Quick Read

• Morgan Stanley’s 33% price-target hike drove WDC to a fresh all-time high while STX gained 5%, as the AI storage trade broadened across the sector.

• SanDisk’s datacenter revenue surged 645% year-over-year and Micron guided to $33.5B in quarterly revenue with ~81% gross margins, powering the super-cycle thesis.

• WDC carries 21 analyst Buy ratings yet trades at 39x earnings with insiders net selling, and STX insiders have also trimmed, fueling the bubble debate.

• Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Seagate Technology didn’t make the cut. Grab the names FREE today.

Western Digital (NASDAQ:WDC) stock is up 7% in Tuesday morning trading, changing hands near $701 and…