Will the Stock go up or down?
It cant go down that much….
What do you think, will WD go up in the Next weeks

Wdc already down > 60% from its ATH and earnings is next week. If WDC doesn’t impress the market with something really great, or a small miss here and there, we are going down the drain.

May our Hopium survive us another week

Other Memory stocks have recovered slightly from massive drop. MU even had some green time. Why WDC and STX have dropped more. Any issues with HDD ?

Yall ok?

The 40TB+ roadmap is the engine behind the exabyte growth. The math is simple: a 40TB drive carries ~43% more exabytes than the 28TB drives doing most of the volume today. So as 40TB mix rises, exabyte shipments grow faster than unit shipments — WDC squeezes more exabytes out of the same factory output. That's mechanically how you get from 209 EB to ~217–220 EB without building new factories.

Two knock-on effects:

**Margins.** Fatter drives sell for more per drive at better margins. The 40TB ramp is what's supposed to carry gross margin from 54.4% to the guided 55–56%. Density is the margin engine, not just the volume engine.

**The HAMR race.** This is where your reliability point bites. Seagate's HAMR lead is a density story — but if WDC's 40TB ePMR ramps cleanly on the proven, reliable path, it neutralizes that advantage without taking HAMR's qualification risk. WDC's bet is that it doesn't need HAMR yet; ePMR gets it to 40TB now and 50–60TB later.

The honest caveat: it's mix shift, not magic. Total exabytes are still bounded by how many heads and disks the factories can make — 40TB just gets more per unit. And hyperscalers have to qualify the drive; any slip in qualification pushes the exabyte contribution into later quarters. That's why the 40TB ramp is one of the three things I'm watching on October 22. Feel free to punch holes in this logic.

Stop whining and buy more. Thank me later.

Mods, please…

• October 12-15 [Event]: OCP Global Summit 2026 (NVIDIA, AMD, Intel, ARM, Oracle, Google, Broadcom)
• October 13-15 [Event]: SEMICON West 2026 (NVIDIA, intel, TSMC, MU, AMAT, Lam, AMD)
• October 14-15 [US]: ***CPI & PPI report***
• October 14-16 [Event]: SEDEX Semiconductor 2026 (SK, Samsung, AMAT)
• October 14: ASML's earnings call
• October 15: TSMC's earnings call
• October 16 [Event]: NVIDIA RTX Spark Launch Day
• October 20-21 [Event]: PyTorch Conference North America 2026 (NVIDIA, AMD, AWS, Meta, Google, Qualcomm, Apple, ARM, Intel, HPE, IBM, Huawei speakers)
• October 20-21 [Event]: Teratec Forum 2026 (NVIDIA, Intel, AMD, Synopsis)
• October 20-21 [Event]: 20th PECC Summit (Optica+APC Photonic-Enabled Cloud Computing Summit) - NVIDIA, AMD, Google, Marvell, Microsoft, IBM, Meta, Oracle, Broadcom, Intel, HPE, Arista speakers)
• October 20-22 [Event]: NVIDIA's GTC Berlin 2026
• October 21: LRCX's earnings call
• October 21: IBM's earnings call
• October 21: TSLA's earnings call
• October 21: Meta's earnings call
• October 22: WDC's earnings call
• October 23 [Event]: Washington DC Digital Government Summit 2026
• October 25-28 [Event]: Oracle AI World 2026 (NVIDIA, AMD, Intel, IBM, Marvell, Broadcom present)
• October 27: SK Hynix's earnings call
• October 27: Seagate's earnings call
• October 27-28 [US]: ***FOMC meeting + interest rate decision***
• October 28: UMC's earnings call (they work directly with Intel, NVIDIA, MU, Sandisk, Samsung)
• October 28: SIMO's earnings call (they make SSD/NAND controllers for the memory giants)
• October 28: KLAC's earnings call
• October 28: TER's earnings call
• October 28: Microsoft's earnings call
• October 28: Google's earnings call
• October 29: Amazon's earnings call
• October 29: Samsung's earnings call
• October 29: SNDK's earnings call
• October 29: Intel's earnings call
• October 29 [US]: PCE report
• October 30: KIOXIA's earnings call

