$WDC mention timeline

Western Digital. Every tracked FinTwit mention of $WDC, newest first. 299 mentions since the first on Sep 17, 2025. See the price chart.

July 2026 · 18 mentions

Jul 17
Alex A.C. — If this doesn't look GIGA BULLISH for AI demand for the very long-term to you, I don't know what 😱🔥🔥 "GPU demand does not disappear once pre-training is complete. AI agents MU…↗
Jul 17
InvestmentGuru — Friday OpEx : AI infra stocks Dumping Options expiration Friday delivering exactly the volatility you’d expect — and semis are catching the brunt of it. The setup: TSM smashed Q2…↗
Jul 16
Michael | Hypermarkets — The AI "bubble" already popped. Average drawdown: -42% from peaks so far: 🔴 NuScale $SMR -85% 🔴 Oklo $OKLO -76% 🔴 Redwire $RDW -69% 🔴 Navitas $NVTS -63% 🔴 Oracle $ORCL -62% �…↗
Jul 16
Michael Sikand 🦑 — Dropped $100K into the market here into a fresh "I bought the dip" account. Risk reward looks fantastic to just go long a big list of my favorite stocks, some down 30-50%. I see…↗
Jul 14
Michael | Hypermarkets — According to $IBM, $MU should spike to $2000+ These are $IBM CEO exact words: "In the last few weeks of June, we saw clients shift their quarterly capex spend toward servers, sto…↗
Jul 13
Michael | Hypermarkets — The entire AI trade is ON SALE. 24 stocks, avg –33% off their highs: 🔴 Oracle $ORCL –59.3% 🔴 IonQ $IONQ –49.4% 🔴 ServiceNow $NOW –49.2% 🔴 Applied Optoelectronics $AAOI –48.6%…↗
Jul 13
Michael Sikand 🦑 — There's a problem with memory. I'm a memory bull and think a strong concentration is critical for any AI portfolio. But I do think the market's obsession around it is overblown co…↗
Jul 12
Shay Boloor — THE MOST PROFITABLE AI SEMICONDUCTOR STOCKS Operating margin breakdown: • Best-in-class (50%+) | $MU, $NVDA, $SKHY, $TSM • Elite (40–49%) | $ANET, $AVGO, $KLAC, $SNDK • Strong (3…↗
Jul 11
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $SNDK +707% 2. $PENG +301% 3. $AEHR +260% 4. $AXTI +250% 5. $DELL +245% 6. $AAOI +244% 7. $MU +243% 8. $WDC +238% 9. $INTC +198% 10. $ARM…↗
Jul 10
Alphatica — EDUCATIONAL POST: MARKET MECHANICS | The 10:32 Flash Drop Explained SPY dropped $5.15 in 60 seconds this morning. 2.3 million shares. Every mega-cap sold simultaneously. Fintwit…↗
Jul 8
Ray Wang — @PythiaR @Franny8 $STX > $WDC↗
Jul 8
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. U.S. Central Command forces have begun launching powerful strikes against Iranian targets in response…↗
Jul 7
Michael | Hypermarkets — 200%-500% news triggers: $MU — HBM4 ramp for $NVDA Rubin and tightening DRAM supply drive memory pricing power higher → ~late Sept 2026 (FQ4 earnings); HBM4 ramp runs H2 2026 $SN…↗
Jul 7
Alex A.C. — Investing firm Nomura 🇯🇵 estimates for Data Centers and Memory, from some days ago I'm still shocked they forecast an AI Data Center (AI only!! excluding the "traditional" ones)…↗
Jul 6
TheValueist — $MU $SNDK $STX $WDC selling off post on Samsung print is moronic, and an indication of how come I am so steadfast in taking on bullish GAI exposure via long dated calendar spreads.…↗
Jul 6
InvestmentGuru — Semis & AI Infra Stocks Rally Overnight Strong broad-based move across memory, optical, and semiconductor names in overnight trading. Memory / Storage $SNDK jumps ~10% $MU +7%…↗
Jul 5
Michael | Hypermarkets — 24 stocks ON SALE right now and will break all time highs by Jan 1. 🔴 Micron $MU -22.3% 🔴 SanDisk $SNDK -25.9% 🔴 Western Digital $WDC -32.6% 🔴 Arm Holdings $ARM -30.4% 🔴 Inte…↗
Jul 4
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $SNDK +635% 2. $AAOI +247% 3. $AEHR +247% 4. $AXTI +246% 5. $MU +242% 6. $INTC +226% 7. $PENG +214% 8. $DELL +213% 9. $WDC +213% 10. $TWS…↗

June 2026 · 54 mentions

Jun 30
TheValueist — $SNDK $MU $INTC $WDC EXECUTIVE OVERVIEW The MarketWatch/LSEG dataset describes an H1 2026 U.S. equity market with moderate headline index appreciation, extreme single-stock disper…↗
Jun 30
Michael | Hypermarkets — 4 reasons this could be a major week: 1. Passive ETF inflows. Once SK hynix lists, index funds and ETFs tracking US semiconductor benchmarks may be forced to buy shares, creating…↗
Jun 30
Michael | Hypermarkets — $SKHY will trade on NASDAQ on July 10, 2026: MAKE SURE TO HOLD $MU $WDC $DRAM $SNDK before July 9. A super explosion will happen that week for memory explained: https://t.co/yA1…↗
Jun 30
Michael | Hypermarkets

May 2026 · 49 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 27
Trade Whisperer

