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 · open - wdc
Related
5 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 Jul 31 ArticleOne Seller: Anatomy of the AI Whiplash Jul 13 InvestigationThe memory selloff is an ASP repricing — and the $26.5B raise is the tell Jul 5 ArticleThe Memory Supercycle Is Broader — and More Dangerous — Than the Narrative Admits No direct external sources are attached to this read.