EarningsBull3d ago

WDC Earnings Add AI Memory Demand Muscle, HDDs Becoming More Important

Schwab Network · via YouTube

Why it's here

Covers NVDA from Schwab Network. Surfaced because it matches a company page on What’s Your Call?.

Context generated by What’s Your Call? from public video metadata — not a transcript summary.

About this video

Tom Coughlin discusses the greater hard disk drive industry as companies like Micron (MU), Western Digital (WDC), SanDisk (SNDK) and other AI memory chips command price action. He predicts 80% of data center information will be stored via HDD, opening the door for these companies to command the space even more. For Western Digital in particular, Tom sees new HDD developments benefitting the company's profit momentum.…

Companies mentioned

NVDA
NVDANVIDIA Corp.

After watching, what's your call?

Bull Bear
47% of Bull & Bear calls on NVDA are currently Bull.Make my call

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