WDC Western Digital Corporation

WDC Western Digital Corporation

Technology · Computer Hardware

Desk view

Watchingmedium conviction · entry WAIT: close above $468.19 (Sept 4 high; SMA20 already reclaimed); NEW flag plus current allocation, pricing and capacity evidence. Price alone cannot authorize BUY. — not entered
Basis Open desk call ·Logged decision
Perspectives Nearline Storage
Updated

Market read

Scan convergence 1 scan as of 2026-10-16 1 neutral converging

POC $273.67 · VWAP $354.57 · -6.4% vs 12m avg buyer

collapse vol: normalgaps: stablechurn: quiet as of

Insiders quiet 0 buy / 0 sell · Form 4, 90d

Cluster Director, Officer + 1 other sold $4.2M, Aug 27–Sep 8

Coverage

6 related campaigns

Watchlists @ai-bottlenecks@ai-scan@escalation@memory@nearline-storage@thebuildout-ai-storage-data-pipeline

WDC Price Structure

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Peers

Every watchlist WDC belongs to, members best 30-day change first — WDC highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@nearline-storage
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STX-18.4% -7.5%1d -18.4%7d DISK-20.1% -5.9%1d -20.3%7d WDC-20.4% -6.9%1d -16.4%7d
@memory
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RMBS+7.2% -6.0%1d -18.8%7d MU-5.2% -5.6%1d -14.6%7d SIMO-12.4% -3.3%1d -19.9%7d EWY-14.3% -3.7%1d -15.1%7d SNDK-14.5% -6.8%1d -17.9%7d DRAM-16.1% -5.8%1d -18.8%7d STX-18.4% -7.5%1d -18.4%7d DISK-20.1% -5.9%1d -20.3%7d WDC-20.4% -6.9%1d -16.4%7d SKHY-21.9% -6.6%1d -19.3%7d
@thebuildout-ai-storage-data-pipeline
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P+27.1% -7.0%1d -19.7%7d NTAP+6.4% -5.1%1d -14.1%7d ALAB+6.2% -5.3%1d -16.5%7d NVDA+0.1% -1.4%1d -6.6%7d MRVL-0.8% -5.6%1d -17.2%7d KLAC-1.0% -5.0%1d -15.3%7d IBM-2.3% -0.8%1d +2.2%7d HPE-2.7% -6.0%1d -24.9%7d AVGO-3.2% -4.5%1d -9.1%7d MU-5.2% -5.6%1d -14.6%7d SNOW-7.3% -8.4%1d -16.8%7d MDB-10.3% -7.9%1d -12.5%7d SNDK-14.5% -6.8%1d -17.9%7d STX-18.4% -7.5%1d -18.4%7d DELL-19.8% -4.6%1d -22.9%7d WDC-20.4% -6.9%1d -16.4%7d SKHY-21.9% -6.6%1d -19.3%7d
@escalation
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LNG+8.1% +3.7%1d +4.0%7d LIN+7.9% +1.1%1d +3.0%7d APD+4.4% +1.0%1d +6.5%7d TRGP+3.6% +4.4%1d +2.9%7d UNG+2.9% -3.9%1d -3.2%7d FCG+2.1% +3.5%1d +4.7%7d OKE+0.7% +2.9%1d +3.9%7d EWT-2.0% -2.6%1d -7.0%7d DAL-3.2% -3.5%1d -8.3%7d CQP-3.3% +2.1%1d +0.1%7d EPD-3.3% +3.5%1d +2.0%7d ET-4.0% +1.9%1d -0.7%7d EWS-4.2% -0.3%1d -0.8%7d UALE-9.6% -5.1%1d -10.6%7d GLNG-10.1% +0.7%1d -5.5%7d FLNG-12.4% -1.4%1d -8.5%7d VG-13.2% +1.8%1d -3.3%7d EWY-14.3% -3.7%1d -15.1%7d STX-18.4% -7.5%1d -18.4%7d WDC-20.4% -6.9%1d -16.4%7d
