WDCTechnology Hardware
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Get what investors say about WDC next
2 investor calls on WDC in the last 90 days (1 bullish, 1 bearish). Follow WDC free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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Who said what, and what WDC did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
Who’s talking about WDC
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-22 | Matt Bryson | Bullish | CNBC (uncut) | A hard-drive shortage exceeding 400 exabytes, more than 20% of the market, should sustain Western Digital… |
| 2026-10-22 | Mehdi Hosseini | Bearish | Gene Munster (newest) | Near-term HDD pricing trends are still positive, but the AI workload mix shift from training toward… |
| 2026-05-12 | Dan ChungCEO & CIO, Alger | Bullish | Bloomberg The Close | Memory has become a critical bottleneck for AI computing, and with global manufacturing consolidated to only… |
| 2026-04-17 | Ankur CrawfordPresident & Portfolio Manager, Alger | Bullish | interview | Western Digital is a classic life-cycle-change opportunity in a two-player duopoly (with Seagate) where… |
Next report: 27 Jan 2027
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 22 Oct 2026 | after the close | 4.64 vs 4.13 | +3.3% |
Notable options days
Sessions in the last 120 where WDC’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 7 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-10-15 | ||||||
| 2026-10-08 | ||||||
| 2026-10-06 | ||||||
| 2026-10-05 | ||||||
| 2026-10-02 | ||||||
| 2026-08-06 | ||||||
| 2026-06-15 |
WDC on the Wheel
WDC did not pass our 1-month put test (V3); the Wheel shows its puts without calling one best.
The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.
Decision support, not advice · questions put sellers ask us
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