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 $277.13 · VWAP $359.30 · -4.3% vs 12m avg buyer

collapse vol: normalgaps: overnight-shiftchurn: 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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WDC-27.4% -3.0%1d +3.5%7d DISK-28.7% +2.8%1d -0.3%7d STX-31.8% -1.8%1d -1.3%7d
@memory
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RMBSE-17.2% -0.1%1d -1.8%7d MU-18.1% +2.5%1d -0.1%7d EWY-18.5% +1.5%1d +0.6%7d DRAM-24.0% +3.0%1d +1.3%7d WDC-27.4% -3.0%1d +3.5%7d SKHY-27.6% +4.0%1d +0.4%7d DISK-28.7% +2.8%1d -0.3%7d STX-31.8% -1.8%1d -1.3%7d SNDK-31.9% -1.8%1d -4.7%7d SIMO-32.2% -0.3%1d -11.3%7d
@thebuildout-ai-storage-data-pipeline
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P+12.5% +1.8%1d -0.6%7d NTAP+9.8% +1.4%1d +5.7%7d IBM+8.9% +0.6%1d +9.2%7d SNOW-2.8% +3.6%1d +6.1%7d NVDA-6.5% -0.6%1d -1.5%7d HPE-9.1% +2.2%1d +2.8%7d AVGO-9.4% -0.5%1d -2.1%7d MRVL-12.4% +2.3%1d +0.3%7d MDB-13.4% +2.4%1d +9.9%7d DELL-17.0% +0.8%1d +1.1%7d MU-18.1% +2.5%1d -0.1%7d KLAC-22.5% -1.5%1d -12.2%7d WDC-27.4% -3.0%1d +3.5%7d SKHY-27.6% +4.0%1d +0.4%7d ALAB-28.7% -0.3%1d -10.0%7d STX-31.8% -1.8%1d -1.3%7d SNDK-31.9% -1.8%1d -4.7%7d
@escalation
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LNG+9.2% +4.1%1d +3.2%7d LIN+8.3% -0.3%1d +2.1%7d FCG+8.2% +3.5%1d +2.5%7d APD+7.0% -0.3%1d +2.5%7d TRGP+6.8% +4.4%1d +2.5%7d OKE+5.8% +2.1%1d +2.7%7d VG+5.5% +9.3%1d +10.1%7d CQP+2.9% +3.0%1d +4.1%7d ET-0.2% +2.0%1d +0.9%7d EPD-1.3% +1.5%1d +0.7%7d DAL-6.1% -3.1%1d +1.9%7d EWS-6.8% -0.2%1d -0.8%7d EWT-6.8% +0.9%1d -1.3%7d FLNG-7.7% +2.3%1d +1.2%7d GLNG-8.7% +3.6%1d +0.8%7d UAL-11.6% -4.0%1d +1.9%7d UNG-11.9% -3.1%1d -10.1%7d EWY-18.5% +1.5%1d +0.6%7d WDC-27.4% -3.0%1d +3.5%7d STX-31.8% -1.8%1d -1.3%7d
@ai-bottlenecks
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4958.TW+19.9% 0.0%1d +1.8%7d 603728.SS+19.3% +10.0%1d +35.4%7d P+12.5% +1.8%1d -0.6%7d SONY+12.4% -0.5%1d +4.8%7d WEC+9.8% -0.9%1d +2.2%7d NTAP+9.8% +1.4%1d +5.7%7d 002472.SZ+9.6% +7.2%1d +23.5%7d TLN+9.2% -1.1%1d -7.6%7d LIN+8.3% -0.3%1d +2.1%7d CLF+8.0% +6.5%1d +14.7%7d NG.L+7.6% -0.3%1d +0.3%7d D+6.6% -0.3%1d +2.6%7d 8046.TW+4.5% 0.0%1d -6.6%7d TXN+4.4% +1.9%1d +3.0%7d BAM+3.9% -1.3%1d +3.8%7d 2802.T+3.8% +0.4%1d -4.1%7d AI.PA+3.7% 0.0%1d +0.3%7d 5347.KL+3.2% +0.5%1d +2.3%7d SOLS+2.5% -0.6%1d +0.3%7d 6861.T+2.4% -2.5%1d -3.0%7d TT+1.8% -0.9%1d -3.0%7d VST+1.6% -0.5%1d -7.8%7d 300748.SZ+1.5% +3.4%1d +14.7%7d 6103.T+1.5% -0.7%1d -5.8%7d 300124.SZ+1.5% +7.2%1d +7.7%7d 6501.T+1.2% -4.4%1d -3.6%7d 688017.SS+1.1% +12.1%1d +22.5%7d 2383.TW+1.0% 0.0%1d -1.8%7d CSCO+0.1% +1.5%1d -0.8%7d NXPI-0.2% -1.2%1d +2.4%7d PENG-0.9% +2.9%1d -6.5%7d SHECY-1.0% +0.8%1d -0.7%7d JCI-1.3% +0.7%1d -1.0%7d CMI-1.4% -0.4%1d -2.6%7d ROK-1.6% +0.5%1d 0.0%7d AMBA-1.7% +5.3%1d +7.8%7d SHLS-1.7% -1.9%1d +5.7%7d 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SKHY-27.6% +4.0%1d +0.4%7d CLSE-28.1% -3.4%1d -14.4%7d FIX-28.6% -9.3%1d -19.3%7d HGRAF-28.6% +7.9%1d +32.6%7d AXTI-28.6% +1.0%1d +1.2%7d ALAB-28.7% -0.3%1d -10.0%7d AIRJ-29.0% 0.0%1d -4.5%7d WAF.DE-29.0% -8.7%1d -9.9%7d INTC-29.1% +1.7%1d -3.2%7d NVTS-29.2% -1.3%1d +0.5%7d ONTO-29.6% 0.0%1d -10.0%7d BE-29.8% -11.2%1d -12.7%7d NBIS-29.9% -0.3%1d -4.1%7d POET-30.0% +2.4%1d +0.6%7d COHR-30.4% +0.7%1d -10.1%7d KOPN-30.6% +0.9%1d +2.7%7d STRL-30.6% -4.7%1d -16.3%7d 322310.KS-30.9% -1.8%1d -16.5%7d MOD-30.9% -1.4%1d -10.4%7d STX-31.8% -1.8%1d -1.3%7d FLEX-31.8% -0.2%1d -15.4%7d SNDK-31.9% -1.8%1d -4.7%7d OKLO-32.1% -2.4%1d -5.8%7d LEU-32.3% -1.6%1d -10.9%7d 3952.HK-32.5% +15.3%1d +6.4%7d 006260.KS-32.7% -2.7%1d -5.0%7d IPWR-32.8% -4.2%1d -8.4%7d AAOI-33.2% -0.8%1d -10.7%7d KULR-34.0% 0.0%1d -8.1%7d ASPI-35.2% -6.7%1d -8.9%7d FCEL-35.3% -4.1%1d -14.5%7d TTMI-36.3% +8.4%1d -14.7%7d 3308.HK-36.6% +4.2%1d -6.3%7d ARM-36.8% +0.1%1d -7.7%7d CRWV-37.6% -2.5%1d -11.7%7d VICR-37.8% -2.2%1d -8.1%7d SMR-38.0% 0.0%1d -7.7%7d FPS-39.3% -2.8%1d -23.6%7d SIVE.ST-40.0% -10.9%1d -10.0%7d HUT-40.2% -4.3%1d -9.6%7d TMC-40.3% -1.6%1d -5.8%7d FTCI-41.7% +1.4%1d -8.1%7d AEHR-43.2% -0.6%1d -8.7%7d TE-43.3% -0.9%1d -12.6%7d NJDCY-44.8% -3.9%1d -3.9%7d IREN-47.1% -2.4%1d -7.7%7d FRMI-47.1% -3.8%1d -19.3%7d EOSE-51.7% +1.2%1d -5.0%7d TRT-56.0% -2.3%1d +2.4%7d
@ai-scan
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VEEV+19.3% +0.1%1d +4.1%7d ZS+19.0% +7.3%1d +23.0%7d AI+14.7% +3.6%1d +10.1%7d ISRG+13.6% +1.9%1d +6.0%7d NOW+12.9% +1.3%1d +12.0%7d ADBE+9.6% -2.5%1d +7.6%7d WDAY+9.2% 0.0%1d +10.1%7d PATH+8.4% +1.4%1d +10.0%7d DDOG+7.2% +4.6%1d +9.1%7d NEE+6.6% +0.2%1d +2.9%7d MSFT+4.8% +0.7%1d -0.9%7d CRM+4.6% -0.7%1d +3.3%7d PLTR+2.6% +0.3%1d +5.8%7d TAC+2.3% -2.3%1d -4.9%7d VST+1.6% -0.5%1d -7.8%7d FTNT+0.7% +4.0%1d +6.4%7d CSCO+0.1% +1.5%1d -0.8%7d SEDG-0.1% +1.1%1d +6.3%7d AMZN-0.5% -0.9%1d -0.8%7d CRWD-1.9% +8.3%1d +13.3%7d TSLA-2.1% -0.6%1d +4.9%7d SNOW-2.8% +3.6%1d +6.1%7d PANW-3.2% +7.2%1d +11.3%7d CEG-4.0% -0.7%1d -6.6%7d VZE-4.0% -1.2%1d -0.3%7d ENPH-4.5% +0.8%1d +3.2%7d DLR-5.0% +0.8%1d -2.0%7d GOOGL-5.2% -1.2%1d -6.0%7d BCE-5.6% -2.0%1d +0.3%7d AIQ-5.6% +0.3%1d +0.4%7d TSM-6.3% +1.5%1d +1.4%7d BOTZ-6.4% +1.0%1d 0.0%7d NVDA-6.5% -0.6%1d -1.5%7d ROBO-6.7% -0.1%1d -0.7%7d NET-7.5% +7.3%1d +9.9%7d EQIX-8.0% +0.3%1d -3.1%7d RUN-9.2% -1.6%1d +3.8%7d AVGO-9.4% -0.5%1d -2.1%7d ASML-9.9% +0.7%1d -4.3%7d FSLR-10.4% +0.4%1d -0.4%7d QCOM-10.8% +1.8%1d +2.2%7d TMUS-11.5% -7.7%1d -7.9%7d TEM-11.7% +6.0%1d +4.5%7d SMH-12.3% +0.7%1d -2.3%7d MRVL-12.4% +2.3%1d +0.3%7d MDB-13.4% +2.4%1d +9.9%7d META-13.6% -1.0%1d -9.4%7d SKM-14.6% -0.7%1d -4.2%7d ANET-15.3% +0.8%1d -2.6%7d AMD-15.9% +1.7%1d -2.3%7d T-17.3% -8.0%1d -10.7%7d MU-18.1% +2.5%1d -0.1%7d LITE-19.3% +0.5%1d -8.3%7d SMCI-20.5% -2.3%1d +4.1%7d BBAI-24.6% +0.5%1d -0.9%7d SOUN-26.3% -1.6%1d -6.1%7d IONQ-26.5% +0.3%1d 0.0%7d WDC-27.4% -3.0%1d +3.5%7d SKHY-27.6% +4.0%1d +0.4%7d RGTI-28.0% +0.3%1d -2.4%7d INTC-29.1% +1.7%1d -3.2%7d BE-29.8% -11.2%1d -12.7%7d NBIS-29.9% -0.3%1d -4.1%7d COHR-30.4% +0.7%1d -10.1%7d QBTS-30.6% +0.3%1d -1.0%7d STX-31.8% -1.8%1d -1.3%7d OKLO-32.1% -2.4%1d -5.8%7d ARM-36.8% +0.1%1d -7.7%7d SMR-38.0% 0.0%1d -7.7%7d EOSE-51.7% +1.2%1d -5.0%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
Last report Oct 22

