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.
