To The Moon

$Western Digital(WDC)$ dirt cheap now and extremely needed

$Western Digital(WDC)$  Don't gamble against a stock that has declined almost 40% in consecutive trading sessions.

$Western Digital(WDC)$  It should follow the broader markets and indices, and head up.

$Western Digital(WDC)$ Was filling that gap to $575 really necessary...

There's an interesting thing happening in mega-cap tech right now: prices are coming down faster than fundamentals. $NVIDIA(NVDA)$  has compressed from around 32x PE to about 29x. $Microsoft(MSFT)$  has gone from around 27x PE to about 22x. $Meta Platforms, Inc.(META)$  has moved from around 22x PE to roughly 20x. On paper, these names are actually cheaper today than during the April 2025 correction, despite stronger earnings power and AI-driven revenue acceleration since then. That's the disconnect: multiple contraction while earnings power is still trending up. This is what re-rating phases tend to look like before sentiment flips back.

$Western Digital(WDC)$ Every pullback for months now, the low IQ bears scream bubble. Let them short so we can buy back in for the next leg up. They have no understanding of this market.

$Micron Technology(MU)$ I'm annoyed that $Western Digital(WDC)$  and $SanDisk Corp.(SNDK)$  are feeding off from MU. Micron is undervalued, the rest are overvalued.

$Western Digital(WDC)$ How is $Micron Technology(MU)$  still topping the list for "fastest forward growth at the lowest multiple (growth at a reasonable price)" among all memory stocks? It's growing so fast that the multiples are barely expanding.

$Western Digital(WDC)$ Demand is solid, debt is lower than in the past, and profit margins are rising. I still see this as a buy.

$Western Digital(WDC)$  If you compare the daily chart of WDC with SNDK and MU, you'll notice it always has a one or two day delay—it always pumps after its peers. So today's trend is perfectly normal, and it should get back to ATH soon.