Western Digital
Mentioned in 8 analyzed podcast episodes across 5 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
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”