Stock Detail
$WDC
Technology · 35 tracked mentions in the last 90 days across 12 creators.
Valuation and creator stance reflect the last 90 days. The mention feed below shows the latest tracked mentions across all history.
WDC leans undervalued across 5 creators and 6 classified valuation claims, with 2 direct claims carrying most of the signal.
Creator Evidence
Why creators say this
Explicit claim • strong conviction • basis: fair value gap
And the intrinsic value per share I calculated is $417 per share. Compared to the current market price of $460 per share. And so applying a margin of safety here I can say Western Digital stock looks fairly valued
Explicit claim • strong conviction • basis: market mispricing
If you invested $1,000 in Western Digital a year ago, you'd be up $12,000, 1,000% in gains.
Implied claim • moderate conviction • basis: growth vs multiple
Western Digital, WDC, up 894% over the last year and yet the upside is not over for these AI picks and shovels plays. ... Western Digital with just 10% growth expected.
Implied claim • weak conviction • basis: multiple relative
If this time is different, Micron, SanDisk, Western Digital, all of these memory companies are going to be good investments because they are relatively low price-to-earnings multiples. But, that low price-to-earnings multiple is a warning sign
Mention History
Latest mentions across all history
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