WDC — Desk Call Target

Target

WDC — Desk Call Target

Setup

WDC — desk call same nearline thesis as STX — margins 10%→36% on the same AI storage driver · open - wdc

6 events
DateTypeEvent
Jul 5 ArticleThe Memory Supercycle Is Broader — and More Dangerous — Than the Narrative Admits Jul 7 UpdateMU — candidate.roundup Jul 7 ScanMonster Scan Jul 7 ScanAI Scan Jul 11 UpdateMU — candidate.roundup Jun 29 Deep DiveWdc Deep Dive

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