Western Digital hit an all-time high, up 33% in a week and 1,170% in a year.

AI runs on unstructured data, and all of it has to be stored, which means massive demand for hard drives.

WDC and Seagate spent years cutting capacity, so now demand is growing 40-50% a year against 30-35% supply, leaving HDDs 10-15% short in 2026.

$WDC