0.00Open0.00Pre Close0 Volume0 Open Interest93.00Strike Price0.00Turnover109.14%IV-27.29%PremiumJul 26, 2024Expiry Date19.94Intrinsic Value100Multiplier4DDays to Expiry0.00Extrinsic Value100Contract SizeAmericanOptions Type-0.9803Delta0.0069Gamma3.66Leverage Ratio-0.0296Theta-0.0050Rho-3.58Eff Leverage0.0037Vega
Western Digital Stock Discussion
(1) $Seagate Technology Holdings PLC : Wedbush Raises Target Price to $130 From $100 $Seagate Technology(STX.US)$
(2)Western Digital Corp : Wedbush Raises Target Price to $95 From $85 $Western Digital(WDC.US)$
Seems like Tech and Semiconductor is the dominat winner as of now.
$Super Micro Computer(SMCI.US)$ $NVIDIA(NVDA.US)$ $Vistra Energy(VST.US)$ $Constellation Energy(CEG.US)$ $Micron Technology(MU.US)$ $First Solar(FSLR.US)$ $Broadcom(AVGO.US)$ $NRG Energy(NRG.US)$ $Deckers Outdoor(DECK.US)$ $GE Aerospace(GE.US)$ $Eli Lilly and Co(LLY.US)$ $Qualcomm(QCOM.US)$ $Western Digital(WDC.US)$ $Applied Materials(AMAT.US)$ $Howmet Aerospace(HWM.US)$ $NetApp(NTAP.US)$ $Meta Platforms(META.US)$ $KLA Corp(KLAC.US)$ $Moderna(MRNA.US)$
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.
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
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