4DS - Anything but Charting, page-10714

Re: 4DS being dumped to buy WBT. Seems like a solid hypothesis to me. One thing I find particularly reassuring is that there were plenty of buyers ready to scoop up whatever was being thrown onto the market as a result of WBT FOMO. Relatively consistent volumes at $0.17 for most of the week (with volume only declining as the SP inched up a little higher on Thursday) is something reassuring to take into the weekend.

Might be worth reiterating another widely held hypothesis, being that any buzz generated around BRN and/or WBT tends to get those with lateral thinking skills into researching the next BRN or WBT. I'd agree with any argument to suggest that much of 4DS' recent SP strength has been driven by bargain hunters seeking the Next Big Thing in the tech/semiconductor space.

As for the next wafer announcement, what's another couple of weeks in the big picture? It's been previously hypothesised that WD probably won't be going all-in into cloud SCM until at least 2022, primarily to leverage off Intel's hard work and expense in creating this market segment. No doubt others are working to a similar game plan.

Even if the SP drifts down to $0.13-$0.15 prior to the next announcement, I can't see it being a big deal in the overall scheme of things.

All IMO, DYOR and GLTAH