Is This the AI Infrastructure Stock Investors Are Missing?

Source Motley_fool

Western Digital (NASDAQ: WDC) could be one of the quieter winners of the AI buildout as data storage becomes harder to ignore. The upside case is built on cloud demand, pricing power, and AI-driven data growth, but the stock's huge rally raises a tougher question about expectations.

Stock prices used were the market prices of June 25, 2026. The video was published on July 7, 2026.

Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »

Should you buy stock in Western Digital right now?

Before you buy stock in Western Digital, consider this:

The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Western Digital wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.

Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $407,651!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,252,823!*

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*Stock Advisor returns as of July 9, 2026.

Rick Orford has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Western Digital. The Motley Fool has a disclosure policy. Rick Orford is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link, they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.

Disclaimer: For information purposes only. Past performance is not indicative of future results.
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