Western Digital Corporation (WDC): Leopold Aschenbrenner Is Selling This Stock

Latest filings amusement that Situational Awareness LP has sold disconnected the involvement it held successful Western Digital Corporation (NASDAQ:WDC). The banal had archetypal appeared successful the 13F portfolio of the money successful the 4th fourth of 2025. Back then, this presumption comprised 152,000 shares. The steadfast develops, manufactures, and sells information retention devices and solutions based connected hard disk thrust exertion successful the United States, Asia, Europe, the Middle East, and Africa. Following the authoritative spin-off of the volatile flash representation concern into a standalone entity, SanDisk, past year, Western Digital is present operating arsenic a streamlined, high-margin pure-play person successful the Hard Disk Drive (HDD) market.

In Q3 2026, Western Digital Corporation (NASDAQ:WDC) delivered a non-GAAP gross borderline of 50.5%, an enlargement of 1,040 ground points year-over-year. This marks the archetypal clip successful firm past that gross margins person cleared the 50% threshold. Tight manufacture outgo power and proviso shortages person led to a request curve. Average HDD prices person spiked dramatically implicit the trailing months, prompting large endeavor unreality providers to statesman signing semipermanent 5-year proviso contracts to unafraid capacity. The accumulation capableness for high-capacity nearline drives astatine WDC is fundamentally sold retired done the remainder of the calendar year.  Because of this hyper-efficient gross mix, operating income leaped 116% year-over-year to $1.3 billion, pushing operating margins to 35.7%.

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