April 2026 · 49 mentions

Apr 30
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
Alex A.C. — $WDC - EPS up +28% QoQ !! - Op. Margins up to 38.6% Guidance for Q4-2026: in the best case of the range, EPS up +25% QoQ With ONLY other QoQ jump in EPS of +25%, Western Digita…↗
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
Alphatica

March 2026 · 23 mentions

Mar 31
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…↗
Mar 30
Alphatica — $MU −11%. $WDC −10%. $SNDK −8%. $LRCX −5%. Four memory/semi equipment names in the bottom 10. SNDK has been on the losers list all 4 days. MU was losing RS on Day 1 at −$177M GEX…↗
Mar 28
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $AAOI +182% 2. $SNDK +159% 3. $VG +157% 4. $LITE +91% 5. $DOCN +69% 6. $AEHR +61% 7. $WDC +60% 8. $PL +57% 9. $BE +53% 10. $TWST +40% 11.…↗
Mar 27
Daave “3 and 30” Tepper

February 2026 · 26 mentions

Feb 25
Tradable Astronaut — $WDC odd order, single line, contract heavy. OTM Can anyone tell me what this is? For me it is one of those lines that you want to think that it is a sell, but you have to think…↗
Feb 22
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $SNDK +174% 2. $BE +70% 3. $AEHR +66% 4. $WDC +66% 5. $TWST +53% 6. $MU +50% 7. $AMAT +46% 8. $ENPH +45% 9. $LRCX +43% 10. $NTLA +41% 11.…↗
Feb 18
Serenity — $SIMO for NAND exposure is another trade idea that I took positions in today. SIMO operates effectively as a duopoly (alongside Phison) for merchant controllers and supplies basi…↗
Feb 18
シバイヌおやびん（投資系VTuber）

January 2026 · 39 mentions

Jan 30
Trade Whisperer — $MU Forward PE 12x vs. peers in the shared memory/storage space, listed in US: $WDC: 30x $STX: 28x $SNDK: ~25-30x (post-revision est.) Market doesn't understand AI, yet. HBM is…↗
Jan 30
TheValueist — I believe, for the most part, $SNDK's print today is bullish for $WDC . My base case is that WDC management knew (they had to know) SNDK would have a monster beat-and-raise this qu…↗
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 30
TheValueist

December 2025 · 15 mentions

Dec 29
シバイヌおやびん（投資系VTuber） — "CNBC：2025年これまでのS&P 500構成銘柄トップ3は、半導体関連株のWestern Digital、Micron Technology、Seagate Technologyです。Western Digitalの株価は年初来で300%以上上昇しており、MicronとSeagateはそれぞれ230%以上上昇しています。取引プラットフォームのRo…↗
Dec 28
Shay Boloor — THE INFRASTRUCTURE BEHIND THE $GOOGL AI EMPIRE AI Chips • $AVGO helps Google design custom TPUs so it can lower AI chip costs & avoid $NVDA pricing • $TSM only foundry currently c…↗
Dec 22
TheValueist — $MU $SNDK $STX $WDC The referenced Economic Daily News (經濟日報) report is a real, published article dated 2025-12-22 that attributes its central claim to unnamed “industry sources”:…↗
Dec 22
Daave “3 and 30” Tepper

November 2025 · 12 mentions

Nov 20
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…↗
Nov 16
Daave “3 and 30” Tepper — Software Boi says buy hdd storage stocks $stx $wdc↗
Nov 14
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…

— $AEHR — Reports Jul 21 ✅ Revenue: $10.3M vs Est. $10.8M ❌ | EPS: -$0.05 vs Est. -$0.07 ✅ Q4 FY2026 Guidance: Revenue $25M–$30M | Return to profitability expected 🔴 Beat estimat…

Jun 30

Michael | Hypermarkets — BOOKMARK this and go back to it so you know which are the most important dates. I shared with you my top 5 already! Make sure you wrote those down: $MU $SNDK $WDC $BE $AMD $INT…↗

Jun 29

InvestmentGuru — Overnight Movers: Optical communication rebounds: • $GLW +3% • $CRDO +2% Memory stocks continue to recover: • $MU • $SNDK • $WDC • $STX (All +1%+) $CBRS +6% after last week’s 2…↗

Jun 28

InvestmentGuru — The market just handed us a masterclass in thesis validation. The top performers of 2026 aren’t random. They’re a roadmap. Memory $SNDK. $MU. $WDC. Three names. One theme. The wor…↗

Jun 27

Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $SNDK +781% 2. $AEHR +355% 3. $AXTI +329% 4. $MU +297% 5. $AAOI +289% 6. $INTC +248% 7. $WDC +240% 8. $PENG +218% 9. $TWST +215% 10. $MRV…↗

Jun 26

Michael | Hypermarkets — These companies here cuased the inflation: $MU — Memory prices spiked as HBM demand outstripped supply for AI servers. $SNDK — NAND shortage tightened as hyperscalers hoarded sto…↗

Jun 26

Michael | Hypermarkets — CEO $NVDA Jensen Huang says “without HBM memory there would be no AI supercomputer.” Without $MU $WDC $SNDK SK HYNIX SAMSUNG there would be no AI. https://t.co/xwqn3iAuDn↗

Jun 26

Michael | Hypermarkets — This sell off started exactly on June 15th and if $SPY sells off 10%-20% Be patient and add these 8 super stocks: 1. $MU — Blowout Q3 (EPS $25.11 vs $20.28 est), HBM/DRAM supercy…↗

Jun 26

InvestmentGuru — 🚨 Overnight Market Movers 🔻 $ON falls over 7% after announcing a $7B all-stock acquisition of Synaptics ($SYNA). While the strategic move expands ON’s intelligent edge and conn…↗

