$WDC

Does he own it?

WDC is never claimed as a personal holding. It appears only inside third-party lists: a Phison-interview "toll collector" memory grouping, a Silicon Motion customer list, and a memory-ETF holdings breakdown. The only position he says he took was in SIMO, not WDC. No first-person buy/add/hold/size language for WDC at all.

His thesis

WDC is cited as one of the major NAND/memory "toll collectors" positioned to benefit from a structural, AI-driven memory and enterprise-SSD supercycle (inference storage bottlenecks, high-capacity datacenter SSDs, no near-term supply relief). It is mentioned as a beneficiary of memory demand rather than as a specific buy recommendation, and serves mostly as context for adjacent plays like SIMO and a memory ETF.

How his view evolved

Consistently a peripheral name across all three mentions. Never elevated from a list item to a conviction pick or personal position; his actual expressed trade was in SIMO, with WDC just a tagged memory peer.

Key points

• Named as a NAND 'toll collector' in a Phison memory-supercycle framework
• Listed as a Silicon Motion controller customer, not as his own holding
• Appears as a 4.77% holding in a memory ETF he praised, with no personal position stated

Derived from a holistic read of his public posts — paraphrased, never quoted. See his actual posts about $WDC on X ↗