Name: WDC 'Old Tech' Evolving with A.I., NVDA & AMD Still Important Holdings
Uploaded: 2025-04-30T19:31:48.229-05:00
Duration: 6 min 28 s
Description: Western Digital (WDC) is "in a good spot right now," according to Matthew Bryson. He cites its hard drive business and limited tariff exposure as signs that the "old tech" company has room to run with the next leg in A.I. Lee Munson calls Western Digital a value play in the space, though he still sees Nvidia (NVDA) and AMD Inc. (AMD) as the stocks to own despite tariff uncertainty.

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Western Digital (WDC) is "in a good spot right now," according to Matthew Bryson. He cites its hard drive business and limited tariff exposure as signs that the "old tech" company has room to run with the next leg in A.I. Lee Munson calls Western Digital a value play in the space, though he still sees Nvidia (NVDA) and AMD Inc. (AMD) as the stocks to own despite tariff uncertainty.

WDC 'Old Tech' Evolving with A.I., NVDA & AMD Still Important Holdings

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