Jun 25

InvestmentGuru — 5 Semiconductor Stocks to Buy the Dips & Hold $MU — Micron Technology The HBM king. AI data centers can’t get enough DRAM and the supply-demand imbalance is getting worse. $MU jus…↗

Jun 25

Michael | Hypermarkets — BOOKMARK this so you know when the NEXT massive earnings plays are. $AEHR Jul 21 $ASML Jul 15 blockstack:native Jul 16 $TSM Jul 16 $TE Aug 18 $INTC Jul 23 $AMKR Jul 27 $GEV Jul 29…↗

Jun 25

Michael | Hypermarkets — $WDC — HDD shortage, AI data hoarding, pricing power returning fast. $VRT — Every AI rack needs liquid cooling; demand outpacing supply. $SNDK — NAND squeeze just starting; same su…↗

Jun 25

TheValueist — $MU $SNDK $STX $WDC $DRAM $EWY My Memory and Storage Tracker pre market and updated now. It will only keep getting better. https://t.co/OTCXTwKbCT↗

Jun 25

Michael | Hypermarkets — $MU ANALYST PRICE TARGET UPGRADES: 📈 Susquehanna: $1,750 (from $600) 📈 UBS: $1,625 (from $535) 📈 Daiwa: $1,600 (from $700) 📈 Needham: $1,550 (from $500) 📈 BofA: $1,500 (from…↗

Jun 25

InvestmentGuru — AI and semiconductor stocks are surging globally after a strong night of earnings and guidance. $QCOM +14% after announcing a major push into AI data centers. $MU +14% following…↗

Jun 24

Michael | Hypermarkets — $MU is the biggest bottleneck for AI infrastructure. It's revenue increased 346% in 1 year. Here's 20 AI bottleneck stocks to buy: Memory / Storage 1. $MU — HBM monopoly w/ SK…↗

Jun 24

Michael | Hypermarkets — This stock is $RAM is the 2x leveraged ETF version of $DRAM. Look at the chart today at $20. It's already at $30. $DRAM is most likely going to break $100+ soon and on its way t…↗

Jun 24

TheValueist — $MU $SNDK $STX $WDC $DRAM $EWY My Memory and Storage Tracker after hours. Crushing it across the board. https://t.co/Ea3Agx2Q0P↗

Jun 24

Michael | Hypermarkets — My price target is $120+ and then $200 by end of 2026. Conservatively, It will most likely go to $60. This is 2x more risky then $DRAM is too. It holds $MU $SNDK $WDC $STX SK Hyn…↗

Jun 24

mon — The reason why market sell-off yesterday: 1. Chip and AI stocks had been on a massive run all year. South Korea's market was up more than 90% in 2026 and had roughly tripled over…↗

Jun 24

Michael | Hypermarkets — Management confirms 2026 HBM is fully sold out, reiterates 2027 supply is largely committed, raises FY2027 capex guidance, and flags gross margin expansion from pricing/mix. The "…↗

Jun 23

Michael Sikand 🦑 — Micron is up 761% in a year. And my public memory portfolio has returned over 200% since February 4th alone. But tommorow, Idaho's finest faces its biggest test yet. And most inv…↗

Jun 22

Michael | Hypermarkets — In 2 years, $MU squeezed from 1430% from $85 to $1220. It will 3x-5x after its earnings on June 24. These 12 companies have parternships with $MU: 1. $ASML – Sells EUV lithograp…↗

Jun 21

Tradable Astronaut — AION GLOBAL INDEX LEADERS this week $HQ +79.6% 🚀 $AMPG +36.8% $SEZL +23.0% $OCC +17.9% $VELO +16.8% $RXT +16.3% $UCTT +15.7% $WDC +14.2% Leaders are in QUANTUM, AI INFRA and MEM…↗

Jun 21

Michael | Hypermarkets — Its 2040, regular person who bought these 6 ETF's right now are millionaires doing nothing... Here's 6 steps to follow: 1. Open a tax-free investing account like a Roth IRA. 2. P…↗

Jun 21

InvestmentGuru — AI INFRASTRUCTURE LEADERSHIP BOARD The Companies Building the Backbone of the AI Revolution Tier 1 — Core Compounders The foundation of AI infrastructure and the highest-convic…↗

Jun 20

Trade Whisperer — $MU $SNDK $DRAM I think even if the memory trio signed 7 year deals, bears would still call them cyclical, tap themselves on the shoulder, and redeem their "I'm smart" coupon. Mea…↗

Jun 20

InvestmentGuru — How to play memory super cycle ➡️ $MU / $SNDK — direct memory producers, pricing power = margin expansion ➡️ $WDC — enterprise HDD supply already booked out for 2026 ➡️ $ARW / $…↗

Jun 20

Michael | Hypermarkets — $SPY AI Infrastructure — YTD Returns & Why They will keep going higher... 1. $SNDK +820.36% — Spun off from Western Digital, pure-play NAND flash exposure. AI data centers need ma…↗

Jun 19

Kevin Maro — After too many hours of research/DD to count, these are my Top 5 AI Stocks in the Top 5 AI Sectors to Invest in: 1. Neoclouds: The GPU & Compute landlords. Whoever owns the comput…↗

Jun 19

Alex A.C. — "Global AI data center market will hit $1.6 T by 2030" - Foxconn chairman, Young Liu Target increases every Q so to speak. At this pace we will really see > $2T 🔥 Bullish ev…↗

