$Western Digital(WDC.US) up 8% after Investor Day and I'm still scratching my head why more people aren't talking about this. They literally dropped a roadmap to 100TB HAMR drives by 2029, announced $4B buyback, and said revenue doubling to >$12B next year . Meanwhile stock still only 10x forward earnings. Storage is the new semiconductor and nobody noticed. 🤷
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