@ai-bottlenecks
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P+27.1% -7.0%1d -19.7%7d TLN+23.4% +0.3%1d -6.3%7d 8046.TW+22.6% +0.7%1d -8.1%7d PENG+18.4% -7.7%1d -25.1%7d 6920.T+15.2% +5.0%1d -15.2%7d 3037.TW+13.4% +1.4%1d -14.2%7d 4958.TW+12.9% +7.3%1d -5.9%7d 7729.T+10.2% +1.7%1d -12.4%7d GNRC+10.0% -2.9%1d -14.3%7d TT+8.8% +0.3%1d -3.8%7d 2802.T+8.6% +0.8%1d -2.2%7d AMS.SW+8.5% -2.3%1d -15.5%7d RSW.L+8.5% +1.5%1d -4.1%7d GFS+8.5% -4.3%1d -3.2%7d 6103.T+8.5% +1.1%1d -0.5%7d VST+8.3% -1.4%1d -5.9%7d ON+8.1% -2.3%1d -7.1%7d 6501.T+8.0% +3.1%1d +1.8%7d LIN+7.9% +1.1%1d +3.0%7d NG.L+7.4% +2.0%1d +6.2%7d 6861.T+6.8% +2.3%1d +0.3%7d ENTG+6.6% -5.5%1d -16.3%7d NTAP+6.4% -5.1%1d -14.1%7d ALAB+6.2% -5.3%1d -16.5%7d TXN+6.1% -0.9%1d -2.6%7d 3105.TWO+6.0% -0.2%1d -13.8%7d 6146.T+5.9% +1.3%1d -12.4%7d MPWR+5.5% -3.1%1d -12.7%7d 2449.TW+5.2% +1.1%1d -9.7%7d TEL+5.2% -0.2%1d -2.6%7d WEC+5.2% +2.5%1d +4.8%7d SHLS+5.1% -7.6%1d -18.0%7d CRDO+5.1% -4.9%1d -21.6%7d HUBB+5.0% -0.8%1d -2.7%7d SONY+4.8% +0.8%1d +3.1%7d NXPI+4.7% -0.8%1d +0.8%7d CEG+4.6% -1.3%1d 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-2.9%7d NOK-9.9% -4.5%1d -11.8%7d SYM-10.1% -2.5%1d -9.1%7d CGNX-10.2% -3.0%1d -14.2%7d 6324.T-10.2% +3.7%1d -14.0%7d CCJ-10.3% -2.0%1d -7.4%7d LITE-10.4% -5.2%1d -25.3%7d ANET-10.4% -4.6%1d -18.3%7d ORCL-10.4% -4.6%1d -9.3%7d PRY.MI-10.5% -0.4%1d -11.2%7d 300748.SZ-10.6% +1.2%1d -5.9%7d XPEV-10.7% -4.2%1d -6.8%7d INTC-11.1% -5.8%1d -14.2%7d NEO.TO-11.2% -3.0%1d -5.2%7d ALOY-11.3% +8.2%1d -1.2%7d ILU.AX-11.8% +5.3%1d -6.0%7d CW-11.9% +0.2%1d -2.0%7d AOSL-11.9% -6.8%1d -22.0%7d UMC-12.0% -5.3%1d -13.7%7d STRL-12.1% -4.9%1d -17.3%7d AGX-12.2% -5.9%1d -12.0%7d LASR-12.7% -5.1%1d -12.5%7d 6451.TW-13.5% +1.0%1d -13.4%7d VRT-13.8% -3.9%1d -15.0%7d 005380.KS-13.8% +5.6%1d -3.9%7d LBRT-13.8% -0.6%1d -12.6%7d ENPH-13.9% -0.7%1d -6.7%7d 009150.KS-14.0% +2.1%1d -23.2%7d SMCI-14.2% -9.9%1d -24.4%7d SNDK-14.5% -6.8%1d -17.9%7d ENVX-14.7% -7.1%1d +1.2%7d 005930.KS-15.0% +2.6%1d -17.8%7d SHA0.DE-15.0% +1.4%1d -0.8%7d BESIY-15.1% -6.7%1d -14.1%7d 2GB.DE-15.2% +1.2%1d -18.1%7d MTZ-15.3% -0.3%1d 