Daave “3 and 30” Tepper — samsung thirsty for market share gain before an inevitable price correction
a tale as old as time in commodity sectors
if dram and nand were as IP-rich as HDD, they’d trade at t…↗
May 16
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $AXTI +657%
2. $SNDK +493%
3. $AAOI +446%
4. $AEHR +393%
5. $DOCN +222%
6. $BE +218%
7. $NVTS +199%
8. $INTC +195%
9. $VIAV +189%
10. $WD…↗
May 16
InvestmentGuru — The AI boom is creating two completely different markets inside tech right now.
Software names like $HUBS, $TEAM, and $WDAY have been heavily sold — the market fears AI disrupts t…↗
May 12
InvestmentGuru — The 2026 Memory Market May Extend the Supercycle
AI training, inference, and data center buildout are keeping memory demand structurally elevated — and the full stack is worth watc…↗
May 12
InvestmentGuru — The “Inflation Era” of AI Compute is Breaking Out Across the Board
Every layer of the AI infrastructure stack is seeing demand explosion — and the winners aren’t just $NVDA.
Here’s…↗
rubicon59 — $MU at 10x next quarter’s annualized EPS vs $WDC at 40x makes no sense.↗
May 10
InvestmentGuru — The Complete Data Center Stack: Where the AI Infrastructure Money Flows Most investors still think AI is just about GPUs. That’s incomplete.
AI is an infrastructure buildout, an…↗
May 9
InvestmentGuru — The Complete Semiconductor Playbook — AI Supercycle 2026
The AI trade is no longer one ticker. It’s a full stack. Here’s every layer:
💾 MEMORY
$MU · $WDC · $STX · $SNDK · $AM…↗
May 9
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $AXTI +612%
2. $SNDK +558%
3. $AEHR +382%
4. $AAOI +327%
5. $DOCN +241%
6. $INTC +238%
7. $BE +200%
8. $VIAV +187%
9. $WDC +179%
10. $MU…↗
May 8
Michael | Hypermarkets — 1 year ago, MU was at $65. It's up 1100% so far.
DRAM launched on 1 month ago and its up 85% already.
Here's every company inside $DRAM and why they'll print 1000%-2000% over th…↗
May 8
The Future Investors — The Future Investors presents the 40 stocks with the highest projected revenue growth for the next 3 years! 📈🚀
1. $NBIS | Nebius - 211.8%
2. $IREN | IREN Limited - 106.0%
3. $CR…↗
May 7
Mike Investing — We are currently in a “once in a lifetime” AI super cycle…
Phase 1 was: (already gone)
Semiconductors ~ $NVDA, $AMD, $INTC, $ARM
Phase 2 is: (passing by now)
Memory ~ $MU, $SNDK,…↗
May 5
CK Capital — We have witnessed some of the most insane gains ever in the last year from these 2 sectors.
Photonics:
$AAOI up 1200%
$LITE up 1500%
$COHR up 380%
$AXTI up 7500%
Memory:
$MU up 7…↗
May 4
TheValueist — $MU $SNDK $000660 $005930 $STX $WDC $NVDA DeepSeek DualPath and the Memory-Fabric Bottleneck in Agentic AI Inference
https://t.co/y5oP3Ed1tb
https://t.co/Tjhy6NXyuH
Bottom Line:…↗
May 4
MuddyWatersResearch — Very happy to have come in 3rd in the Robin Hood Pick-A-Ticker competition. The ability to rebalance made the difference, as I rotated between our top holdings in our Momentum Quan…↗
May 4
Daave “3 and 30” Tepper — Seagate positive divergence from western digital has accelerated the last 30 days and even the last 5
$stx taking $wdc lunch money↗
May 2
InvestmentGuru — The first Memory ETF just dropped — $DRAM
Top holdings:
→ Samsung Electronics — 25.02%
→ $MU Micron Technology — 24.13%
→ SK Hynix — 23.61%
→ Kioxia — 4.98%
→ $SNDK SanDisk — 4.81…↗
May 1
Daave “3 and 30” Tepper — @jukan05 the long term tech risk to HDD means there will be no new entrant, no gobs of money to Toshiba and no new unit supply at $Stx or $wdc. HDD is a compounder as long as nand…↗
TheValueist — $WDC KEY READ-THROUGHS FROM WESTERN DIGITAL Q3 FY26 EARNINGS CALL
Western Digital’s Q3 FY26 call provides one of the clearest confirmations to date that AI infrastructure demand i…↗
Apr 30
TheValueist — $WDC (Bloomberg) -- (Adds shares.)
