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Western Digital reports earnings Thursday, following Seagate's beat-and-miss reaction. JPMorgan projects NAND prices up 18%, while peers show mixed technical setups and valuation gaps.
Research →Seagate reported record Q1 revenue of $4.23B and EPS of $7.68, beating estimates, with Q2 guidance significantly above consensus. Despite the strong results, the stock reportedly fell approximately 6% in after-hours trading, suggesting high expectations or sector-wide pressure.
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