Is Western Digital (WDC) The Best Under-The-Radar AI Stock to Buy?

We recently published 10 Trending Stocks to Watch as Brad Gerstner Explains Tailwinds for AI Trade – ’10x Manhattan Project’. Western Digital Corp (NASDAQ:WDC) is one of the trending stocks to watch.

James Van Geelen, the founder and portfolio manager at Citrini Research, said in a recent podcast on Bloomberg that Western Digital could be a potential beneficiary of the AI boom amid rising demand for storage due to the rise of AI videos.

“People kind of forgot that video takes up a lot more storage than text does. And if we’re gonna start just like throwing out the slop on video, the part, basically one of the only areas of semiconductors that has gotten ignored has been storage. Not like, not like memory, like, like RAM and stuff, but like hard drives and solid state disks. Like Western Digital Corp (NASDAQ:WDC) and you know,” he said.

Stock market data on a laptop screen. Photo by Alesia Kozik on Pexels

Geelen said video models will play a key role in the overall LLM space.

“LLMs don’t really interact with the world, but we’re starting to see in robotics, AI models interact with the world. So you have these video language action models and you can structure it so that, there was a interesting paper on archive recently that, and you know, this is video models like VEO 3 are emergent zero shot learners and understands. And what that just means is you can give it basically like a second of context and then it can extrapolate about what’s going on beyond that. That becomes extremely important for robotics.”

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Disclosure: None. This article is originally published at Insider Monkey.