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-9.7%1d -22.1%7d AEHR-28.1% -12.4%1d -28.4%7d TMC-28.9% -3.4%1d -23.2%7d 3308.HK-29.2% +2.7%1d -17.4%7d SMR-29.8% -5.2%1d -19.0%7d ASPI-32.1% -3.2%1d -19.3%7d FRMI-33.8% -7.1%1d -7.9%7d FLNC-35.9% -9.8%1d -21.9%7d TE-35.9% -10.6%1d -22.7%7d IREN-36.7% -11.2%1d -23.3%7d 3952.HK-36.7% +5.8%1d -27.1%7d NJDCY-37.4% -5.5%1d -5.5%7d HGRAF-47.5% -14.2%1d -24.2%7d TRT-51.2% -4.8%1d -13.2%7d EOSE-53.8% -15.7%1d -27.8%7d
@ai-scan
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VEEV+17.2% -0.8%1d +4.8%7d ISRGE+11.6% -0.3%1d +0.7%7d VST+8.3% -1.4%1d -5.9%7d ZS+8.3% -5.9%1d -11.3%7d MSFT+7.9% -1.9%1d -1.1%7d TAC+7.5% +1.5%1d -2.1%7d AI+7.2% -6.9%1d -1.8%7d DDOG+7.1% -7.2%1d -15.7%7d PLTR+6.7% -7.2%1d -11.0%7d META+5.3% -3.7%1d -1.3%7d CEG+4.6% -1.3%1d -9.0%7d AMD+3.2% -6.0%1d -13.1%7d ASML+2.5% -1.0%1d -7.8%7d AMZN+1.6% -1.9%1d -4.7%7d WDAY+1.6% -3.0%1d +2.3%7d NOW+1.5% -4.4%1d +0.8%7d NVDA+0.1% -1.4%1d -6.6%7d CSCO-0.3% -2.2%1d -9.3%7d GOOGL-0.7% -2.5%1d -3.1%7d NEE-0.7% +1.1%1d +3.1%7d MRVL-0.8% -5.6%1d -17.2%7d TSLA-0.9% -2.1%1d -7.3%7d SMH-1.1% -3.4%1d -10.5%7d TSM-1.2% -2.3%1d -9.0%7d FTNT-1.5% -7.0%1d -13.2%7d AIQ-1.6% -3.2%1d -6.9%7d ADBE-2.1% -2.6%1d +1.2%7d DLR-2.8% +0.9%1d -1.6%7d ROBO-2.9% -2.6%1d -7.3%7d EQIX-3.0% -1.0%1d -3.9%7d AVGO-3.2% -4.5%1d -9.1%7d CRM-3.9% -2.5%1d +5.0%7d BOTZ-4.9% -2.1%1d -6.9%7d MU-5.2% -5.6%1d -14.6%7d PATH-5.7% -6.3%1d -4.7%7d CRWD-5.8% -7.0%1d -17.3%7d ARM-6.6% -6.9%1d -14.4%7d QCOM-6.9% -3.5%1d -1.9%7d SNOW-7.3% -8.4%1d -16.8%7d TEM-7.5% -9.0%1d -8.8%7d NET-8.7% -6.3%1d -17.9%7d PANW-9.0% -7.6%1d -18.3%7d T-9.4% -0.3%1d +5.7%7d SEDG-9.6% -0.2%1d -2.6%7d SKM-9.6% -2.6%1d -6.7%7d BCE-9.6% +0.7%1d +8.3%7d FSLR-9.7% -3.5%1d -2.9%7d TMUS-9.7% +1.3%1d +7.1%7d VZ-10.0% +0.9%1d +7.5%7d MDB-10.3% -7.9%1d -12.5%7d LITE-10.4% -5.2%1d -25.3%7d ANET-10.4% -4.6%1d -18.3%7d INTC-11.1% -5.8%1d -14.2%7d RUN-11.7% -4.5%1d -4.5%7d ENPH-13.9% -0.7%1d -6.7%7d SMCI-14.2% -9.9%1d -24.4%7d IONQ-15.1% -8.9%1d -21.6%7d BE-18.0% -6.3%1d -21.1%7d STX-18.4% -7.5%1d -18.4%7d COHR-19.7% -7.1%1d -25.5%7d RGTI-20.2% -6.6%1d -15.9%7d WDC-20.4% -6.9%1d -16.4%7d SOUN-20.4% -3.5%1d -12.4%7d BBAI-20.9% -7.3%1d -9.6%7d NBIS-21.0% -12.2%1d -25.1%7d OKLO-21.5% -6.8%1d -19.4%7d SKHY-21.9% -6.6%1d -19.3%7d QBTS-27.6% -8.1%1d -19.1%7d SMR-29.8% -5.2%1d -19.0%7d EOSE-53.8% -15.7%1d -27.8%7d

