Western Digital (WDC) offers a "great window into the AI buildout," says Don Gentile. who believes the company's 50% revenue boost offers a strong bull case for the AI trade. The stock is down over 50% from all-time highs. Don explains how enterprises will serve as the primary driver to Western Digital's long-term growth and buoy significant downside moves further. He turns to Seagate (STX) ahead of its earnings next week and ways AI memory will bolster AI infrastructure long-term.
Podden och tillhörande omslagsbild på den här sidan tillhör
Schwab Network. Innehållet i podden är skapat av Schwab Network och inte av,
eller tillsammans med, Poddtoppen.
