- My Forums
- Tiger Rant
- LSU Recruiting
- SEC Rant
- Saints Talk
- Pelicans Talk
- More Sports Board
- Coaching Changes
- Fantasy Sports
- Golf Board
- Soccer Board
- O-T Lounge
- Tech Board
- Home/Garden Board
- Outdoor Board
- Health/Fitness Board
- Movie/TV Board
- Book Board
- Music Board
- Political Talk
- Money Talk
- Fark Board
- Gaming Board
- Travel Board
- Food/Drink Board
- Ticket Exchange
- TD Help Board
Customize My Forums- View All Forums
- Show Left Links
- Topic Sort Options
- Trending Topics
- Recent Topics
- Active Topics
Started By
Message
Mass Data storage companies.
Posted on 9/29/25 at 9:38 pm
Posted on 9/29/25 at 9:38 pm
“The Age of AI runs on data. Hard disk drives offer the lowest cost of mass data storage. Recent announcements for new data center builds have us confident that the demand for mass storage will exceed supply through FY27,” Cassidy wrote in a note to clients.
The Rosenblatt analyst noted that in the era of artificial intelligence, hard disk drives will be more valuable as they are a key part of AI infrastructure. Cassidy also believes Western Digital’s build-to-order strategy reduces the risk of inventory building up.
I'm also looking at SNDK. Would love to find more companies.
The Rosenblatt analyst noted that in the era of artificial intelligence, hard disk drives will be more valuable as they are a key part of AI infrastructure. Cassidy also believes Western Digital’s build-to-order strategy reduces the risk of inventory building up.
I'm also looking at SNDK. Would love to find more companies.
5
Posted on 9/30/25 at 5:40 am to BCreed1
Looked at WDC yesterday as a possible wheel candidate.
The stock has rocketed!
The stock has rocketed!
Posted on 9/30/25 at 9:34 am to bayoubengals88
It has.
And AI will always need storage..
And AI will always need storage..
Posted on 9/30/25 at 2:11 pm to BCreed1
Micron: MU
Posted on 10/1/25 at 10:08 am to mmmmmbeeer
Nice 5.5% pop today on MU.
Posted on 10/1/25 at 2:38 pm to BCreed1
Excellent post that helps identify the winners from the expanding data storage infrastructure push.
Is Seagate another one worth considering?
Is Seagate another one worth considering?
Posted on 10/1/25 at 8:48 pm to SlidellCajun
I would tend to think it's stock chart gives that away to be a yes
Posted on 10/1/25 at 9:03 pm to BCreed1
SNDK is making me money! It’s on a roll!
Page 1 of 1
Popular
Back to top
Follow TigerDroppings for LSU Football News