Decision history

1 scored call · newest first · projection

How to read this: Positive 30-day excess supports an enter call. For pass, avoid, sell, or exit calls, a positive number means the name kept rising after the call.

May 1 enter high Margin turn +21.3% complete

Next earnings WDC reports in 5 days Oct 22

Last report Aug 5

Reported the quarter ending 2026-07-03: revenue $3.75B, net income $3.19B (SEC filing). Across the print the stock moved -17.7% (close before → first close after).

full note →

Against street estimates

How WDC's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. EPS only.

8 most recent of 11 quarters · newest report Aug 5 · projection Oct 16

Result
Aug 5 3.303.56+7.9%Beat
Apr 30 2.392.72 GAAP ≠ +13.6%Beat
Jan 29 1.932.13 GAAP ≠ +10.5%Beat
Oct 30 '25 1.581.78 GAAP ≠ +12.9%Beat
Jul 30 '25 1.481.66 GAAP ≠ +12.1%Beat
Apr 30 '25 1.111.36+22.7%Beat
Jan 29 '25 1.821.77-2.7%Miss
Oct 24 '24 1.711.78 GAAP ≠ +4.0%Beat

Recent news

Headlines about WDC from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled 1 day ago · Oct 16

“On or before” marks an article that arrived without a publish date — the date shown is when the desk pulled it, so the article is at least that old.