Western Digital shares are down 4.3% in extended trading, after the computer hardware and storage company reported its third-quarter results and…↗
Apr 30
Daave “3 and 30” Tepper — was balls long these names for the last 16 months
$stx $wdc $sndk $mu
faded hard now
the only thing that makes sense in AI with good symmetry/positive asymmetry is china WFE
ton…↗
Daave “3 and 30” Tepper — entered the AI trade full bore in 2023 as a hedge to personal earnings value.
thesis: my terminal value is reduced by AGI
only hedge is own AI profit takers who stand in the way…↗
Daave “3 and 30” Tepper — 1) memory stocks aren't crashing. calm, nino.
2) when memory stocks do crash, and they will, you won't know it's the big one. and you'll complain all the way down, and you'll misdi…↗
JC Investing — Serious question… why have you all been gatekeeping $WDC from me?
500% in the past year?!
P/E is still sub 30 too 😭 https://t.co/DG0nxgGxaj↗
Feb 5
Ray Wang — $MSFT Technical Fellow in $WDC Innovation Day: "We have customers come to ask us 10s of EBs of HDDs" 🔥🗣️ https://t.co/6v3UZbZskP
January 2026 · 5 mentions
Jan 30
Daave “3 and 30” Tepper — Most interesting memory and storage action after the close….
After $Wdc earnings
$wdc -2
$stx +3
What am I not seeing… Wdc falling further behind in hamr development?↗
Jan 24
Daave “3 and 30” Tepper — Seems to me $wdc and $stx earnings, orders and guidance might be ok https://t.co/JdqNk3BTTn↗
The Future Investors — The Future Investors presents the 40 quality stocks with the highest projected EPS growth for 2026! 💎🚀
1. $BESI | BE Semiconductor - 93.4%
2. $ONON | On Holding - 79.0%
3. $AMD…
December 2025 · 8 mentions
Dec 22
Daave “3 and 30” Tepper — Names I would Like to Like, but for price:
$cien
$lite
$sndk
$wdc
$alab
Assume those names trade up [15%] in 2026 - as a portfolio! - *IF* the bullish AI news capex cycle extends…↗
Dec 20
Daave “3 and 30” Tepper — in retrospect, if an investor even mildly focused on ai missed $sndk $stx $wdc and $mu , they might not have their finger in the pulse
These were highly predictable runners. Not m…↗
Dec 19
Daave “3 and 30” Tepper — @PythiaR @zephyr_z9 @ContrarianCurse @TBU12345678 Agree on all counts! Semicap poor biz too, and dangerous at peak earnings. Low op lev, prone to the same excess capacity that wrec…↗
Daave “3 and 30” Tepper — ditto, except replace NAND with HDD
disclaimer: long both
$stx $wdc $sndk↗
Nov 18
Daave “3 and 30” Tepper — looking through the market noise
pick the right AI names
don't worry about the index, crypto, shitcos or even adjacent AI names unraveling
pick em right and sleep at night
$nb…↗
Ray Wang — $SIMO CEO Chia-Chang Kou on Q3 earnings call on October 31th: "We are facing a NEVER HAPPENED BEFORE, the HDD, DRAM, HBM, NAND, all in SEVERE SHORTAGE in 2026. $SNDK $STX $WDC
Mos…
October 2025 · 9 mentions
Oct 31
Ray Wang — MS: "Unprecedented pace of extending visibility: 5 POs thru CY26, 1 LTA w/ strong commercial terms thru CY27 (w/ more coming), and discussions extending to CY28."
