To The Moon

$Vertiv Holdings LLC(VRT)$ $Bloom Energy Corp(BE)$ $Western Digital(WDC)$  This is just panic over what was actually a very bullish report from both Mags on infrastructure and bottleneck names. The selloff itself is a big nothingburger right now. $Oracle(ORCL)$  $Broadcom(AVGO)$  same thing. If someone guarantees they're buying 500 cookies from you with plans to buy 2,000 more, would you say demand is dead? No. For Oracle specifically, cloud growth was all that mattered, and both Azure and Google Cloud were exceptional. The TPU

$Western Digital(WDC)$ The Nasdaq is down and most AI stocks are in the red, except WDC. That looks like a pretty good sign for what's ahead for WDC.

$Western Digital(WDC)$ Western Digital and Seagate control the enterprise HDD landscape, so Microsoft can't simply phase out Western Digital without triggering a catastrophic supply shortage for Azure's physical data center buildouts. Where is the cautionary tale here? Or is it rather an extraordinary tale of prosperity and success?

$Western Digital(WDC)$  Western Digital isn't part of the Hynix/Samsung memory and storage cautionary tale, come on. Google doesn't just buy components off the shelf here; it basically dictates Western Digital's enterprise roadmap. If Western Digital runs into supply chain disruptions, factory contamination, or delays in its high-density drive rollouts, Google's capex efficiency takes a hit. To thrive in a world run by data-heavy AI agents, Google needs a steady, uninterrupted pipeline of Western Digital's mass-capacity hard drives.

$Western Digital(WDC)$  It is a common misconception that flash storage will entirely replace spinning hard drives in data centers. High-capacity enterprise HDDs like Western Digital's 40TB+ ePMR and UltraSMR drives remain significantly cheaper per terabyte than enterprise SSDs, which keeps their total cost of ownership much lower. At exabyte scale, a hyperscaler like Google operates massive global data center networks for YouTube, Google Photos, Gmail, and Google Cloud. Transitioning entirely to SSDs across that footprint would destroy their profit margins, so they run a tiered architecture instead: SSDs for immediate compute and cache, with Western Digital's mass-capacity HDDs holding the vast ocean of baseline

$Seagate Technology PLC(STX)$ Wall Street sees major upside after Seagate's earnings. Baird has a $1,350 target, Morgan Stanley $1,148, Citi $1,050, Cantor $1,000, and Wells Fargo $820. The average price target is $1,074, which is roughly 61% upside from $668. The company beat on EPS and revenue, AI storage demand is accelerating, and Baird sees 25%+ exabyte growth in FY27. AI needs storage, and Seagate is delivering.

$Seagate Technology PLC(STX)$ Morgan Stanley keeps an Overweight rating with a $1,148 target, while Baird raised its target 25% to $1,350. Bank of America sits at $1,200. Seagate just posted $4.23B in quarterly revenue and adjusted EPS of $7.68. Baird is also projecting FY2027 exabyte growth above 25%. Short-term expectations are being debated, but AI infrastructure keeps driving heavy demand for data storage. The bigger picture still looks bullish to me. $Western Digital(WDC)$  $SanDisk Corp.(SNDK)$  $Micron Technology(MU)$  $SK hynix(SKHY)$ 

Baird just raised its Seagate price target 25%, from $1,080 to $1,350, while maintaining an Outperform rating. That works out to roughly 102% potential upside from the $667.85 closing price. The numbers they're pointing to: FY2027 exabyte growth projected above 25%, nearline storage capacity growth projected at 30%, quarterly revenue of $4.23 billion, and adjusted EPS of $7.68, which beat expectations. AI infrastructure doesn't run on GPUs alone. Massive amounts of data require massive storage capacity, and Seagate is positioned to benefit from that. Wall Street may be focused on short-term guidance, but Baird is looking at the bigger picture here: accelerating AI storage demand and long-term earnings growth. $Seagate Technology PLC(STX)$ 

$Seagate Technology PLC(STX)$ AI storage supercycle, and the earnings numbers back it up. STX, SNDK, and SK Hynix are all showing explosive earnings growth. The fundamentals tell the story. Seagate reported Q1 FY2027 revenue of $4.23B, up 61% YoY. Net income came in at $1.76B, up 221% YoY. Adjusted EPS was $7.68, up 194% YoY. Non-GAAP gross margin hit 57.8%, with record free cash flow of $1.5B. Q2 revenue guidance is $4.8B at the midpoint, about 5.5% above consensus. SK Hynix posted Q3 2026 revenue of 104.6 trillion won, up 328% YoY. Operating profit was 83.3 trillion won, up 632% YoY, and net income reached 39.8 trillion won, up 216% YoY. Operating margin came in at 80%. Long-term customer agreements now cover more than 50% of 2027-2028 produ

$Western Digital(WDC)$  Back in the spring when WDC was around $430, I was saying the shares had run too far too fast. The forward PE at that point was roughly 30 based on the estimates available then, and I was concerned the dilution from the convertible would pressure shares toward year end. Sunny's $1000 price targets and daily $50 bumps aside, I started selling weekly or biweekly calls way out of the money against my shares, and that generated a nice profit while I held on to my position. It felt good near $800 with covered call income coming in, but I knew it wouldn't last. Should have sold at $790. Sure enough, it made a full round trip, but the covered call money kept coming in. The last 3 weeks the shares