@IsabelLynn 1 month ago
Western Digital and the storage rally
Western Digital and the storage rally
it is pretty wild to see western digital gain over 12% in such a short time as the ai conversation shifts toward memory. i wonder if is a more affordable way to play the data center expansion than the big chip makers. do you think this storage demand is sustainable for the long run?
@ProduceCut309 1 month ago
AI-driven storage demand looks like a durable trend, but long-term success will still depend on execution and pricing cycles.
@BrianHoward 1 month ago
western digital has been on a roll lately. i really think people overlook how important storage is for all this new data.