$WDC $SNDK $STX.↗
Oct 30
Zephyr — Banger result from $WDC as well
Feel the supercycle↗
Oct 30
Daave “3 and 30” Tepper — @BenBajarin if any investor sees this DC development data and doesn't immediately assume the following, they are unfit to manage money
there is no AI without storage and memory
s…↗
Oct 29
Daave “3 and 30” Tepper — Seagate call transcript just so hyper bullish
Actually makes me a little nervous on sandisk
Love a good duopoly with supply constraint and restraint
$stx / $wdc Rerating incomi…
September 2025 · 5 mentions
Sep 30
Daave “3 and 30” Tepper — I laughed.
Worth another 100bn AI DC spend.
$nbis $stx $wdc $baba $acmr↗
Sep 30
Daave “3 and 30” Tepper — good observation. i'm not in the names pulling back. unpacking the observation yes, there are winners and losers in AI at these prices. some names got ahead of themselves. stay in…↗
Sep 26
Daave “3 and 30” Tepper — TFW semianalysis tells the world your biggest combined position is supply constrained and demand is pumpin
$wdc $stx↗
Sep 26
Daave “3 and 30” Tepper — Back in the water boys
$intc $baba
the only free lunch is diversification (free lunch is for free loaders)
Second nearly free lunch is momentum. Do not buy the losers. Buy or a…
— “Don’t get emotional about stock”
- gecko
much as i appreciate the name, sold half seagate today
for me, there will be better entries on all the memory names
$sndk $stx $mu $dr…
InvestmentGuru — Overnight movers are setting the tone for tomorrow’s market.
Storage names are leading after strong earnings:
$STX +18%
$WDC +10%
$SNDK +5%
$MU +3%
Semis and tech also showing st…↗
Apr 28
TheValueist — GAI memory/storage loving this STX print post. Turning a 180 from the regular session.
$STX $WDC $SNDK $MU https://t.co/LPbqoUP8Ck↗
Apr 26
Daave “3 and 30” Tepper — been sayin it for ages now
Your context and ai slop need a place to call home
$stx $wdc ftw↗
TheValueist — GAI memory/storage tracker updated. You know it’s a good day when MU SNDK both up over 8% and to all time highs. Still more to come.
$MU $SNDK $STX $WDC https://t.co/BMN9TlcioL↗
Apr 15
InvestmentGuru — The AI supply chain is still the hottest sector in the market
From optics to semis to testing — capital is flowing across the entire stack-
$AAOI $AXTI $OPTX $SNDK
$LWLG $AE…↗
Apr 10
Vulture trades 🦅 — $WDC at 1.65 from 1.30 now 🚀
Are you ready for $360+ ? https://t.co/K8lIJZieV9↗
TheValueist — GAI memory/storage is trying to keep up with optical networking.
$SNDK $MU $STX $WDC https://t.co/1mTsHi4F6q↗
Apr 4
Daave “3 and 30” Tepper — @lfg_cap - HDD demand driven by inference
- rational duopoly (three players if you want to include Toshiba)
- tech as a barrier to new entrants (low China risk)
- $stx whooping $w…↗
Apr 3
Serenity — If you want exposure to memory, $DRAM is a genuinely great ETF.
I normally don't praise ETFs, but this is solid.
1. $MU - 24.63%
2. Samsung - 24.11%
3. SK Hynix - 23.08%
4. $SNDK…↗
Apr 3
Daave “3 and 30” Tepper — Dram/nand/hdd is directly correlated with human brain replacement
we’re all cooked
$stx $wdc $sndk $mu↗
Apr 1
Daave “3 and 30” Tepper — $stx hamr dropping the hammer on $Wdc and $sndk
Ssd for thee, hdd for me
compute shift from training to inference
Exabyte cagr insane
Seagate took the roadmap risk and it’s pay…↗
Apr 1
Black Panther Capital — THE AI SUPPLY CHAIN — COMPLETE MAP
I've spent a few hours mapping the entire AI supply chain. Hyperscalers are spending $750 billion. These are the 42 companies building, powering…↗
The Future Investors — The Future Investors presents the 25 Quality Stocks ranked by the lowest PEG ratio (all below 1) 💎
Which stocks are on your radar? 🚀👀
1. $MU | Micron - 0.18
2. $CRDO | Credo T…↗
Daave “3 and 30” Tepper — i cant remember, do google (and meta) data centers use HDD for storage?