Jun 19

Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $SNDK +820% 2. $AEHR +471% 3. $AXTI +417% 4. $AAOI +364% 5. $WDC +333% 6. $ARM +302% 7. $MU +297% 8. $BE +278% 9. $MRVL +265% 10. $INTC +…↗

Jun 19

InvestmentGuru — New ATHs: • $INTC • $MRVL • $MU • $SNDK • $TSM Tech & Semis Continue to Lead the Market Higher Today’s rally was another reminder of where the money is flowing. Several semicondu…↗

Jun 18

Michael | Hypermarkets — @aleabitoreddit You're missing $WDC $STX and $RMBS who has a massive partnership with $MU .. and I totally agree with you...↗

Jun 18

InvestmentGuru — How to play it: ➡️ $MU / $SNDK — direct memory producers, pricing power = margin expansion ➡️ $WDC — enterprise HDD supply already booked out for 2026 ➡️ $ARW / $AVT — distributor…↗

Jun 18

TheValueist — $SNDK $MU $STX $WDC My favorite GAI sector absolutely ripping today. Still a long long way to go. https://t.co/YxpZ4VEjQC↗

Jun 18

InvestmentGuru — Chips don’t just run the market right now… they are the market. $MU $INTC $WDC $ARM $MRVL↗

Jun 18

Michael | Hypermarkets — 2 years ago, I said to buy $MU when it was under $80. Its up 1350% already. My target for $MU is at least $5000+ from here. Right now, memory is the biggest bottleneck in AI says…↗

Jun 18

InvestmentGuru — GLOBAL CHIP RALLY GOES PARABOLIC — SEMIS LEAD THE BREAKOUT Semiconductors and memory stocks are catching a strong overnight bid, with the entire AI supply chain moving in sync.…↗

Jun 16

Michael | Hypermarkets — $BE spiked from $10 to $300+ in 2 years up 3000%, but its not the real AI bottleneck. It's actually $MU $WDC $SNDK $DRAM. These will 10x-20x from here: 1/ Bandwidth is the new…↗

Jun 15

InvestmentGuru — $MU $SNDK $WDC $ON $MCHP It’s a Memory Supercycle↗

Jun 15

Alex A.C. — Ahhh the good old HDDs 😊 Also participating in the AI race 🫡 $WDC $STX↗

Jun 15

Shay Boloor — Lynx Equity says smarter way to play a $SPCX IPO is through $NVDA arguing xAI & Terafab capex could drive another leg of AI infra demand. They see $LRCX, $AMAT, $ASML & $KLAC bene…↗

Jun 15

Michael | Hypermarkets — It's 2030, your portfolio has 30x-50x why? Becuase you bought these 4 memory stocks and held: 1. $MU — Micron Technology Target: $5,000 by 2030 AI servers require massive HBM; me…↗

Jun 14

InvestmentGuru — $MU $SNDK $WDC $ON $MCHP The AI Boom Isn’t Just GPUs — It’s a Memory Supercycle Chips Without Memory Are Useless Every conversation about AI infrastructure obsesses over compu…↗

Jun 14

InvestmentGuru — MEMORY SUPERCYCLE: The 40-Year Price Decline Just Broke For four decades, more memory always meant cheaper memory. That cycle has reversed — and it’s the next leg of the AI infras…↗

Jun 14

The Future Investors — The Future Investors presents the 30 quality stocks with the highest expected free cash flow growth over the next 3 years (CAGR) 📈💰 1. $MU | Micron - 265.9% 2. $HXSCL | SK hynix…↗

Jun 13

Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $SNDK +734% 2. $AXTI +494% 3. $AEHR +437% 4. $AAOI +385% 5. $DOCN +254% 6. $ARM +248% 7. $MU +244% 8. $INTC +238% 9. $MRVL +229% 10. $NVT…↗

Jun 12

TheValueist — Verda is my Blackwell GPU cluster provider. They are one of, if not the best, on demand NVDA compute vendors in the world. Lots of recent relevant announcements to GAI trade. I co…↗

Jun 7

Michael | Hypermarkets — In Taipei, CEO $NVDA Jensen Huang says $MU is the biggest bottleneck in AI. Elon Musk and $DELL agrees with him. Trump even said to buy $MU stock. Here's 4 obvious plays to buy…↗

Jun 6

Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $SNDK +557% 2. $AXTI +445% 3. $AAOI +408% 4. $AEHR +388% 5. $DOCN +253% 6. $NVTS +251% 7. $ARM +214% 8. $DELL +214% 9. $MRVL +210% 10. $B…↗

— @ghhbbhbbnkku I've been asked about this since $326. $MU $SNDK $WDC $STX $DRAM

May 26

Trade Whisperer — Analysts are finally catching up to my thesis from 2024 & 2025. Fresh New Targets from Barclays $SNDK $2,300 $MU $1,175 $STX $1,000 $WDC $620 Three words. Structural Re-rate…↗

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

Trade Whisperer — $DRAM is 12% pure NAND and 9% pure HDD Pure NAND (G3): Kioxia & $SNDK Pure Hard-Drive (G4): $WDC & $STX G3 and G4 cache tiers deliver the most dense storage capacity per…↗

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

Trade Whisperer — $DRAM The ticker is misleading. Not because the holdings are wrong. Because the framework most investors are using to evaluate it is wrong. At its core it covers memory and storag…↗

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

Alex A.C. — Glass substrates, now too in your good old HDDs 😉 $WDC $STX↗

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

Alex A.C. — "The banks aren't using it [LLM/AI Agents]. Enterprises are still figuring out how to use it effectively. Compliance and IT teams are still figuring out guardrails." Ie., we are o…↗

