Eric Jhonsa(@EricJhonsa):$STX and $WDC should earn a ton over the next couple of years even with Toshiba ramping production. But if the duopoly thesis is gone, the case for STX/WDC trading at such large premiums to DRAM and NAND makers is weaker, esp. since long-term NAND cannibalization risks remain.

Eric Jhonsa

@EricJhonsa

PM for Dutch Asset. Previously: Independent L/S investor, tech columnist @thestreet @thestreetpro. Nothing here is investment advice. DMs open to talk stocks.

가입 May 2012

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Eric Jhonsa@EricJhonsa

2026.10.02 17:13

$STX and $WDC should earn a ton over the next couple of years even with Toshiba ramping production. But if the duopoly thesis is gone, the case for STX/WDC trading at such large premiums to DRAM and NAND makers is weaker, esp. since long-term NAND cannibalization risks remain.

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