Western Digital Stock Discussion

My Thoughts on $Micron Technology(MU.US)$ The quarter was really solid. Balance sheet and cash flow management is impressive and reflects corporate discipline. The guidance is solid. The CEO is not only confident, but he is also talking about long-term agreements through 2025 with his clientele. Remember without memory, there is no AI, there are no AI-infrastructure providers like $NVIDIA(NVDA.US)$ , and there are no AI software developers and cloud providers like mega-...

$Western Digital(WDC.US)$Japan's semiconductor sector: What's behind the chip reboot? – DW – 04/29/2024

Is any of the stocks in the portfolio right now? or thinking to adding it?
Seems like Tech and Semiconductor is the dominat winner as of now.
$Super Micro Computer(SMCI.US)$ $NVIDIA(NVDA.US)$ $Vistra Energy(VST.US)$ $Constellation Energy(CEG.US)$ $Micron Technology(MU.US)$ $First Solar(FSLR.US)$ $Broadcom(AVGO.US)$ $NRG Energy(NRG.US)$ $Deckers Outdoor(DECK.US)$ $GE Aerospace(GE.US)$ $Eli Lilly and Co(LLY.US)$ $Qualcomm(QCOM.US)$ $Western Digital(WDC.US)$ $Applied Materials(AMAT.US)$ $Howmet Aerospace(HWM.US)$ $NetApp(NTAP.US)$ $Meta Platforms(META.US)$ $KLA Corp(KLAC.US)$ $Moderna(MRNA.US)$

$Western Digital(WDC.US)$
with CAGR 9.6% annually till 2030, that's mean 10,000 more data centers require on top existing 10,970 data centers will build, ready and operate in year 2030. That's a massive explosive growth of HDD, SDD require for next 6years with massive revenue and earnings growth moving forward.

$Western Digital(WDC.US)$
That will be massive +1600% growth in next 2030 with ever raising HDD, SDD sales order + raising ASP price for larger storage memory starting 2024 till 2030 to meet AI cloud & AI data center growth

$Western Digital(WDC.US)$ Many investors still unknown, Western Digital & Seagate will have massive big explosive in coming many Qtrs as HDE, SDD shortage is significantly as 10,000 new data centers need to be build till year 2030 on top of current 10,970 available data centers. Those who know, will profits it handsomely in many years to go.

$Western Digital(WDC.US)$pcgamesn.com/wd...

$Western Digital(WDC.US)$ ai pushing this due to high demand in storage space?