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irving tan

T2 · manager / operator

Leads Western Digital through AI-driven storage demand; discusses HDD technology roadmap (32TB/40TB), long-term agreements, and margin dynamics vs. Seagate.

2 calls·1 name·100% bull·last heard 5 days ago·Bloomberg Tech
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$WDCWestern Digitalposition

Western Digital CEO sees 5-year HDD demand visibility driven by AI storage needs

AI infrastructure requires massive data retention — 80% of cloud storage is HDD — creating compounding demand for high-capacity drives; Western Digital's 32TB and upcoming 40TB drives with LTAs through 2031 provide revenue visibility despite near-term stock pressure.

Bloomberg Tech2026-08→

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recurring themes

2 total
$WDC
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Western Digital
HIGHirving tan·Bloomberg Tech·5 days ago
Tan: HDD demand from AI hyperscalers robust with 5-year visibility, 40TB drives ramping
Western Digital sees virtually 5% annual demand growth from hyperscalers for five years, with LTAs locked through 2031; 80% of cloud AI storage runs on HDDs, and areal density gains (32TB→40TB) drive exabyte growth without adding unit volume.
"DEMAND FROM HYPERSCALERS, PHYSICAL AI REMAINS ROBUST. WE CONTINUE TO SEE VIRTUALLY 5% DEMAND PERSPECTIVE OVER THE NEXT FIVE YEARS. WE HAVE LTA LOCKED IN PLACE. WE HAVE CUSTOMER DE…"
11:08
$WDC
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Western Digital
HIGHirving tan·Bloomberg Tech·5 days ago· position
Western Digital CEO sees 5-year HDD demand visibility driven by AI storage needs
AI infrastructure requires massive data retention — 80% of cloud storage is HDD — creating compounding demand for high-capacity drives; Western Digital's 32TB and upcoming 40TB drives with LTAs through 2031 provide revenue visibility despite near-term stock pressure.
"PEOPLE TALK ABOUT HARD DRIVES BEING A THING OF THE PAST BUT IT IS SHOWN TO BE A FUNDAMENTAL PIECE OF AI INFRASTRUCTURE. 80% OF ALL STORAGE IN THE CLOUD AI. WE HAVE LTA LOCKED IN P…"
10:28