May 19

Alphatica — They are starting to move ahead of the $NVDA print. $MU $SNDK $STX $WDC https://t.co/AlL82Zm7rA↗

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 14

Trade Whisperer — $MU $DRAM $SNDK $WDC $STX "Samsung SSD Prices Reportedly Surge Up to 300% in Japan, Kioxia Also Posts Gains as Market Divergence Widens" Samsung flagship models: -8TB 9100 Pro:…↗

May 12

Trade Whisperer — Same sector. Completely different multiples. $MU 8x Forward P/E $SNDK 10x Forward P/E $WDC 28x Forward P/E $STX 30x Forward P/E A 16x re-rate gets $MU at $1600 $SNDK at $2500 A…↗

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…↗

May 12

Trade Whisperer — $WDC BLUE Candle: $50 → $511. AI Inference. This is what happens when deep due diligence meets our BLUE candle signal. LSEG dropped a score of 8 on $WDC. I shared it here in Janua…↗

May 11

Shay Boloor — THE MOST PROFITABLE AI SEMICONDUCTOR STOCKS Operating margin breakdown: • Best-in-class (50%+) | $NVDA, $TSM • Elite (40–49%) | $MU, $ANET, $KLAC, $AVGO, $SNDK • Strong (30–39%) |…↗

May 10

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 8

シバイヌおやびん（投資系VTuber） — "ゴールドマンは半導体の急騰が終焉を迎える可能性があると警告している 4月初旬から50%以上の急上昇を見せていた半導体株は、今朝は軟調な動きとなっている。スマートフォン向けロイヤリティ収益の低迷により $ARM が9%下落（昨日は決算を控えて14%上昇していた）、売上高総利益率が予想を下回った $COHR が5%下落、さらにメモリ関連の調整（韓国市場でハイ…↗

May 7

Trade Whisperer — $MU 6x Forward P/E $WDC 32x Forward P/E $AMD 51x Forward P/E $ARM 98x Forward P/E $INTC 110x Forward P/E The market is still calling all of them "cyclicals." If $MU is re-rated to…↗

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

Alex A.C. — @damnang2 I've said other times before, ppl. laugh at me when I bought $WDC early past year or late 2024 I don't remember well. "haha you don't have idea, SSD will displace HDD, th…↗

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

Alex A.C. — @ecommerceshares And a duopoly in HDD manufacturing ☺️ $WDC $STX↗

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 3

シバイヌおやびん（投資系VTuber） — $MU マイクロンの現CEOであるインド育ちのサンジェイ・メーロトラ氏は、現 $SNDK サンディスクの創業者なの、面白いな。 $WDC ウェスタンデジタルにサンディスクを売却して後に、競合であるマイクロンCEOに就任して経営を立て直した。 https://t.co/4kTSqStRJC↗

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 2

Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $AXTI +487% 2. $AAOI +426% 3. $SNDK +400% 4. $AEHR +361% 5. $BE +234% 6. $VIAV +210% 7. $INTC +170% 8. $LITE +158% 9. $WDC +150% 10. $NVT…↗

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…↗

May 1

InvestmentGuru — Overnight movers Memory weak: $SNDK -6%, $WDC -8%, $MU -2% Software strong: $TEAM +24%, $TWLO +18%, $MNDY +4% $RDDT +13% on strong earnings $RBLX -20% as losses widen $AXTI -…↗

— SNDK crushed earnings by 60%. Stock down 6.3%. Non-GAAP EPS: $23.41 vs Street $14.62, beat by 60.1% Revenue: $5.95B vs Street $4.70B, beat by 26.6% Datacenter revenue up 233% sequ…

Apr 30

Alphatica — WDC beat. Stock down 7% after hours. Non-GAAP EPS: $2.72 vs Street $2.34, beat by 16.2% Revenue: $3.34B vs Street $3.23B, beat by 3.4% Gross margin crossed 50% for the first time.…↗

Apr 30

Alphatica — WDC reports today after the close. +920% in 52 weeks. The most extreme pre-earnings run of the entire season. Management guided Q3 revenue up 40% YoY. Options market positioned bu…↗

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…↗

Apr 30

Daave “3 and 30” Tepper — “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…↗

Apr 29

Alex A.C. — Capacity to increase margins even more 🔥🔥 Imagine to say 2 years ago that the good old HDD manufacturers would be "AI stocks" and Value investing growing at >+30% CAGR with se…↗

Apr 29

Alex A.C. — $STX $WDC "Hard drives remain the foundational mass storage solution for data centers" https://t.co/3BePrcS0U3↗

Apr 29

Tigris 会讲课教授是好老师 — 这是全网讲解的最简单质朴穿越时间的经典投资买卖操作指南了吧。 $STX $WDC $INTC $MU $SNDK 一系列存储和芯片再一次新高这是什么阶段？怎么买入卖出时机？不谈现在全世界都知道的“AI就是存储” (虽然我去年2月份第一次提出来经常有人跳出来要截屏记录打脸）这是Free 分享但是收藏反复阅读吧↗

Apr 29

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 29

Trade Whisperer — $STX $WDC Seagate just crushed earnings. $3.11B. Up 44% YoY. Margins exploding. This is a major QLC NAND tailwind. QLC is the highest capacity NAND in existence. Dense enough…↗

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 28

Alex A.C. — @zephyr_z9 $WDC benefiting too AH 🙌 https://t.co/fXSgalsvbx↗

Apr 28

Shay Boloor — EARNINGS IMPLIED MOVES FOR THIS WEEK • $SNDK ±17% • $ENPH ±16% • $HOOD ±15% • $RDDT ±14% • $WDC ±13% • $SOFI ±11% • $CMG ±10% • $META ±9% • $QCOM ±9% • $AMZN ±9% • $MSFT ±7% • $GO…↗

