$WDC Western Digital Tape Reports
Per Ticker.id: $WDC Western Digital Tape Reports — 53 podcast mentions across 7 podcasts (30 days), latest 2026-08-25 22:33 UTC.
Yeah, I mean, you gave me a lot of hints along the way, but isn't that amazing? Oh, so you know, this is the, this is the thing with, this is the thing with technicals and charts. I have a bias about every company I hear about, especially if it's a consumer-facing company. Like, in other words, I have no, I have no bias about let's say we're talking about Micron and Western Digital, 'cause I don't interact with their products. So those are easy for me. I just, it's charts only, right? I look at the earnings growth, I read the analyst comments, and then I look at the price. Those are easy to not have a bias. Walmart and Target, I mean, McDonald's, Coca-Cola, Anheuser-Busch, Disney, Netflix, Spotify, impossible not to have a bias, right? You have— you have got to use charts and technicals to tell you when your stupid bias is being laughed at by the people who are actually putting their own money on the line with trades. And so this is why I've— my— almost my entire career, I have just been like a chart and fundamentals person, not one or the other. Because what you saw in that Target chart when it started to outperform Walmart, you might have looked at the stock price and said, Target, what a piece of shit. Because that's how we all, we're all predisposed to make snap judgments. Do you know why that's the case? Not to belabor this, because it's survival. You see a group of people that look dangerous, you turn around and walk the other way. And you live on to pass your genes to the next generation. So these snap judgments that we make in one second where we decide this looks like it's safe to eat, this looks like it might kill me, that's necessary for human life. It works against you in investing. Humanity did not develop, um, its, its survival instincts alongside financial markets. We have 100,000 years of human evolution. We have 400 years of stocks back to Amsterdam, right? So we don't have these built-in mechanisms for no reason. It keeps us alive, right? But it doesn't help when we're thinking about stocks. Oh, I love this company. I hate this product. I like that CEO. What are you, an idiot? How could that possibly work?
Josh Brown — The Compound and Friends · Bubble bursts in 2027, Nvidia earnings preview, Materials sector set-up, AirBnB takes flight · 2026-08-25Doesn't matter if the deal was canceled by some governor. But we know the multiple was shrinking. Anyway, because of the chatter, because of the rhetoric, does that mean you need to sell your stocks that are involved with the data center? Be like us in the trust. I think you sell some. You can't be as heavily invested in this theme because the price earnings multiples are not going to expand. And if the dwindling supporters of data centers lose their positions coming election, the people selling these stocks now will look like geniuses after the election. But let's say, how about the money that's flowing into Procter Gamble and Coca-Cola or UnitedHealth and the Hinge Health, the JPMorgans and the Targets. Can the Alphabet, the SanDisk, Western Digital, Seagate, Micron, among others, keep their groups afloat? The answer is yes, because it isn't just these stocks. The list is as long as your arm. Virtually anything healthcare works. Same with travel and leisure. People just want out of data center. And these are the convenient places to put. One saving grace, though, and it's a big one right now. The cost of building a data center is being boosted by many companies constructing these things on spec. Not just the hyperscalers. It's not a coincidence, is it, that the stocks of Amazon, Alphabet, Microsoft, and Meta are ramping, going up hot, furiously, furiously. Bye-bye. See, they're the biggest beneficiaries because they can afford to compensate local communities and get their warehouses full of servers built while the spec builders will indeed get obliterated. And they have the ability again to create that code of conduct. If they weren't such a bunch of knuckleheads, they would. If you get rid of the smaller speculative builders, you get rid of the insane competition that's pushed up the price of everything from land to construction to labor, electricity, and of course, the inside of, of a data center like NVIDIA, which reports Wednesday and has now been down for 7 straight days, I think largely because of worries about data center slowdowns. The Magnificent Four are the winners. All right. How about the Fab Four? It's probably better. I think they'll keep winning as they've been the losers when people extrapolate the cost of building these data centers. Right. They always think, oh, more CapEx, more CapEx. Sell, sell, sell.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/24/26 · 2026-08-24Welcome back. We're about 30 minutes into the hour. Here are 3 big movers we're watching. First up, Alibaba under pressure this morning after the company said it was issuing about $10 billion in new shares to fund its AI investments. Shares off about 1.5%. Meantime, memory names are getting hit hard to start the week. SanDisk, Western Digital, and Micron all near the bottom of the S&P 500 following a weak day in Korea for Samsung. And newly public sandwich chain Jersey Mike's turning lower even after a number of firms initiated coverage of the stock with buy ratings. Those include JPMorgan, Morgan Stanley, Jefferies, and UBS. Jersey Mike's down 2.5%.
