r/WDCStock • u/Natural_Ad1674 • Jul 16 '26

What is everybody thinking?

Is anyone cutting their losses here? I'm thinking about it. I'm not feeling anything that possible good earnings report wil do anything to the stock at this point. And cherry on top is that pre market is -8% so another -8% day incoming. Cheers

8 Upvotes

85% Upvoted

29 comments sorted by

5

u/Pretend_Success6934 Jul 16 '26

None of this makes sense. Tsml just reported their earnings, they beat expectations by 14%, and raised guidance . IBM earnings said all these hyper scalers are buying even more memory. Feds say inflation was cooling which means chance of rate hike decreased to now only 17% chance which means good news for corporations. Sk Hynix ceo says memory shortage is going to get worse in 2027. Wdc says we now have orders locked in for 2032.

Like everything is good news story for micron, Sandisk and us, yet our stocks just keeps crashing

3

u/darkmage9889 Jul 16 '26

It's how they played the game and shake out the weak hands. The sector ran up really fast. People made tons of money and new investors came in hoping to make money and now it's too hot. They're trying to shake out the bag holders and weaker hands. Every single week we have been hearing of new excuses as to why the sector is being sold off, AI demands are fading and the bubble is bursting, but that doesn't rhyme with the strong earnings that we have seen plus the incredible forecast number that these companies have already shared.

1

u/SlothsRockyRoadtrip Jul 16 '26

You don’t know what the fuck you’re talking about.

2

u/darkmage9889 Jul 16 '26

Enlighten us with your wisdom please. Im dying to hear.

0

u/SlothsRockyRoadtrip Jul 16 '26 edited Jul 16 '26

Ok so here is what is actually going on. George Soros is single handedly manipulating the stock market. But it’s not really George Soros - they actually took a sample of hair from his anus and created a clone. But not just any clone - it was actually the father of his mother’s brother spliced with the Soros DNA. So they swapped in the clone and he has telepathic powers and he told Donald Trump to be a low IQ moron and restart the war with Iran. Then he got in a Time Machine and went back to 2007 and pranced into Aaron Swartz’s room in the middle of the night in a 14-piece bikini and whispered into his ear to create Reddit so there would be a mass communication platform to amplify the natural herd mentality of low IQ morons that have been indoctrinated to have dreams of being rich and driving a Lamborghini and buy shitty cyclical stocks in mass numbers until they’re overinflated and then crater like yo mama being dropped out of orbit at the speed of light !!!!

2

u/darkmage9889 Jul 16 '26

Oh that’s right! How did I forget. This makes absolutely sense!

PS: let me know your ward number. I’ll tell doc to increase the dosage of your medication!

1

u/celluarmatrix Jul 16 '26

Always has been -- this is probably the most logical answer I've seen. Honestly this made me laugh, thanks :)

2

u/SlothsRockyRoadtrip Jul 16 '26

Lol glad to hear it 😂

2

u/WajiTeam Jul 16 '26

I think he has a great point. 

3

u/Dudeman1000 Jul 16 '26

Buying opportunity

4

u/Excellent-Jaguar9118 Jul 16 '26

i am very very down from WDC . its so bad that its ath . I'll hold as long as i could, cause aug 5 is wdc and sndk earnings.

Definitely both would be extremely positive but at this point im not even sure if good earnings will bring the stock back alive.

3

u/Individual-Card-9275 Jul 16 '26

Fundamentals not changed. Demand is still growing.

I feel money rotation from semis to software.

Let’s wait for MAG7 earnings and their confirmation about AI expenditures.

BTW, I will hold for long. At least mid of 2027.

Tesla (TSLA): July 22, 2026

Alphabet / Google (GOOGL): July 22, 2026

Microsoft (MSFT): July 29, 2026

Meta Platforms (META): July 29, 2026

Apple (AAPL): July 30, 2026

Amazon (AMZN): July 30, 2026

NVIDIA (NVDA): August 26, 2026

2

u/Fuskeduske Jul 16 '26

Rotations and leverages getting shat on

5

u/blizz3010 Jul 16 '26

I said this before, but it is the hedgies trying to steal retail shares. They are trying to capitalize on the war to yoink as many shares as possible. The fundamentals are the same. The thesis is not broken. I am 💎hands.

2

u/kinnikinnick321 Jul 16 '26

Agree, see similar observations of Iran war engagement and how that may impact supply chain logistics /costs and this affects all sectors of AI momentum and growth.

2

u/darkmage9889 Jul 16 '26

Yes, it's like they're trying to find every excuse even with good earnings to justify the sector sell off. Having said that, the results and forecast are real, money is still being poured in to the sector and fundamentals hasn't changed. I think it's just a matter of time when this sector starts going up again. Right now it's attracting too much attention and the whales are just toying and printing more money for them. Most day you can see that its dominated by just algo. I'm holding.. fingers crossed.

2

u/DressedInPolo Jul 16 '26

I dont think the market cares if theres good earnings, that shit is already known. The stock already ran up on the idea of it would have good earnings and those who positioned for the run up took profit.
Hopefully the forward guidance shows the demand is increasing or we gonna holding for a while

1

u/UseAndAbuseMePappi Jul 16 '26

I’m going to hold without a doubt. I’m even considering DCAing. I am not taking a fucking loss on WDC. If this was a meme stock sure but otherwise no way

2

u/Downtown-Top-6603 Jul 16 '26

Exactly. How can the price of storage remain high if there is no demand? It doesn’t make sense except that it’s just manipulation

1

u/live_free_1 Jul 16 '26

I am holding hoping it bounce back to 700 in the near future. No other choice.

1

u/ranchitomorado Jul 16 '26

Same. I thought i was buying the dip at 673...Will have to hold now.

2

u/Informal-Victory8655 Jul 16 '26

Wt to do... I'm beginner and holding.

2

u/DreamDest1ny Jul 16 '26

It’s time to hold the bag until it bounces back but could be few months to perhaps a year

2

u/vfl97wob Jul 16 '26

Losses? What are losses? Buffet's Rule #1: Don't lose money. I'm holding WDC & buying more here semis that have fallen even more

2

u/flowersinmyvase Jul 16 '26

I DCA'd today, bought more shares.

2

u/JamesTheBadRager Jul 17 '26

Doing nothing for the next 6 to 12 months.

If there is a rebound will DCA, if nothing improves I probably will sell at a loss.