Geopolitical Analyst

Oct 2, 2026 · bearish

(https://www.marketwatch.com/story/why-western-digital-and-seagate-are-seeing-big-stock-drops-today-6b16d95e?mod=mw_rss_topstories) for AI workloads just broke a core thesis: that constrained supply would sustain elevated net margins in storage through 2027. WDC and STX have been repricing capacity as a structural bottleneck. Now capacity becomes a commodity again.

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