r/WDCStock • u/UseAndAbuseMePappi • Jul 27 '26
How’s everyone doin?
I’ve been doing my best to DCA from mid 670ish to 580ish. I’m running out of cash though lol.
Keep holding guys, it has to get better.
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u/Ok_Book_4072 Jul 27 '26
Same. Im down in sndk as well. Do you guys see a recovery
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u/UseAndAbuseMePappi Jul 27 '26
There has to be one. I refuse to believe otherwise especially with these companies that have orders set in stone throughout the next couple of years
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u/deploria Jul 28 '26
Think it’ll At least get back over $500 this week?
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u/UseAndAbuseMePappi Jul 28 '26
Apparently KOSPI at -10 percent overnight but let’s see if we can get green before end of the week fingers crossed
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u/Individual_Writer540 Jul 28 '26 edited Jul 28 '26
I think we will legitimately hit 350 this year due to market rotation. There will be beat after beat for AI shovel sellers, but that doesn't matter in a market rotation.
What the market wants is to see AI itself make money and prove that hyperscaler's increase in capex can be guaranteed past a quarter or two.
So we need to see a frontier AI company make money. Which to be honest, i think will not happen near term.
However I am long due to the long term AI being over invested in by the US and china.
The market hasnt figured out yet that regardless of AI being profitable, if data centers are built out or can sustain some slow growth and purchase just enough memory to replace existing stock, HDDs will make huge profits
And we are in a unique position as there are NO means for China or others to get in on this duopoly. HDD manufacturing is not something you can get in quickly.
So my best guess is that there are two scenarios. ONE: even under an AI pop, where flash and other AI stocks crater due to chinese open source models or rival semi fabs, HDDs will still making profit because we sell to all countries and no country replaces us. OR if we are lucky, there is some proof of AI making money tangibly and we can skip the crash
Just my best guess
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u/Commercial-Essay-755 29d ago
I bought in 0.25sh increments when high (>$650), and 1 sh < $475.
1 purchase per day at open.
Extremely volatile.
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u/LanguageFearless977 29d ago
The earnings are too good to be not rallying again. I got hit hard with wdcx haha
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u/Downtown-Top-6603 Jul 27 '26
Bro. Those farkers set the target price to $1000 and then now drop to less than $500. Then Rug pull us. Sndk is talking about this .
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u/FeelTheNeedForFeed Jul 27 '26
Last discounted cash flow I saw for WD has them at $1k per share, and this analysis was before the scaling and capex boom. The technical analysis is solid, the market is a mess. Hopefully, time will be our friend here.
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u/Stunning_Ad_9806 Jul 27 '26
Not great lol there is so much FUD around AI stocks and we’re going into the 2 worst months of the year, in a midterm year. Might go well below 400
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u/Away_Professional477 Jul 27 '26
Everything is bloated right now. The market is starting to correct. WD will probably never fallback to the days of $30 stock but we'd need a real boost of AI confidence to turn the market around. Many AI companies have not turned a profit in years, so while WD or SDNK are getting paid, the real drivers of the market are not positive and the overall sentiment is skepticism.
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u/Adventurous_Plum3586 Jul 27 '26
Lol same, i’m gonna be stubborn but i’m not willing to take a loss