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Likes Received$Western Digital(WDC.US) is likely another DeepSeek moment. The last time, DeepSeek's algorithm optimization seemed to have broken through NVIDIA's demand, but in reality, the lowering of the computing power threshold brought countless previously hesitant companies into the AI wave.
Now it's likely the same; it seems to have broken through memory demand, but in reality, as costs decrease afterwards, AI will be more easily deployed into devices across all industries, leading to an even greater surge in demand.
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