NVIDIA$Western Digital(WDC.US)
I have been holding my Western Digital shares for a while now and I am feeling very good about the current momentum. The biggest reason for my confidence is the fact that their production capacity is basically sold out for the next two years because of the AI boom.
It is honestly quite rare to see a hardware company with this much visibility into their future sales. Knowing that major cloud providers are locking in contracts all the way to 2028 makes this a very comfortable hold for me even if the market gets a bit volatile.
@Bridge Buzz SG
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