$Seagate Tech(STX.US)$Western Digital(WDC.US)$Sandisk(SNDK.US)Divergence has already emerged, and the market cap gap has widened.

$Micron Tech(MU.US)$Sandisk(SNDK.US)The divergence in the later stages will become increasingly severe, precisely because the mechanical hard drive stock $Western Digital(WDC.US)'s earnings growth is too slow, and the slow decline in PE is dragging down the stock price increase.

Attention to those buying $Western Digital(WDC.US)$Seagate Tech(STX.US). The proportion of mechanical hard drives will become smaller and smaller... This can be seen from the recent next quarter's earnings guidance, where the growth rate is far lower than other Dram/HBM and NAND flash storage stocks.

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