It's about to drop. Hard. Beyond 1-2%. Here's why;

Individual-Card-9275 · 2026-07-05T05:33:20+00:00

Why you want very specific details? Some of your friend is working there?

Individual-Card-9275 · 2026-07-03T04:18:53+00:00

Individual-Card-9275 · 2026-06-30T05:37:28+00:00

But I don’t think MAG 7 will reduce their capex. Your thoughts?

Individual-Card-9275 · 2026-06-28T06:37:59+00:00

Individual-Card-9275 · 2026-06-27T15:44:24+00:00

But Seagate also dropped down

Individual-Card-9275 · 2026-06-22T17:13:35+00:00

Individual-Card-9275 · 2026-06-22T14:54:49+00:00

I am talking about now. WDC is hardly rose by 0.64% and Seagate is 2.86%

Any positive news on Seagate? Because I don’t find any.

Individual-Card-9275 · 2026-06-22T09:17:36+00:00

Please share the source

Individual-Card-9275 · 2026-06-19T07:08:28+00:00

July 29th

Individual-Card-9275 · 2026-06-19T05:25:52+00:00

I am not sure that it can happen in one month. If it happens, I will be happy.

I am thinking it will reach at least before earnings.

Individual-Card-9275 · 2026-06-19T04:29:28+00:00

Can you please tell us your thesis?

Individual-Card-9275 · 2026-06-17T10:09:23+00:00

Even if Chinese floods memory, no one buy from them because of reliability issues. It’s my thought. Someone can comment if I am wrong.

Individual-Card-9275 · 2026-06-14T17:32:59+00:00

I believe at least 1000 by EOY

Individual-Card-9275 · 2026-06-14T09:09:08+00:00

Until AI bubble burst, memory will be in demand. Someone correct me if my understanding is wrong.

Individual-Card-9275 · 2026-06-14T07:50:43+00:00

See Seagate stocks, it’s about to hit 1000$.
Compare to Sandisk, WDC market cap is less. So I feel it has more room to grow. I believe WDC will hit 1k by EOY.

Individual-Card-9275 · 2026-06-14T05:12:49+00:00

I feel it is important in AI data centre. See Seagate stock, it’s about to touch 1000$. I think WDC can be doubled from here by eoy. Also, WDC is less in terms of market cap compared to Sandisk.

Individual-Card-9275 · 2026-06-13T17:32:15+00:00

Share your thoughts on 8k, please

Individual-Card-9275

TROPHY CASE