WDC — Desk Call Target (memory & storage vertical, 2026-08-08)
Target
WDC — Desk Call Target (memory & storage vertical, 2026-08-08)
Setup
WDC — desk call not before the Aug 5 call's allocation and gross-margin language is public and read · now $434.30 · reset
Related
7 events DateTypeEvent
Aug 8 ArticleMemory Splits: the Shortage Story Is Intact, the Single Names Are Not Jul 26 ArticleMemory rebuilt for four sessions, gave it back on Friday, and walked into the only two days that matter Sep 6 ArticleWD: storage demand and operating margins Jul 31 ArticleOne Seller: Anatomy of the AI Whiplash Aug 22 tweetSemiAnalysis — 3D NAND is switching word lines from tungsten to molybdenum above ~300 layers Aug 26 ArticleThe AI Buildout Is Paying the Ecosystem, Not NVIDIA Aug 26 Market SignalThe AI Money Went Into the Ecosystem, Not Into Nvidia No direct external sources are attached to this read.