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↗

Apr 25

InvestmentGuru — Big earnings week ahead. Names on deck: $AMKR $CDNS $HOOD $SPOT $GLW $BE $ENPH $AMZN $MSFT $META $GOOGL $QCOM $SOFI $LMND $KLAC $VKTX $VIAV $AAPL $RDDT $RBLX $ZETA $RIVN $SNDK $WD…↗

Apr 25

Shay Boloor — THE SUPER BOWL OF EARNINGS IS NEXT WEEK • Monday | $AMKR, $CDNS • Tuesday | $HOOD, $SPOT, $GLW, $BE, $ENPH • Wednesday | $AMZN, $MSFT, $META, $GOOGL, $QCOM, $SOFI, $LMND, $KLAC,…↗

Apr 25

Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $AEHR +375% 2. $AAOI +365% 3. $SNDK +317% 4. $BE +166% 5. $NVTS +142% 6. $LITE +139% 7. $WDC +135% 8. $INTC +124% 9. $ARM +115% 10. $DOCN…↗

Apr 24

Trade Whisperer — $MU 8x Foward P/E $WDC 30x Forward P/E $AMD 46x Forward P/E $INTC 125x Forward P/E (Intraday) $INTC 155x Foward P/E (AfterHours) The market is calling all of them "cyclicals." Onl…↗

Apr 23

Trade Whisperer — @thewhiteboxAI Exactly. Also $WDC is heavily cyclical memory/storage company and forward PE is not as bad.↗

Apr 23

Alex A.C. — SK hynix Q2-2026 Report: "NAND ASP +70% QoQ" 😱🔥 Logic thing to happen? $SNDK up 📈 What really happens? SNDK down 📉 And the most funny thing? $WDC up a lot 📈📈😂 Take note gu…↗

Apr 22

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 18

Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $AAOI +357% 2. $AEHR +315% 3. $SNDK +288% 4. $LITE +143% 5. $BE +139% 6. $WDC +116% 7. $PL +95% 8. $TWST +89% 9. $NBIS +88% 10. $COHR +87…↗

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 11

Shay Boloor — The AI Inference boom is now driving demand across the full compute stack from silicon & memory to optics, power, packaging & cloud: • AI Silicon: $NVDA, $AMD, $AVGO, $INTC • Foun…↗

Apr 11

Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $AAOI +332% 2. $SNDK +259% 3. $AEHR +249% 4. $LITE +143% 5. $WDC +99% 6. $BE +92% 7. $VG +90% 8. $PL +76% 9. $NBIS +73% 10. $INTC +69% 11…↗

Apr 10

Vulture trades 🦅 — $WDC at 1.65 from 1.30 now 🚀 Are you ready for $360+ ? https://t.co/K8lIJZieV9↗

Apr 10

Vulture trades 🦅 — $LRCX and $WDC want to rip face↗

Apr 10

Cobra — $WDC 400 CALL 4/17 @ 1.30 🏌️‍♂️↗

Apr 10

Cobra — A+ SET UP ONLY 👇 $WDC 400 CALL 4/17 @ 1.30 🐍🚨↗

Apr 10

Vulture trades 🦅 — $WDC up 20% at 1.60 🔥↗

Apr 10

Cobra — $WDC UP 25% IN MINUTES 🐍🤝↗

Apr 10

Cobra — $WDC FROM 1.30> 1.65 OMG 🚀🐍↗

Apr 10

Vulture trades 🦅 — $WDC making a move here 📈↗

Apr 10

Cobra — Final trade for the week 💪 $WDC 400 CALL 4/17 @ 1.30↗

Apr 10

Vulture trades 🦅 — $WDC setup looks A+ can rip next week 🚀↗

Apr 10

Vulture trades 🦅 — High Confidence Swing $WDC 400 Call 4/17 at 1.30 🚨↗

Apr 10

Cobra — $WDC 400 CALL 4/17 @ 1.30 🐍🚨↗

Apr 10

Vulture trades 🦅 — $WDC 400 Call 4/17 at 1.30 🚨↗

Apr 9

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 2

Alex A.C. — JPM on the HDD oligopoly: "50% Earnings CAGR in the 2025-2027 range" 🔥 - Duopoly - Pricing power for the medium-term (high demand; reduced unit growth) - AI inference still bette…↗

Apr 2

Trade Whisperer — $MU $SNDK $WDC $STX $EWY Interesting Memory ETF $DRAM with Expense Ratio of 0.65%. I think it might be better just to own them individually (the ones you can) + $EWY Holdings Lis…↗

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…↗

— Don't overthink it. $NVDA $ASML $ACMR $STX $SNDK $WDC $TSM

Mar 26

Jose Najarro Stocks — THE MARKET SOLD THE ENTIRE MEMORY SECTOR ON A PAPER IT DID NOT READ. HERE IS WHAT TURBOQUANT ACTUALLY DOES VS WHAT THE MARKET THINKS IT DOES. $MU down 5.7% intraday. $WDC down 6.5…↗

Mar 26

シバイヌおやびん（投資系VTuber） — わいも昨日は $MU 買い向かったよマーケットの反応は「とりあえず懸念売り、精査して買い直し」だからね。メモリー・SSDなんか、AIエージェント・ヒューマノイド・自動運転などでいくらあっても足りん。 $SNDK $STX $WDC みたいなドライブ専業は関係ないし🤣↗

