Schwab Network on $WDC (Oct 28, 2026)
Technology risk to hard drives is very minimal since they are the cheapest way to store cold data and AI queries must be stored somewhere on hard drives; this creates a long-term impetus for sustainable exabyte earnings growth for Western Digital and Seagate.
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So, for me, this makes me excited about Western Digital and Seagate, because— while there are some of these ideas about how to manufacture high-bandwidth memory (HBM), or how to make servers more efficient to use less of it—I think the risks of the technology to hard drives are very minimal, because they are actually the cheapest way to store data .
It's actually the cheapest way to store cold data , and every time we do these "Chat GPT" queries, right? They should be stored somewhere on the hard drives. Therefore, I believe this creates a long-term impetus for sustainable exabyte earnings growth for both Western Digital and Seagate.
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