Brian Feroldi

"In total, Micron didn't just have a great quarter. The company has fundamentally done huge work to change its business model that will make revenue, margins, and growth more predictable than at any time in the future. So if you're a Micron shareholder, you have to look at this quarter as simply game changer."

"Well, we do know that there are four very large customers, think hyperscalers, likely to be companies like Google, Microsoft, Amazon, etc."

"Well, we do know that there are four very large customers, think hyperscalers, likely to be companies like Google, Microsoft, Amazon, etc."

"Micron's business has always suffered from one fatal flaw, but literally on June 24th, they may have made a move that permanently eliminates its biggest risk."

"So, I [595s] for one am bullish on Microsoft stock [597s] over the long term, although I will be [598s] watching it closely."

"I am [526s] personally very bullish on Microsoft [528s] stock right now."

"Don't forget that Microsoft [504s] owns a pretty substantial size of Open [506s] AI. And at its latest round of funding, [508s] Microsoft's position in OpenAI is [510s] currently worth about $200 billion."

"If you look at Microsoft's growth [162s] rate over the long term, it's averaged [163s] about 12% revenue growth and 24% [166s] earnings growth over the last 10 years."

"super [19s] investors like Bill Gates, Chris Han, [21s] and David Ter have all been reducing [23s] their exposure to Microsoft."

"Microsoft stock has been under huge [1s] selling pressure in 2026 and the stock [4s] has badly underperformed the S&P 500 [6s] over the last year."

"So, to review, I think this business is fairly exciting right now. It's in the capital return phase. It's moat is narrow and stable. The growth over the next couple years looks very high. The management team has done a fabulous job over the last couple years, but offsetting that is the fact that this business has a fairly risky right now and the valuation is really high right now. But, after analyzing this company, I now know why so many people are excited to own this stock."

"So, I'd want to monitor how the spending of Google, Microsoft, Amazon, and more is trending."

"So, I'd want to monitor how the spending of Google, Microsoft, Amazon, and more is trending."

"Make no mistake, on both a trailing and forward basis, this stock is very expensive right now. Now, offsetting that high valuation is the fact that this company has exceeded guidance in the last couple of quarters, and demand for all things AI remain off the charts high. I have a hard time calling this stock anything but expensive right now."

"So, when thinking through the customer concentration issues and the long-term threat of solid-state drives, I would actually think that this company is a high-risk business right now."

"Another risk to think about is solid-state drives. So, these are blazing fast when compared to hard drives, like the ones that Western Digital makes."

"So, in judging this company's management team, I would give it a four out of five with the opportunity to raise that number to five out of five over time as we have more tenure in the corner office for this CEO."

"So, while it's hard to come up with a truly long-term growth estimate for this business, there's no doubt in my mind that over the next few years at least, this company has very high growth potential."

"So, in rating the company's moat, I'm happy to see that its size is actually narrow, and then its direction is stable."

"Now, a key question to ask is is this pricing power maintainable over the long term? That question remains up in the air, but for now, there's no doubt that this company has pricing on its side."

"But, it is important to note that cloud customers are buying both from Western Digital and Seagate right now, so they don't seem to massively favor one company over the other."

"But, it is important to note that cloud customers are buying both from Western Digital and Seagate right now, so they don't seem to massively favor one company over the other."

"So, right now Western Digital is clearly in phase four, the capital return phase. Now, Stock Screener rated the company's current moat as narrow, given that it's only one of two hard disk drive manufacturers globally that's operating at scale."

"Now, which phase of the business growth cycle is Western Digital in? I think the answer there is clearly that it's in phase four, the capital return cycle."

"Since it's in a duopoly with Seagate, that could limit the company's ultimate pricing power."

"And the uptick in recent years has been especially pronounced. And from a business quality perspective, I like to think about a couple of key questions. Number one is is revenue predictable? And the company's revenue has become far more predictable in recent years thanks to the huge uptick in AI spending."

"So, if you're looking for cheap storage, Western Digital is the way to go."

"Now, the company's main customers are Amazon, Google, Meta, Microsoft, etc. may all need massive amounts of cheap storage to keep their AI training going."

"Now, the company's main customers are Amazon, Google, Meta, Microsoft, etc. may all need massive amounts of cheap storage to keep their AI training going."

"Now, the company's main customers are Amazon, Google, Meta, Microsoft, etc. may all need massive amounts of cheap storage to keep their AI training going."