Mar 25

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…↗

Mar 25

tae kim — Memory and hard drive names are falling on negative sentiment from the Google Research paper: $SNDK -3.5%, $MU -1.9%, $STX -1.5%, $WDC -1.4%. CPU chip names still up: $INTC +4.1%,…↗

Mar 24

Daave “3 and 30” Tepper — @WaterworldCapi1 @irbezek @danielnewmanUV And HDD $stx $wdc↗

Mar 23

Alex A.C. — It's a RUMOR, but if true...... GIGA bullis Nvidia and everything AI-related: Memory, Storage, Optics..... $MU $SNDK $WDC $LITE etc. etc.↗

Mar 21

Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $SNDK +199% 2. $AAOI +151% 3. $VG +132% 4. $LITE +92% 5. $BE +73% 6. $DOCN +72% 7. $PL +72% 8. $AEHR +71% 9. $WDC +70% 10. $MU +48% 11. $…↗

Mar 20

シバイヌおやびん（投資系VTuber） — テクニカルが示すのは、まだ強気になるのは早い。注視を続けるべき。でも株を全部売るほどでもない。一部のハイテクに強さを感じるのは事実で、やっぱAIインフラはファンダが強いなという印象。特に $MU $SNDK $STX $WDC $DELL あたり。↗

Mar 18

InvestmentGuru — $MU earnings after hours — key focus on HBM demand, DRAM pricing, and forward guidance. Bull case: Strong AI demand + raised outlook → upside in semis Bear case: Weak guidance → p…↗

Mar 17

InvestmentGuru — MARKET LEADERS EMERGING — FOLLOW THE MONEY, NOT THE NOISE The market is clearly rotating into AI infrastructure, photonics, power, and defense — and these names are leading the mo…↗

Mar 16

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…↗

Mar 14

Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $SNDK +179% 2. $AAOI +178% 3. $BE +78% 4. $AEHR +77% 5. $LITE +69% 6. $WDC +58% 7. $MU +49% 8. $DOCN +43% 9. $NTLA +42% 10. $NVTS +41% 11…↗

Mar 7

Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $AAOI +174% 2. $SNDK +122% 3. $AEHR +76% 4. $BE +56% 5. $LITE +52% 6. $NTLA +49% 7. $TWST +48% 8. $FIGS +45% 9. $WDC +42% 10. $CAVA +34%…↗

Mar 6

Daave “3 and 30” Tepper — still bullish HDD $wdc $stx↗

Mar 5

InvestmentGuru — Nobody talks about the boring stuff that makes everything work. Here’s where I’d put $10K today across the next decade. THE BRAIN → $NVDA $AVGO $AMD THE PLATFORMS → $AMZN $GOOG $…↗

Mar 5

InvestmentGuru — Momentum Is Back Across Disruptive Themes Strong risk appetite returned today as multiple high-growth themes moved higher together across the market. Crypto & Blockchain $GEMI +…↗

Mar 3

InvestmentGuru — Top Momentum Stocks Crushing It — YTD Leaders $AAOI $LITE $FSLY $GLW $POWL $TER $SOLS $COHR $ENLT $CAMT $KEYS $FIX $WDC $VRT↗

Mar 3

Jason Luongo — The complete data center stock map. Every layer. Every name worth watching. OPERATORS + BUILDERS $EQIX $CRWV $NBIS $IREN $APLD $CIFR CHIPS $NVDA $AMD $INTC $ARM $AMKR $AMZN $GOO…↗

Mar 1

Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $SNDK +168% 2. $AAOI +142% 3. $AEHR +85% 4. $BE +79% 5. $WDC +62% 6. $NTLA +53% 7. $TWST +48% 8. $CRML +46% 9. $AMAT +45% 10. $MU +44% 11…↗

— 懸念されてた売り材料出尽くしだね。 $SNDK $WDC 米ウエスタンデジタル、サンディスク株売却で約31億ドル調達へ https://t.co/cdXLK0iq0g

Feb 17

TheValueist — $SNDK $WDC Sandisk Announces Launch of Secondary Offering of Common Stock Business Wire MILPITAS, Calif. -- February 17, 2026 Sandisk Corporation (Nasdaq: SNDK) (the “Company” or “…↗

Feb 17

TheValueist — $SNDK $WDC SYNDICATE- SANDISK(SNDK) TUESDAY NIGHT IN THE WEEK OF 2/16/26 Managers: JPMS & BOFA Price: 535.00-555.00 Shares: 7510000↗

Feb 17

KawzInvests 🦑 — The Korean discount is absurd. Samsung: 7.9x forward P/E SK Hynix: 5.7x forward P/E $MU: 10.3x forward P/E $WDC: 24.9x forward P/E $NVDA: 24x forward P/E Same AI memory shorta…↗

Feb 17

Daave “3 and 30” Tepper — very important to internalize $wdc $stx $sndk $mu↗

Feb 16

Serenity — TLDR of Phison CEO interview on Memory and Investment Framework: "Toll Collectors": - Micron ( $MU ) - SK Hynix (000660.KS) - Samsung Electronics, - Western Digital ( $WDC ) - $…↗

Feb 15

Serenity — @elicapitalgroup Great companies. But it's actually appears to be the start of a new hoarding cycle, wasn't thinking about $WDC, $STX, or $SNDK.↗

Feb 15

Jason Luongo — Top 10 S&P 500 stocks by YTD performance: 1. $SNDK (Sandisk) +164% 2. $GNRC (Generac) +65% 3. $WDC (Western Digital) +63% 4. $TER (Teradyne) +63% 5. $STX (Seagate) +55% 6. $GLW (C…↗