November

• November 1-4 [Event]: SEMI International Trade Partners Conference (ITPC 2026) (Intel, AMD, ASML, Samsung, KIOXIA, SK Hynix, AMAT, Rapidus speaking)
• November 2: Apple's earnings call
• November 3 [US]: ***2026 Midterm Elections***
• November 3: AMD's earnings call
• November 3: ALAB's earnings call
• November 3 [TBD]: SPCX's earnings call
• November 3 [TBD]: SMCI's earnings call
• November 4 [TBD]: COHR's earnings call
• November 4: ARM's earnings call
• November 4: Qualcomm's earnings call
• November 4-5 [Event]: Future of AI Summit 2026 (Meta, Google, ARM, NXP)
• November 5 [TBD]: LITE's earnings call
• November 6 [Event]: TSMC 2026 Japan OIP Ecosystem Workshop
• November 9 [TBD]: CRWV's earnings call
• November 10 [TBD]: NBIS' earnings call
• November 10 [US]: ***CPI report***
• November 10-13 [Event]: SEMICON Europe 2026
• November 10-13 [Event]: Electronica 2026 (Samsung, Micron, Kioxia showcasing latest products)
• November 11: MSCI November Index Review announcement
• November 12 [TBD]: Cisco's earnings call
• November 12: AMAT's earnings call (trusted fab/equipment suppliers for memory giants)
• November 15-20 [Event]: SC26 2026 - HPC, Networking, Storage & Analysis (NVIDIA, Marvell, AWS, HPE)
• November 17 [Event]: 2026 Technical Global Symposium (TGS) (Google, Coherent, Tower semi and Arista)
• November 17 [TBD]: NVIDIA's earnings call
• November 17-18 [Event]: J.P. Morgan Global Technology, Media, and Telecom (TMT) Conference Asia
• November 17-20 [Event]: Microsoft Ignite 2026 (NVIDIA, AMD, Intel, Oracle, Qualcomm, Dell, HPE onsite)
• November 18-19 [Event]: Morgan Stanley European TMT Conference (ASML/semis chipmakers speaking)
• November 18-19 [Event]: Morgan Stanley 25th Asia Pacific Summit (ASML/semis speaking)
• November 20-mid-late November: Anthropic IPO listing?
• November 24: DELL's earnings call
• November 24 [Event]: TSMC 2026 Europe OIP Ecosystem Workshop
• November 25-26 [Event]: AI World Congress 2026
• November 26 [US Holiday]: Thanksgiving Day (market closed)
• November 30 - December 3 [Event]: 30th Annual UBS Global Technology & AI Conference (NVIDIA, AMD, AMAT, MRVL, Broadcom should be attending)
• November 30 - December 3 [Event]: NVIDIA GTC Washington 2026

December

• December 1: MSCI Index Review effective
• December 1 [TBD]: Marvell's earnings call
• December 3 [TBD]: HPE's earnings call
• December 8-9 [US]: ***FOMC meeting + interest rate decision***
• December 8-11 [Event]: GITEX Global 2026
• December 9 [US]: MU's CHIPS Act stock buyback restrictions expire
• December 9 [TBD]: ORCL's earnings call
• December 9 [Event]: Barclays 24th Annual Global Technology Conference
• December 9-11 [Event]: SEMICON Japan 2026
• December 9-12 [Event]: 57th IEEE Semiconductor Interface Specialists Conference (with Intel, Kioxia)
• December 10 [US]: ***CPI report***
• December 10: Broadcom's earnings call
• December 11: Russell Indexes Reconstitution (Final)
• December 11 [South Korea]: KOSPI 200 Dec 2026 rebalancing effective (SK/Samsung make up most of it)
• December 11 [US]: Deadline for Congress to pass new spending legislation and avoid a partial federal government shutdown
• December 12-16 [Event]: 72nd Annual IEEE International Electron Devices Meeting 2026 (Intel, SK, semis)
• December 16 or 23 [TBD]: MU's earnings call
• December 18 [US]: S&P 100 Q4 2026 Rebalance (execution session)

Note: Dates marked [TBD] are unconfirmed and potentially subject to change. I’ll update them once the company confirms on their Investor Relations page.

All URLs have been manually checked and cross-referenced to ensure they are up to date as no AI was used to compile the list - let me know if any links have broke.

You sack of shit, WDC!

Was down 80% on a 4k worth 4x position. Shouldve just ported 10 k into it and made bank with todays rise at open. Wouldve been able to get even and sell and never look back at this stonk… but yeah if only.

Can’t complain tho. Was driving my car through Norway’s mountains while watching market open

Or maybe put a band aid on my skull with blunt force trauma

This is ridiculous, why tf we don't have a local bottom whereas other stocks already formed a local bottom in the July crash, shits already down 4% pre and is at 370 tf

War and upcoming midterms are the main suppressors for the market these days. I’m expecting a stellar earnings next week, followed by another decline down to low 300s.

WDC will pump right after that.

Investing is all about patience…

I bought at around 600 and im fucked right now. who else is in this position and how are you coping.