WDC research tape

168 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

brief Money Has Left AI for Oil and Staples Since October 8; Friday It Took Software Too scan 2026-10-16 AI Scan candidate MU — candidate.roundup scan Monster Scan — 2026-10-15 scan Monster Scan — 2026-10-14
Types
Oct 16 Article Money Has Left AI for Oil and Staples Since October 8; Friday It Took Software Too
SPYQQQRSPSMHIGVCIBRXLEUSO +4 more
Oct 16 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Oct 16 Update MU — candidate.roundup
MUSIMOSTXWDCSNDK
Oct 15 Scan Monster Scan
005930.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T3037.TW +4 more
Oct 14 Scan Monster Scan
005930.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T3037.TW +4 more
Oct 13 Scan Monster Scan
005930.KS009150.KS1888.HK2802.T4186.T5803.T6103.T6146.T +4 more
Oct 12 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 9 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Oct 9 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 9 Update MU — candidate.roundup
MUSIMOSTXWDCSNDK
Oct 8 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 7 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2049.TW2308.TW2383.TW2449.TW +4 more
Oct 6 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2049.TW2308.TW2383.TW2449.TW +4 more
Oct 5 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2049.TW2308.TW2383.TW2449.TW +4 more
Oct 2 tweet SemiAnalysis — ruthenium, a hard-drive input, went from about $560 an ounce in early 2025 to near $1,950 in September
STXWDC#nearline-storage
Oct 2 Market Brief Soft Jobs, Higher Yields, Chips Keep Running
ABSIADIARWBKRBRZEBWETMXLWOLF +4 more
Oct 2 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Oct 2 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Oct 2 Update MU — candidate.roundup
MUSIMOSTXWDCSNDK
Oct 1 Scan Monster Scan
005930.KS006260.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T +4 more
Sep 30 Scan Monster Scan
AAAMIAAOIAAPLABCLABNBABSIACMR +4 more
Sep 29 Scan Monster Scan
AAAMIAAOIABCLABSIACMRADIADM +4 more
Sep 28 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 25 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Sep 25 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 25 Update MU — candidate.roundup
MUSIMOSTXWDCSNDK
Sep 24 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 23 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Sep 23 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 23 Update MU — candidate.roundup
MUSIMOSTXWDCSNDK
Sep 22 Scan Monster Scan
AAAMIAAOIAAPLABCLABSIACMRADI +4 more
Sep 21 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 18 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Sep 18 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 18 Update MU — candidate.roundup
MUSIMOSTXWDCSNDK
Sep 17 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACHCACMR +4 more
Sep 16 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 15 Scan Monster Scan
AAOIAAPLABCLABNBABSIACMRADIADM +4 more
Sep 14 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 11 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Sep 11 Scan Monster Scan
AAMIAAOIAAPLABCLABNBABSIACMRADI +4 more
Sep 11 Update MU — candidate.roundup
MUSIMOSTXWDC
Sep 10 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Sep 8 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Sep 7 Article Memory’s Next Test Is Customer Consumption
SNDKMUSTXWDC
Sep 6 Article WD: storage demand and operating margins
WDC#nearline-storage#memory-supercycle
Sep 6 Article Micron Is Buyable on a Held Breakout; Most of the Rebound Still Waits
MUNBISIRENSNDKGEVCEGTSMSOXX +4 more
Sep 5 Article The Names With the Best Structure Have the Worst Entries
LRCXAMATGLWWDCMRVLCOHRVRTGOOGL +4 more
Sep 4 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Sep 4 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Sep 4 Update MU — candidate.roundup
MUSIMOSTXWDC
Sep 3 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Sep 2 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Sep 1 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 31 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 28 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Aug 28 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 28 Update MU — candidate.roundup
