To The Moon

$NVIDIA(NVDA)$  Historically, the U.S. stock market has a very strong track record of rallying after midterm elections as political uncertainty clears. According to historical data, this pattern tends to play out consistently over time.

$NVIDIA(NVDA)$ Shorts, what are you scared about at this low price? We all know capex is raised. NVDA will get benefits from it. This looks like a great buying opportunity.

So tired of seeing these POS headlines over the past 4 months, ever since the $Micron Technology(MU)$  June earnings report. Every single one of these companies—$Seagate Technology PLC(STX)$ , $Western Digital(WDC)$ , $Micron Technology(MU)$ , $SanDisk Corp.(SNDK)$ , $Texas Instruments(TXN)$ —has repeatedly beaten earnings expectations with record after record revenues, raised forward guidance, and a supply-demand setup that just keeps expanding. Now sold out through 2030 with no slowdown in sight. Yet these headl

$Western Digital(WDC)$ From what I can see, the after-market move could be an overreaction to AMZN's current quarter miss. But after listening to the conference call, AMZN gave very good guidance on their AWS business, and that guidance looks forward into 2027-2028 with north of 40% growth. That is pretty impressive. AWS is what drives storage demand, and it is not slowing down at all even from this quarter. Seems like WD will continue to see huge demand, and we all know they sold out all their production capacity for this year and the upcoming year to hyperscalers like AMZN.

$Western Digital(WDC)$ SNDK beat estimates on EPS and revenue last quarter, topping the highest EPS estimate. They guided Q2 EPS above the average at $56 vs $53.60, and revenue above the average at $12.4B vs $12.31B. Gross margins came in above 85%. They also announced an 8-for-1 stock split and are still running the buyback. One of the more notable comments: "NBM pipeline exceeds our supply through the end of the decade." No cyclicity on the horizon.

$Western Digital(WDC)$ I missed the best buy spot on this one. On 10-26 or 10-27 I bought the pullback test to the major moving averages.

$Vertiv Holdings LLC(VRT)$ $Bloom Energy Corp(BE)$ $Western Digital(WDC)$  This is just panic over what was actually a very bullish report from both Mags on infrastructure and bottleneck names. The selloff itself is a big nothingburger right now. $Oracle(ORCL)$  $Broadcom(AVGO)$  same thing. If someone guarantees they're buying 500 cookies from you with plans to buy 2,000 more, would you say demand is dead? No. For Oracle specifically, cloud growth was all that mattered, and both Azure and Google Cloud were exceptional. The TPU

$Western Digital(WDC)$ The Nasdaq is down and most AI stocks are in the red, except WDC. That looks like a pretty good sign for what's ahead for WDC.

Since $Alphabet(GOOGL)$  disappointed on earnings, $Western Digital(WDC)$  is now giving back all the gains from the prior session. That just seems dumb.

$Western Digital(WDC)$ Western Digital and Seagate control the enterprise HDD landscape, so Microsoft can't simply phase out Western Digital without triggering a catastrophic supply shortage for Azure's physical data center buildouts. Where is the cautionary tale here? Or is it rather an extraordinary tale of prosperity and success?