$stx $wdc↗
Feb 2
The Future Investors — The first month of 2026 is over. Here are the 25 stocks with the strongest start 📈👇
1. $SDNK | Sandisk - 156.7%
2. $BE | Bloom Energy - 74.2%
3. $FLNC | Fluence Energy - 55.6%
4…↗
Daave “3 and 30” Tepper — If you’re short this, you lack any imagination whatsoever
Gen AI about to go exponential
$nbis $wdc $stx $acmr $sndk $nvda $goog $dis↗
Dec 11
Daave “3 and 30” Tepper — Duopolies (HDD) are far superior to oligopolies (NAND, DRAM) when maintaining supply rationality
Also HDD has far more technology complexity vs NAND and DRAM w/r/t new Chinese ent…↗
Ray Wang — $WDC: "We have firm purchase orders from five of our largest customers for all of calendar year 2026. One of those five customers has given us purchase orders for all of calendar y…↗
Daave “3 and 30” Tepper — Microsoft has announced they too are pursuing superintelligence
All models in all verticals
And you’re bearish?
$goog $nbis $sndk $cien $wdc $acmr↗
Nov 12
Daave “3 and 30” Tepper — AI stocks update: The Market is Worried About AI.
That's completely expected. It happens constantly.
"Markets climb a wall of worry"
This feels like the pullback (beginning of…↗
Nov 7
Ray Wang — 7) HDD vs. SSD in Data Center
While $WDC suggests 80% of data center storage will still be HDDs in most recent call, $SNDK believes the enterprise SSD gonna grow faster than HDDs,…↗
Nov 7
Daave “3 and 30” Tepper — Key aspect the market missed 12-36 months ago is, when Jensen says “we’re going to replace the COMPUTE infrastructure”, he’s correct.
But you can’t “replace” the STORAGE infrastru…↗
Nov 5
Ray Wang — 4) Investors looking closely at this memory supercycle are typically paying close attention to the top memory players like SK Hynix, $MU, and Samsung amid the unstoppable price hik…↗
Nov 1
Ray Wang — $WDC CEO: "But fundamentally, if you look at data center architectures and the tiering between SSDs, HDDs and tape that is unlikely to change over time, right?
And we anticipate…↗
Nov 1
Ray Wang — $WDC CFO Kris Sennesael Comment in 26Q1 Earnings Call. Many people forget point #2 or are not aware of it.
- "We delivered 204 exabytes to our customers, up 23% year-over-year."…↗
Nov 1
Ray Wang — $WDC CEO Tiang Yew Tan: "The AI-driven growth in data storage is accelerating demand for higher capacity drives, which comes with greater manufacturing complexity and longer produc…↗
Daave “3 and 30” Tepper — $wdc read through (after hours move) from $stx release is interesting
AI infra pricing power is strong, supply constrained
$nvda making new highs tells you the spending race is o…↗
Oct 25
Daave “3 and 30” Tepper — Considering the spenders are to the left on this graphic I feel good about it
$wdc $sndk $nvda↗
Oct 25
Daave “3 and 30” Tepper — Smart deal for both $meta and blue owl. blue owl can size this appropriately and certainly co-invest a lot of it out to insurance companies.
I’d say at least $1tn more appetite f…↗
Oct 4
Daave “3 and 30” Tepper — @zephyr_z9 Future Attention Influencers will be in walled gardens using video AI tools and paying high fees to access the best. required to capture and hold attention
AI monetiza…↗
Oct 2
Ray Wang — Phison will be the key beneficiary. Definitely get overlooked (as some fixate on $SNDK $STX $WDC) but is quite well-known in Taiwan (in fact I know tons of people in TW are look at…↗
Daave “3 and 30” Tepper — I’m a simple man
I like buying things in shortage with long lead times. $stx $wdc
don’t like buying things in shortage with short lead times (prone to viscous oversupply and corr…↗