Western Digital Corporation (WDC) - Episode 124 - Nov 3, 2025

💡 Is it possible for a stock to be a sprinting marathon runner and a ticking time bomb all at once? That's the paradox of Western Digital (WDC), the data storage giant that just dropped blockbuster earnings with revenue up 27% and a dividend hike, fueled by the relentless demand for AI hardware. But here’s the mystery: while Wall Street screams 'Buy,' our core models put the stock's fundamental fair value at less than $8, creating a monstrous disconnect from its $150+ market price. We dive into this ultimate conflict, exploring the powerful bullish trend, high short interest from committed bears, and the crucial price levels ($157.65 and $140.15) that will determine if the AI-driven rally is a sustainable gold rush or simply a value investor's worst nightmare.

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