Posts on WDC

Latest ideas and analyses related to Western Digital Corporation Common Stock

You may also enter '* TRADES' to see all trade recommendations, '* QUESTIONS' to see all questions, and '* COMMENTS' to see all comments.
WDC , WD , AMD , INTC , NVDA , QRVO , STX

+24 pts



Reducing bit and ASP assumptions for DRAM and NAND; stay Buy on MU and Neutral on WDC

By ethonomics on Sept. 23, 2022, 3:05 p.m.
Tagged topics: analyst lowers estimates

Views: 21, Votes: 6, Responses: 0, Attachments: 1
AMD , ADI , AMAT , ARW , AVT , AVGO , INTC , KLAC , LRCX , MRVL , MCHP , MU , NVDA , NXPI , QRVO , QCOM , SWKS , TXN , WDC

+36 pts



A summary of credit analyst recommendations in the Semiconductor sector

By realjoe on July 6, 2022, 10:41 a.m.
Tagged topics: credit research

Views: 31, Votes: 4, Responses: 0, Attachments: 1
MU , WDC

+36 pts



Reducing DRAM/NAND estimates; maintain Buy on MU given favorable risk/reward

By ethonomics on June 22, 2022, 12:35 p.m.
Tagged topics: analyst lowers estimates

Views: 26, Votes: 5, Responses: 0, Attachments: 1
NXPI , ADI , MCHP , LRCX , QRVO , GFS , SWKS , WDC

+38 pts



TMC Conference Summary: Strong Demand Trends In Cloud Datacenter/5G/Auto/Industrial; Tight Supply Into CY23

By scorpioduck on May 26, 2022, 1:26 p.m.
Tagged topics: non deal roadshow

Views: 25, Votes: 4, Responses: 1, Attachments: 1
WDC

+33 pts



$WDC Solid quarter in a challenging circumstance. Remain OW.

By realmomobags on April 29, 2022, 4:10 a.m.
Tagged topics: earnings results , semiconductors

Views: 21, Votes: 3, Responses: 0, Attachments: 1
MU , WDC , LRCX , TER , KLAC , AAPL

+37 pts



Feedback from investor meetings - overall sentiment is negative due to demand uncertainty

By cassie on March 28, 2022, 10:29 a.m.
Tagged topics: investor sentiments

Views: 169, Votes: 3, Responses: 0, Attachments: 1
AVGO , MRVL , NVDA , INTC , AMD , MU , WDC

+40 pts



Strong Sustainable Cloud Capex Bodes Well For $AVGO $MRVL; Also Positive For $NVDA, $INTC, $AMD, $MU And $WDC

By bbern3 on March 17, 2022, 2:54 p.m.
Tagged topics: semiconductors

Views: 54, Votes: 5, Responses: 0, Attachments: 1
WDC , STX , MRVL , AVGO

+32 pts



Global HDD Model: Weaker Start to 2022

By realjoe on Feb. 24, 2022, 4:40 p.m.
Tagged topics: analyst checks

Views: 37, Votes: 2, Responses: 0, Attachments: 1
WDC , MU

+34 pts



Disruption at WD's NAND facilities to drive near-term share shifts and tighter supply/demand; positive for MU

By ethonomics on Feb. 10, 2022, 4:57 p.m.
Tagged topics: analyst checks

Views: 32, Votes: 3, Responses: 0, Attachments: 1
AVGO , MRVL , NVDA , INTC , AMD , MU , WDC

+34 pts



Strong CY22 Cloud Spending Bodes Well For $AVGO & $MRVL

By bbern3 on Feb. 10, 2022, 11:27 a.m.
Tagged topics: earnings preview

Views: 32, Votes: 4, Responses: 0, Attachments: 1
AVGO , HPE , OMC , LRCX , MRVL , QCOM , VOD , DELL , FOXA , VMW , CDW , WDC , MCHP

+49 pts



22 Themes and 46 Trades for 2022 in Investment Grade TMT across US and EU

By mooreideas on Dec. 13, 2021, 12:32 p.m.
Tagged topics: deep dive , 2022 outlook

Views: 95, Votes: 6, Responses: 0, Attachments: 1
AMD , ADI , ON , AVGO , WDC

+44 pts



3Q21 EPS preview: Results/guidance to be more mixed this quarter; $AVGO up to Buy and $WDC down to Neutral

By bbern3 on Oct. 17, 2021, 11:56 a.m.
Tagged topics: earnings preview , analyst downgrade , analyst upgrade , Goldman Sachs , semiconductors

Views: 91, Votes: 6, Responses: 0, Attachments: 2
AVGO , MRVL , MU , NVDA , INTC , AMD , WDC , TXN , MCHP , ADI , KLAC , LRCX , AMAT

+47 pts



JP Morgan sees upside to semiconductor 2H estimates driven by strong cyclical backdrop and secular demand trends

By bbern3 on Sept. 20, 2021, 11:37 a.m.
Tagged topics: JP Morgan , semiconductors , upside to estimates

Views: 503, Votes: 6, Responses: 1, Attachments: 2
AMD , WDC , ON

+39 pts



$AMD, $WDC, $ON - Goldman sees significant 'dislocation' between stock price and fundamentals in these names, says buy the dip

By bbern3 on May 17, 2021, 12:47 p.m.
Tagged topics: discount valuation , strong fundamentals , beat and raise , Goldman Sachs , strong demand , semiconductors , buy the dip

Views: 236, Votes: 7, Responses: 0, Attachments: 11
BA , DAL , LUV , CAR , AXP , WYNN , MCD , V , WBA , WDC , ST , ROST , CSCO , KO , AMZN , DPZ , NFLX , CHTR , CVS , CMG , W , ETSY , SHOP , ZM , ROKU

+73 pts



Morgan Stanley identifies winners and losers for 'Life After COVID'...I'm surprised $SHOP and $ROKU are in losers table

By labjordan on March 8, 2021, 2:31 p.m.
Tagged topics: street expectations , post-COVID , reopening , deep dive , reopening trade , winners vs losers

Views: 296, Votes: 1, Responses: 3, Attachments: 213
WDC , MU

+76 pts



$WDC, $MU - Goldman says buy these 2 stocks following recent checks that indicate stronger demand and supply discipline

By mooreideas on March 5, 2021, 4:22 p.m.
Tagged topics: analyst checks , DRAM , Goldman Sachs , strong demand , supply discipline

Views: 228, Votes: 6, Responses: 1, Attachments: 11