Reported EPS $4.64 versus analyst consensus of $4.10 (+13.2%).

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. A consensus out of line with the name's earlier estimates (opposite sign to all of them and over 3x their size) is not graded. EPS only.

8 most recent of 12 quarters · newest report Oct 22 · projection Oct 23

Result
Oct 22 4.104.64+13.2%Beat
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

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 today · Oct 23

“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

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

brief The Prints — 2026-10-22 brief The Funding Bill: the AI supply chain sells as one while staples, Treasuries and Blackstone... earnings WDC earnings — 2026-10-22 scan Monster Scan — 2026-10-22 scan Monster Scan — 2026-10-21
Types
Oct 23 The Prints The Prints
6146.TBEWDCPGLMTBXTTMIVLO
Oct 22 Market Brief The Funding Bill: the AI supply chain sells as one while staples, Treasuries and Blackstone take the money
ACGLADBEAPHBHPBRK-BTTMIKALUBHVN +4 more
Oct 22 Catalyst WDC earnings
WDC
Oct 22 Scan Monster Scan
005930.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T3037.TWE +4 more
Oct 21 Scan Monster Scan
005930.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T3037.TWE +4 more
Oct 19 Scan Monster Scan
005930.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T3037.TWE +4 more
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.TWE +4 more
Oct 14 Scan Monster Scan
005930.KS009150.KS1888.HK2308.TW2383.TW2449.TW2802.T3037.TWE +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
AGROAMBAAMPARESARKGATKRSPCXPLTR +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
MUSTXWDCSNDKTERKLICAMKREEWY#memory-supercycle#nearline-storage
Jul 25 Market Brief The War Bid Arrives, the Havens Don't
ALKALLYAMDARKWAROCARWMXLARM +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
SNDKMUSKHYSTXWDCSIMORMBSEEWY#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.PAAMKRE +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
AMATAMDAMKREARMASMLAVGOBECEG +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
AAOIAEHRAMKREAMZNAXTICIENCLSECOHR +4 more
Apr 10 Scan Monster Scan
AAOIAMATAMKREAXTIBEBWCIENDAWN +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