Is This the AI Infrastructure Stock Investors Are Missing?
AI needs more than chips. This storage stock may sit at a critical bottleneck, but its huge rally makes the risk-reward harder to ignore.
Overview
Western Digital (NASDAQ: WDC) could be one of the quieter winners of the AI buildout as data storage becomes harder to ignore. The upside case is built on cloud demand, pricing power, and AI-driven data growth, but the stock's huge rally raises a tougher question about expectations.
Stock prices used were the market prices of June 25, 2026. The video was published on July 7, 2026.
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Source
Originally published at www.fool.com.
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Disclaimer: This article is for informational purposes only and does not constitute investment advice. Data may be delayed up to 15 minutes. Past performance is not indicative of future results. Consult a licensed financial advisor before making investment decisions.