Apr. 30 at 8:44 PM
$WDC (
$SNDK): AI Data Center Boom is Real!
Despite posting explosive results,
$WDC (Western Digital/SanDisk) is seeing a "sell the news" reaction, down 7% AH. But don't let the price action distract you from the fundamental shift happening in NAND.
The Numbers:
• Revenue:
$5.95B (+251% , +97% QoQ).
• Data Center:
$1.467B (+645% ) — pure AI demand.
• Earnings: Non-GAAP EPS at
$23.41.
The data confirms that AI data centers are devouring storage at an unprecedented rate. This isn't just a beat; it's a structural reset for the industry. Watching the ripple effect on
$MU,
$STX, and
$AMAT closely.
Is this a classic overreaction to high expectations, or is the market seeing something the data isn't?
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