Western Digital
Mentioned in 17 analyzed podcast episodes across 10 shows
A storage hardware and hard drive manufacturer experiencing significant demand driven by AI data center expansion. The company has sold out its manufacturing capacity through 2026-2027 due to supply constraints, giving it pricing power in the market. Podcasts discuss the company as a beneficiary of the AI infrastructure boom and as a case study in tech stock market dynamics.
Mentioned On
Episode Mentions
The Compound and Friends · May 12, 2026
Twelve Rules for Riding a Bubble With Jeff deGraaf, Micron and Sandisk (Finally) Pull Back, Housing Stocks Crash
“Storage company showing minimal recent price action despite sector volatility; trades at 7x forward earnings with cyclical margin history”
Mad Money w/ Jim Cramer · May 8, 2026
Mad Money w/ Jim Cramer 5/8/26
“Storage company up 984% in 12 months; benefiting from data center demand and supply constraints”
WSJ What’s News · May 6, 2026
Samsung Hits $1 Trillion Milestone as AI Demand Soars
“Storage company stock nearly tripled in last six months due to AI-driven demand for memory and flash storage”
Schwab Market Update Audio · May 6, 2026
Jobs Data, Disney Awaited After New Record Highs
“Memory chip stock leading gains amid solid AI infrastructure demand expectations”
The Compound and Friends · May 5, 2026
AI Takes Over the Economy, Earnings Season Scorecard, a Bid for eBay, Berkshire Post-Buffett, Uber Preview
“Storage semiconductor company with revenue doubled YoY; market cap increased from $12B to $163B since ChatGPT launch”
Best Stocks Now with Bill Gunderson · May 5, 2026
Tuesday May 5, 2026
“Storage infrastructure company benefiting from AI data center buildout”
Morning Brew Daily · May 5, 2026
Met Gala Under Fire for Embracing Bezos & Do Phone Bans in Schools Work?
“Storage company experiencing stock resurgence alongside other legacy tech firms due to AI infrastructure demand”
Mad Money w/ Jim Cramer · Apr 24, 2026
Mad Money w/ Jim Cramer 4/24/26
“Storage solutions provider up 135% YTD; benefiting from data center expansion and memory supply constraints”
Mad Money w/ Jim Cramer · Apr 22, 2026
Mad Money w/ Jim Cramer 4/22/26
“Storage semiconductor maker; Cramer notes he owned 4.9% as hedge fund manager, would have generated $2B+ returns if held through AI boom”
Mad Money w/ Jim Cramer · Apr 8, 2026
Mad Money w/ Jim Cramer 4/8/26
“Memory chip maker criticized as 'tax on the system' due to supply constraints and pricing power; lacks intellectual property moat”
Mad Money w/ Jim Cramer · Apr 1, 2026
Mad Money w/ Jim Cramer 4/1/26
“Storage company benefiting from data center-induced memory shortage but facing valuation risk as supply constraints ease”
Daily Tech News Show · Feb 28, 2026
DTNS February in Review
“Sold through 2026 and 2027 commitments; enterprise pre-orders closed due to supply constraints”
Mad Money w/ Jim Cramer · Feb 27, 2026
Mad Money w/ Jim Cramer 2/26/26
“Storage hardware company caught in algorithmic selling of hardware tech stocks”
Mad Money w/ Jim Cramer · Feb 25, 2026
Mad Money w/ Jim Cramer 2/24/26
“Storage company benefiting from AI-driven data center demand with pricing power and supply constraints”
Brad & Will Made a Tech Pod. · Feb 22, 2026
327: Two Hours of War
“Hard drive manufacturer that announced complete manufacturing capacity sold out through 2026”
MacBreak Weekly (Audio) · Feb 18, 2026
MBW 1012: Joining the YOLO Club - Apple's Special Experience Event on March 4th
“Announced sold-out hard drives for the year due to AI data center demand”
DGTL Voices with Ed Marx · Jan 29, 2026
Leadership and Innovation in Healthcare (ft. Michael Alkire)
“High-tech manufacturing client (made disc heads) Michael Alkire worked with at Capgemini”