CLuo
2026.07.13 14:13

$Western Digital(WDC.US)

WDC is pulling back as investors lock in profits after a strong AI-driven rally. The selloff looks more like a valuation reset than a sudden change in fundamentals.

I remain positive on long-term enterprise HDD demand. AI workloads continue to generate massive amounts of data, supporting ongoing cloud and data center expansion.

Still, expectations are high and volatility may remain elevated. I’m watching key support levels, selling pressure, and future guidance before making any move.

@Captain's Treasure

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