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    When companies can’t buy hard drives, they’ll buy the next best thing (cloud storage)

    WD is sold out for years. Seagate probably next. Hard drives and SSD prices through the roof.

    What hasn't changed? Cloud storage prices per GB. Seems like the obvious and price-stable avenue for companies to store data instead of racking out their own servers at 5x the cost.

    There's a ticker below the $500mm market cap requirement that I can't mention here, but also competitors like $AMZN, that I think will see a lot of new business soon.

    Investment disclosure 150+ long dated $5 calls on said unnamed ticker. Research the cloud storage space to see the landscape of very economically priced storage solutions out there to see why I see opportunity here. Or tell me I'm regarded and setting my money ablaze. 🤷

    When companies can't buy hard drives, they'll buy the next best thing (cloud storage)
    byu/Avimox inwallstreetbets



    Posted by Avimox

    33 Comments

    2. Snoo97782 on

      I know this sub is just a bunch of idiots but this is the most regarded thing I’ve read in weeks

    4. AverageAngling on

      FYI despite popular belief cloud storage is not actually in the clouds you see in the sky, but rooted in physical drives here on the ground.

      Therefore this is stupid and illogical, BUT I appreciate you trying to see something different!

    5. North_Art194 on

      Cloud isn’t magically cheap just because drives are expensive. Hyperscalers still pass costs through eventually. Also, egress fees and vendor lock-in are brutal. If your thesis is supply shock .. cloud demand spike, show capacity + margin data. Otherwise this is just vibes and OTM calls.

    8. smashingcabage on

      But you will always be paying market rates which can continue to climb. This is all about creating stress to force customers to cloud when they want to own their own hardware and lower costs

    11. Dipsendorf on

      Everyone ragging on you but maybe there is something to this. I mean, if you bought 10 WD digital drives at 2025 prices, you can make money by renting it out or selling them. In theory the demand goes up for cloud storage, and because these providers already have the racks built with 2025 prices, they’re golden until demand surges more than their capacity.

      Calls it is. Too bad I’m broke.

    13. PeanutButterStout on

      I think all he is saying is they are going to raise prices which is reasonable. Getting slammed here for no reason lol. PM me the ticker please

    20. Confident_Intern_755 on

      How do I invest in Micography?

      Asking for a friend. He’s well regarded among his peers

    23. sabhall12 on

      The price of NVMEs has effectively doubled in the last 6-8 months and now these companies are scooping up HDDs too… Expect a similar increase in price as supplies dwindle.

    24. GreedyTexas on

      Where do you think the cloud storage is held at? lol the actual clouds?! No they are in server rooms. Which is what this shortage is about

    25. Artistic-Worth8215 on

      wait you think companies are just gonna magically switch from owning their hardware to renting cloud storage because drive prices went up? most enterprises already made that call years ago based on way more than just hardware costs

      the ones still buying physical drives usually have specific reasons like data sovereignty requirements or they’re running legacy systems that cant just migrate overnight. plus cloud egress fees will eat you alive if you actually need to access that data regularly

    30. safcx21 on

      Calls on the sky? Or maybe puts if there are no clouds left in our future….? Perhaps even calls on sunscreen? So many options to consider here

    31. x7_omega on

      But wait… if WD and such sold everything forward, how will they produce ever increasing forward guidance and earnings? Is it flat or down from here for four quarters?

    32. TaiwaneseGoddess24 on

      Tbh most of those companies have been trying to get companies to move onto a mix of cloud / local storage for years. It’s just getting easier for them now lol.

    33. thetaFAANG on

      why did the unnamed ticker decline from $10 in November, ser?

      I’m still researching and trying to see why they’d moon now, AMD for example is still fucking up investor expectations when they should be an underdog recipient of the sector boom too

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