WDC $$$

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Hmm should I switch my MU port to WDC or STX or what

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AVGO, SNDK, MU, WDC, NVDA, STX.

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I have this theory that the AI cycle has three big phases to it. Phase 1 was LLM model training/learning dominated by the compute companies (NVDA mostly, duh) then phase 2, inference currently in this phase dominated by the memory stocks like MU, SNDK, WDC, seagate etc, next phase will be edge computing in your pocket. Qualcomm, AAPL, MRVL and AVGO dominate

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I agree! im long sndk wdc and mu. the markets are irrational. Sell AIon 200 billion capex spend and the companies that will gain the most drop.

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MU SNDK WDC & data centers. Memory shortage still remains, demand is only increasing, and the MAG7 just doubled down their capital spend, literally $600B between Meta, AMZN, GOOG & MSFT alone - the checks have already been written, and regardless of if AI is actually profitable or not - the infrastructure & supply chain for the AI ramp are the beneficiaries of this absurd capital spend.

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Same !! Saved $3k worth of wdc buy 

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Why is WDC so ghey?

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I knew the top was in when I started to buy WDC on Monday after sitting months on the sideline

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So what WDC?

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