Mike Santoli — Squawk on the Street · 10AM Hour: U.S.-Canada Trade War, Webull U.S. CEO & Paramount-Warner Brothers Latest 8/24/26 · 2026-08-24Dan Ives of Yorkville Ives was a guest on Bloomberg Surveillance. Nvidia reports earnings after the close of trading on Wednesday. This morning, chip stocks are moving lower. SanDisk is down more than 5.5%. Western Digital is nearly 4% lower. Micron is down more than 3%. Investors are also waiting for Fed Chair Kevin Warsh's first speech at the Jackson Hole Symposium to see if he gives any clues on the interest rate path. The speech isn't until Friday, but Bloomberg's Michael McKee is already there.
Nathan Hager — Bloomberg News Now · Treasury Could Fund Buybacks with Cash, Iran Economic War, More · 2026-08-24They know, right? The, the average investor, the average retail best, especially if you got started in COVID, You have no clue about what, about the cyclicality of, especially the memory market. The chip market is cyclical as it is, but the memory market, oh my God, go look at the history of Western Digital and SanDisk and Micron. And what you'll see is a business that is extremely up and down. Okay. And so the leaders of these companies, they know they're not stupid. They know exactly the cyclicality of the industry and the fact that all of them are trying to add capacity right now. Okay. So that's a tell, that's not a plan. That's a tell that they know that this is going to be very short-lived. So you have to remember they're incentivized to give you the story, but what is it? What is that story? What is that plan? I don't understand how the, what, You can't plan for other companies to not to bring on new capacity. That's how it works in this industry. So across the space, this is by far the riskiest part of the market right now. And I would run far, far away. And then you look at the chart, the chart. Yeah, we got the bounce. This is a bounce that everybody is selling into. Everybody's selling into this. So no, I think this has much lower to go. These are the type of names that look the cheapest at the top and look the most expensive at the bottom. Simple as that. Cenex went bankrupt a number of years ago because of how bad the industry is, how cyclical the industry is. They know this. You should too. Now our 24/7 Invest Talk voice bank never closes. You can leave your finance and investment question anytime. On 888-99-CHART, and our work continues after this break.
Justin Klein — InvestTalk · Financial innovation is now a Fed problem · 2026-08-22I think it feels like it. I mean, it also is— I mean, to your point about the old kind of guard of companies that are coming back, I mean, they obviously have a durable know-how and they are going to be in the middle of whatever these trends are. And the Microns and, you know, the Western Digital and all that stuff, great, let's see, have this renaissance. But never forget, Western Digital spun off SanDisk a year and a half ago.
Michael Santoli — The Compound and Friends · How to Play the Money Game with Michael Santoli · 2026-08-21Okay. Now, come December 9th, your deal with the government, it'll be 2 years. I understand that after that you're allowed to buy back stock. I know you can't right now. Your compadres, SanDisk, Western Digital, are buying back huge amount of stock. Do you see a situation where you too can buy back a huge amount of stock?
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/20/26 · 2026-08-20No, SanDisk, Western Digital, Seagate have not been as— let's say that they're more spendthrift. No, I see Nvidia. I mean, how many times can you beat me up on Nvidia?
Jim Cramer — Squawk on the Street · 9AM HOUR: Cramer's Micron CEO Exclusive in Boise, Walmart Tumbles, Oil Jumps and Yields Rebound 7/20/26 · 2026-08-20