WDC 这一页 4 条观点条目，其中 0 条方向发生变化。
而对于 Western Digital，情况也是一样。我的意思是，它甚至还没有突破 50 日均线，而且仍在录得更低的高点和更低的低点。所以，这并不是我们真正想去的地方。
And for Western Digital, it's the same . I mean, it hasn't even broken above the 50-day moving average, and it's still recording lower highs and lower lows . So, this isn't really where we want to go.
代理式AI的普及对Western Digital非常有利，因为这些系统会创建并存储更多数据。此外，管理团队向投资者保证，他们的客户正在寻求长期协议，这降低了业务的周期性，并使投资者更愿意为该股支付更高的估值倍数。
The proliferation of proxy AI has been very beneficial to Western Digital because these systems create and store more data. Furthermore, the management team assured investors that their clients are looking for long-term agreements, which reduces the cyclical nature of business and creates an increased willingness among investors to pay a higher multiple for the stock.
现在你的最后一个是价格走势方面的明显赢家。我们说的是 Western Digital，在过去 52 周上涨了 468%，Jessica。所以，请给我们讲讲你对 Western Digital 的看法。
Now your last one is the the clear outperformer in terms of price action. We're talking about Western Digital up, you know, a measly 468% in the last 52 weeks, Jessica. So, take us through your thesis on Western Ditch.
是的，非常有趣的是它是表现最好的，而我们的总债务占资产百分比在增加。所以，这很有趣，因为那可能与回撤有关。他们的总债务占资产百分比约为 8.6%，略低于。他们的自由现金流同比增长约为 30%。
但真正引起我注意的关键数据点是过去 30 天的 EPS 预估。这些修正上升了超过 10%。所以即使一个月回报有点低，对我来说这表明盈利预估在攀升。这就是我所说的有吸引力的估值，我喜欢看价格相对于预估和差异分化，而不是仅仅看市盈率。让我们看看分子和分母，如果你愿意的话。
Yeah, it's very interesting that it's the outperformer and as we're increasing in total debt to percentage of assets. So, it's interesting because that might relate to the pullback.
Um, their total debt as a percent of assets is about 8.6% slightly under. They have positive free cash flow quarter over- quarter growth of about 30%. They're really the key data point that caught my attention though is the EPS estimates over the past 30 days.
Those revisions are up over 10%. So even though the one-mon return is a little low, that to me is showing me that earning estimates are climbing. And that's what I call attractive valuation is I like to look at the price relative to the estimates and the delta differentiation rather than just a PE ratio altogether.
Let's look at the numerator and the the denominator if you will.
接下来，另一只接近买入水平的股票，我会考虑的是WDC。看看WDC，价格再次触及一条长期趋势线，就像STX一样，最近触及后反弹，然后回落并重新测试了这个区域。所以，我们很可能最早在明天再次看到反弹，推动价格达到$550的近期目标，但我还有另一个备用水平，就像我每次想做多时一样。
我必须确保在目标水平被跌破时还有另一个水平。你可以看到这个次要水平来自2025年11月的低点，连接到今年3月的枢轴点，你可以看到该水平将在$400下方，大约在$390。如果继续跌破那条趋势线，我认为概率很高——股票没有保证，但概率很高——因为下降趋势线和上升趋势线的交汇会产生类似蜘蛛网的反弹效应，更保守的做法是等待交易。
等待价格跌至400以下，应该至少会产生10%的反弹，达到图表上的另一条上升趋势线。
Next up, another stock getting near to some buy levels, something that I would be considering in is WDC. Look at this on WDC, we've got price action hitting another long-term trend line, one of which, much like on STX, hit recently, bounced up, came back down, and retested this area.
So, we very well could see a bounce again as early as tomorrow pushing us for this near-term destination at $550, but I have another backup level, as I always do, whenever I'm interested in going long.
I got to make sure I've got another level in case this level that I'm targeting does get pierced. And you can see this other secondary level comes from the low in November of 2025, connected over to the pivot in March of this year, and you can see that level is going to come right under $400, right around $390.
Should we have a continued sell through that trend line, I would almost there's a high probability chance, there's no guarantees in stocks, but a high probability chance with the convergence of both this declining trend line and this inclining trend line will create a spider web bounce like effect for more um more conservative route to wait for a trade.
Wait for the fall to come down here sub 400 should generate at least a minimum 10% pop up to this other inclining trend line on the chart.
