Western Digital Lost One Third Its Value Over 3 Months: It'S Ready to Provide 175% Returns Says This Wall Street Pro

Impact · against what's priced in

The news reinforces the bearish sentiment for WDC and STX, as Toshiba's capacity expansion directly threatens the supply-discipline thesis that the market is already skeptical of. While WDC's operational beats are strong, the price continues to decline because it explicitly rejects the sustained pricing power and growth targets that bulls are chasing.

STX−0.10: Already priced in
The price assumes: Structural margin expansion: the price assumes margins revert under pressure

Western Digital Lost One Third Its Value Over 3 Months: It'S Ready to Provide 175% Returns Says This Wall Street Pro

What matters in this story

Nvidia's Aggressive Buyback Expansion is a Flashing Green Light

Western Digital Lost One Third Its Value Over 3 Months: It'S Ready to Provide 175% Returns Says This Wall Street Pro

What matters in this story

Nvidia's Aggressive Buyback Expansion is a Flashing Green Light

How each ticker is affected

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Track these names every morning.

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Western Digital Lost One Third Its Value Over 3 Months: It'S Ready to Provide 175% Returns Says This Wall Street Pro

What matters in this story

Next reads from the same story arc

Nvidia's Aggressive Buyback Expansion is a Flashing Green Light

Western Digital Lost One Third Its Value Over 3 Months: It'S Ready to Provide 175% Returns Says This Wall Street Pro

What matters in this story

Next reads from the same story arc

Nvidia's Aggressive Buyback Expansion is a Flashing Green Light

How each ticker is affected

Connected tickers

Track these names every morning.

Dow futures surge 145 points: 5 things to know before Wall Street opens on Oct. 14

Amkor Technology: Improving Fundamentals At A Discounted Valuation

FIGS: Even After 150% Share Price Growth, The Stock Can Further Re-Rate

Nasdaq drops as hotter CPI, bank earnings and chip losses weigh on markets