MUSIMOSTXWDC
Aug 27 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 26 Article The AI Buildout Is Paying the Ecosystem, Not NVIDIA
NVDATELMUSNDKWDCSTXAPHETN#memory-supercycle#ai-power-delivery +4 more
Aug 26 Market Signal The AI Money Went Into the Ecosystem, Not Into Nvidia
NVDAMUSNDKWDCSTXSKHYCRWVNBIS#memory-supercycle#ai-power-delivery +4 more
Aug 26 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 25 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 24 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 23 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 22 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Aug 22 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 22 Update MU — candidate.roundup
MUSIMOSTXWDC
Aug 21 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 20 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAPLABBNY +4 more
Aug 18 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 14 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Aug 14 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 14 Update STX — candidate.roundup
MUSIMOSTXWDC
Aug 13 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 12 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 8 Article Memory Splits: the Shortage Story Is Intact, the Single Names Are Not
MUSNDKWDCSTXSIMO#memory-supercycle#nearline-storage
Aug 8 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Aug 8 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAALAAMIAAOIABBNY +4 more
Aug 8 Update WDC — candidate.roundup
MUSIMOSTXWDC
Aug 5 Market Brief Fear Disarms Into the Week's Biggest Print Wall
AGROAMBAAMPARESARKGATKRSPCXEPLTR +4 more
Aug 5 Catalyst WDC earnings
WDC
Aug 3 Market Brief The Tape Turned, Then Palantir Answered
ACHCANDEBKDCAKECECOCLDXAGMCDNA +4 more
Jul 31 Article One Seller: Anatomy of the AI Whiplash
MUSNDKSKHYNBISCRWVEWYBESTX#memory-supercycle +1 more
Jul 31 Market Brief One Margin Call, One Record Day
AAPLABBVABCLABTACHRACNAMZNMSFT +4 more
Jul 31 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 31 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABSI +4 more
Jul 31 Update MU — candidate.roundup
MUSIMOSTXWDC
Jul 30 Market Brief The Block Clears: Citadel Buys the Book, Memory Rips
AAPLABBVABCLABTACHRACNMSFTMETA +4 more
Jul 29 Catalyst WDC earnings
WDC
Jul 28 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 28 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABSI +4 more
Jul 28 Update MU — candidate.roundup
MUSIMOSTXWDC
Jul 26 Article Memory rebuilt for four sessions, gave it back on Friday, and walked into the only two days that matter
MUSTXWDCSNDKTERKLICAMKREWY#memory-supercycle#nearline-storage
Jul 25 Market Brief The War Bid Arrives, the Havens Don't
ALKEALLYEAMDARKWAROCARWMXLARM +4 more
Jul 25 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 25 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABSI +4 more
Jul 25 Update MU — candidate.roundup
MUSIMOSTXWDC
Jul 23 Market Brief The capex bill lands and the rotation stops hiding
ABNBADIAMGNAMVMFANDEAPOMXLARM +4 more
Jul 17 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 17 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Jul 17 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Jul 17 Update MU — candidate.roundup
MUSIMOSTXWDC
Jul 13 Investigation The memory selloff is an ASP repricing — and the $26.5B raise is the tell
SNDKMUSKHYSTXWDCSIMORMBSEWY#memory-supercycle
Jul 11 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 11 Scan Monster Scan
005930.KS298040.KS5991.T6324.T6779.TAAMIAAOIABCL +4 more
Jul 11 Update MU — candidate.roundup
MUSIMOSTXWDC
Jul 7 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 7 Scan Monster Scan
ABSIMXLIBIDFMVLLDFTXSNDKHY9H.FBB +4 more
Jul 7 Update MU — candidate.roundup
MUSIMOSTXWDC
Jul 5 Article The Memory Supercycle Is Broader — and More Dangerous — Than the Narrative Admits
MUSNDKSTXWDC#memory-supercycle
Jun 29 Market Signal Memory Capex Glut Watch
MUSNDKSTXWDCSIMODRAMEWY
