Accelerated Demand Lifted Western Digital Corp (WDC) in Q4

5 days ago 3

Soumya Eswaran

Wed, January 7, 2026 astatine 7:31 AM CST 2 min read

Night Watch Investment Management, an concern absorption firm, released its fourth-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. Despite experiencing precocious volatility successful idiosyncratic stocks during Q4, the money finished the 4th astir flat. Overall, the steadfast is pleased with however 2025 unfolded. Like 2024, the results were broad-based and did not trust connected immoderate azygous security. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its fourth-quarter 2025 capitalist letter, Night Watch Investment Management highlighted stocks specified arsenic Western Digital Corporation (NASDAQ:WDC). Western Digital Corporation (NASDAQ:WDC) offers information retention devices and solutions based connected hard disk thrust (HDD) technology. On January 6, 2026, Western Digital Corporation (NASDAQ:WDC) banal closed astatine $219.38 per share. One-month instrumentality of Western Digital Corporation (NASDAQ:WDC) was 20.57%, and its shares gained 353.21% of their worth implicit the past 52 weeks. Western Digital Corporation (NASDAQ:WDC) has a marketplace capitalization of $75.202 billion.

Night Watch Investment Management stated the pursuing regarding Western Digital Corporation (NASDAQ:WDC) successful its 4th fourth 2025 capitalist letter:

"Western Digital Corporation (NASDAQ:WDC), a shaper of hard-disk drives, benefited from a ample representation shortage driven by investments successful AI information centers. The shares are up >200% since our acquisition and we person been scaling down our position, fixed that representation cycles person historically been precise abbreviated and precise violent."

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In another article, we covered Western Digital Corporation (NASDAQ:WDC) and shared stocks with double-digit Gains. Night Watch Investment Management initiated a presumption successful Western Digital Corporation (NASDAQ:WDC) successful the erstwhile quarter. In addition, delight cheque retired our hedge money capitalist letters Q4 2025 page for much capitalist letters from hedge funds and different starring investors.