$Western Digital(WDC)$ From what I can see, the after-market move could be an overreaction to AMZN's current quarter miss. But after listening to the conference call, AMZN gave very good guidance on their AWS business, and that guidance looks forward into 2027-2028 with north of 40% growth. That is pretty impressive. AWS is what drives storage demand, and it is not slowing down at all even from this quarter. Seems like WD will continue to see huge demand, and we all know they sold out all their production capacity for this year and the upcoming year to hyperscalers like AMZN.
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