Jun 29 Deep Dive Wdc Deep Dive
WDC
Jun 26 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jun 26 Scan Monster Scan
005930.KS6779.TAEHRAEISAIXA.DEALABALKSAMRX +4 more
Jun 26 Update MU — candidate.roundup
MUSNDKSTXWDCDRAM
Jun 25 Update MU — candidate.roundup
MUSNDKSTXWDCDRAM
Jun 25 Scan Monster Scan
005930.KS5991.T6779.TAAAALAAONAAUCABCL +4 more
Jun 25 Scan NVDA Ecosystem (Composite)
NVDAAMDARMAVGOMRVLTSMASMLAMAT +4 more
Jun 25 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jun 22 Article Daily Actions — R33 Full Scan (2026-06-18 anchor)
AMATKLACLRCXMUWDCSTXGEVBE +4 more
Jun 22 Update MU — candidate.roundup
MUSTXWDCHY9H.FDRAMSIMOEWY
Jun 20 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAONABSI +4 more
Jun 20 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jun 17 Investigation memory-tier bifurcation: NVIDIA halving a mid memory tier
MUSNDKSTXWDCDRAM#memory-supercycle
Jun 16 Scan Monster Scan
005930.KS6779.TAAOIAEHRAIXA.DEALABALRIB.PAAMKR +4 more
Jun 16 Update Memory & Storage Candidates
MUDRAMSTXWDCHY9H.F005930.KSEWYSIMO
Jun 16 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jun 3 Investigation Nearline HDD storage chokepoint — demand corroborated, supply chain mapped, durable vs bubble and coverage decision
STXWDCMUSNDKAMATLRCXKLACTER#memory-supercycle#ai-power-bottleneck +3 more
Jun 3 Investigation Following the money up Dell's supply chain — where the alpha moved and what's durable vs cyclical bubble
DELLMUSNDKSTXWDCAMDINTCNVDA#memory-supercycle#ai-power-bottleneck#ai-power-delivery +4 more
May 29 Scan Monster Scan
005930.KS6779.TAAAAOIACLSACLXAEHRAGX +4 more
May 29 Update Memory & Storage Candidates
MUDRAMSTXWDCHY9H.F
May 29 Source Dell upstream-suppliers map — memory then microprocessors then hard drives, supply-constrained not demand
DELLMUAMDSTXWDCSMCIHPEVRT#memory-supercycle#ai-power-bottleneck
May 29 Scan AI Scan
ADBEAIAIQAMDAMZNANETARMASML +4 more
May 29 Scan AI Infrastructure Scan
AIQAMDAMZNANETARMASMLAVGOBCE +4 more
May 1 Scan NVDA Ecosystem Scan
AMATAMDAMKRARMASMLAVGOBECEG +4 more
May 1 Scan AI Scan
ADBEAIAIQAMDAMZNANETARMASML +4 more
Apr 30 Catalyst WDC earnings
WDC
Apr 29 Article Disk drive duopoly darts higher after Seagate earnings
STXWDC
Apr 28 Scan Monster Scan
AAOIADEAAEHRAEISAFRMAGXALMAMD +4 more
Apr 28 Scan AI Scan
ADBEAIQAMDAMZNANETARMASMLAVGO +4 more
Apr 26 Scan Monster Scan
AAAAOIAAUCACHCACLSACLXADEAAEHR +4 more
Apr 26 Update Memory & Storage Candidates
MUSTXWDC
Apr 14 Source AI Supply Chain leadership leaderboard — top 12 +106-303% YTD + do-more-of-whats-working methodology
AAOIAXTIOPTXSNDKLWLGAEHRICHRBE#optical-supercycle#ai-power-bottleneck#ai-power-delivery +4 more
Apr 11 Source Follows Roundup
AAOIAEHRAMKRAMZNAXTICIENCLSCOHR +4 more
Apr 10 Scan Monster Scan
AAOIAMATAMKRAXTIBEBWCIENDAWN +4 more
Apr 10 Update Memory & Storage Candidates
MUSTXWDC
Apr 6 Scan Escalation Scan
APDBOILCQPDALEPDEWSEWTEWY +4 more
Apr 3 Update Memory & Storage Candidates
MUSTXWDC
Mar 31 Scan Monster Scan
AAAAOIACLXADEAAEISAEMAGIAGX +4 more
Mar 31 Update Memory & Storage Candidates
MUSTXWDC
Mar 26 Scan Monster Scan
AAOIACLXADEAAEISAEMAGIAGXAHG +4 more
Mar 26 Update Memory & Storage Candidates
MUSTXWDC
Mar 24 Scan Monster Scan
AAOIAKAMASMLCOPDOCNDVNEXASFIX +4 more
Mar 24 Update Memory & Storage Candidates
MUSTXWDC
Mar 24 Scan AI Scan
ADBEAMDAMZNANETARMASMLAVGOBOTZ +4 more
Mar 20 Scan Monster Scan
AAAAOIAKAMANETANFAPHAVGOBE +4 more
Mar 20 Scan AI Scan
ADBEAMDAMZNANETARMASMLAVGOBBAI +4 more
Mar 13 Scan Monster Scan
AAAAOIAAUCACLXAEMAGAGIANET +4 more
Mar 12 Scan Monster Scan
AAAAOIAAUCACLXADEAAEISAEMAG +4 more
Mar 11 Scan Monster Scan
ASMLBECATDFENDOCNEXASFCXFIX +4 more
Mar 11 Scan AI Scan
ADBEAIQAMDAMZNANETARMASMLAVGO +4 more
Mar 10 Scan AI Scan
ADBEAIQAMDAMZNANETARMASMLAVGO +4 more
Feb 5 Scan AI Scan
ADBEAMDAMZNARMASMLAVGOCEGCRM +4 more
Feb 4 Scan AI Scan
ADBEAMDARMASMLAVGOBBAIBCEBE +4 more
Feb 4 Update AI Infrastructure
AMZNARMASMLMRVLMUNVDAPLTRSTX +3 more
Feb 2 Scan AI Universe (Expanded)
ADBEAMDAMZNANETARMASMLAVGOBBAI +4 more
Jun 2 '25 Source @zephyr_z9 — Long Video Generation → Memory Supercycle
MUSTXWDCSNDK#gulf-infrastructure-strike