Feb 14

Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $SNDK +164% 2. $WDC +63% 3. $BE +61% 4. $TWST +55% 5. $MU +44% 6. $APLD +44% 7. $AEHR +43% 8. $DOCN +42% 9. $AMAT +38% 10. $LRCX +38% 11.…↗

Feb 10

シバイヌおやびん（投資系VTuber） — $WDC も $SNDK と一緒に下げてるなうーん↗

Feb 10

TheValueist — $MU $SNDK $WDC $STX NAND SSD VS HDD READ-THROUGH FROM DATABRICKS MATERIALS Databricks’ technical materials consistently describe an architecture in which durable data is persisted…↗

Feb 9

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 9

Shay Boloor — AI CHIP ECOSYSTEM Upstream • EDA, IP, & Design Tools | $ARM, $CDNS, $SNPS • Semiconductor Equipment | $ASML, $AMAT, $LRCX, $KLAC, $TER Midstream • Foundry & Advanced Packaging |…↗

Feb 8

Shay Boloor — $GOOGL, $MSFT, $META & $AMZN just confirmed $600B+ in 2026 CapEx. Here’s how that money flows through the AI stack: GPUs, Accelerators • $AMD provides second source AI GPUs with…↗

Feb 7

Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $SNDK +152% 2. $BE +65% 3. $WDC +64% 4. $CRML +59% 5. $ENPH +55% 6. $TWST +55% 7. $APLD +43% 8. $ASTS +40% 9. $NXT +39% 10. $MU +38% 11.…↗

Feb 5

TheValueist — My updated Chip Pricing Dashboard is attached. $MU $SNDK $WDC $STX https://t.co/wUm27UadB1↗

Feb 5

TheValueist — I actually fully tangibly (almost) understand what this means since getting my ClawdBot up and running and grinding it to the bone. There are so many damn things that need to be mo…↗

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↗

Feb 4

Daave “3 and 30” Tepper — i cant remember, do google (and meta) data centers use HDD for storage? $stx $wdc↗

Feb 3

TheValueist — $WDC $SNDK 7.5mm shares must be sold by 2/24/26.↗

Feb 3

TheValueist — $WDC $STX $NVDA $AMD CALL READ-THROUGH FRAME The 02/03/26 Teradyne earnings call framed current conditions as an AI-infrastructure-driven test equipment upcycle, with explicit man…↗

Feb 3

Alex A.C. — " $WDC Western Digital Authorizes Additional $4.0 Billion of Share Repurchases" 🫡 “The expanded $4.0 B buyback authorization demonstrates our confidence in WD’s future and commit…↗

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…↗

— Remember $WDC owns 7.5mm shares of $SNDK and has committed to liquidate those shares by 2/24/26, driven by tax consequences from the separation. That is $4.5bn at SNDK price of $60…

Jan 30

TheValueist — $WDC EXECUTIVE CALL SUMMARY: Western Digital Corp (01/29/26) Western Digital reported a materially stronger-than-expected Q2 FY2026, characterized by sustained hyperscale nearline…↗

Jan 29

TheValueist — $WDC (Bloomberg) -- Western Digital forecast revenue for the third quarter; the guidance beat the average analyst estimate. THIRD QUARTER FORECAST •Sees revenue $3.1 billion to $3.…↗

Jan 29

TheValueist — Memory/storage post. $SNDK $MU $STX $WDC https://t.co/kAF4yRulyN↗

Jan 29

InvestmentGuru — Overnight market 💛 Spot Gold breaks $5,500/oz for the first time 🥈 Spot Silver trades at $117/oz Earnings Movers: •🚀 $META +7% on strong results & upbeat guidance •🚀 $IBM +7…↗

Jan 27

TheValueist — Memory/storage post liking this STX call. $STX $WDC $MU $SNDK https://t.co/OAxR4SzZDf↗

Jan 27

TheValueist — Memory/storage is very strong today. STX earnings release post close. $MU $SNDK $WDC $STX https://t.co/3Vy9hvxgcg↗

Jan 27

TheValueist — $MU $SNDK $WDC $STX EXECUTIVE ASSESSMENT The core direction of the post is technically sound: direct-attached storage (DAS) generally offers the lowest latency and the simplest I/…↗

Jan 26

TheValueist — Time for the HDD catch-up trade? $STX $WDC https://t.co/9RAgbb1HoA↗

Jan 26

Trade Whisperer — $WDC LSEG just dropped a research report on Western Digital with a solid score of 8, just slightly below Micron's. But look at this gap: $WDC forward P/E ~30x $MU forward P/E ~10x…↗

Jan 24

TheValueist — The memory/storage battleground. But it is not actually a battleground. All of these companies will make shitloads of money over the next 24 months. I believe you will (still) do w…↗

Jan 24

Daave “3 and 30” Tepper — Seems to me $wdc and $stx earnings, orders and guidance might be ok https://t.co/JdqNk3BTTn↗

Jan 23

Shay Boloor — NEXT WEEK MARKS THE HARD LAUNCH OF EARNINGS SEASON Tuesday | $UNH, $BA, $TXN, $NXT Wednesday | $TSLA, $MSFT, $META, $NOW, $ASML, $IBM, $LRCX Thursday | $AAPL, $V, $KLAC, $SNDK,…↗

Jan 23

InvestmentGuru — This is where the money is going in this market Rare Earths / Strategic Metals $CRML $TMC $USAR $MP Defense & National Security $SKYT $KTOS $KRMN $AMTM AI Infrastructure & Co…↗