S&P 500Information Technology· USA

WDC

Dependent

Western Digital

BDEPD

$350.16

+1.95%

Open $341.55·Prev $343.46

as of 13 Apr

DEPENDENT

Power Core

Power Core in one sentence: Western Digital's moat is the physics-constrained duopoly in nearline HDD manufacturing, where the capital intensity, engineering complexity, and qualification cycles of high-capacity drives have eliminated all competitors except Seagate.

Published1 Apr 2026

UniverseS&P 500

SectorInformation Technology

↑

Direction of Movement

Structural Repositioning Amplified by AI Demand Cycle

ROC 200

+413.8%

Financials