This is an unnecessarily doom-heavy piece from SA.

Is wall street changing the narrative about AI and Semis ?

u/NoJournalist9590 — 4 days ago

Why WDC has been under pressure recently

I think a lot of people are overlooking what actually happened with WDC this week.
The recent decline appears to be driven more by one time events than by a deterioration in the business itself.

First, the SanDisk share exchange officially closed on June 22. Investors who received WDC shares through that transaction often sold them immediately. At the same time, arbitrage funds that had been hedging the deal closed their positions. This created a large amount of temporary selling pressure that was unrelated to the company’s operating performance.

Second, WDC retired about 858 million dollars of convertible debt before its 2028 maturity. To do that, the company issued about 21.3 million new shares. This diluted existing shareholders and reduced near term earnings per share. However, it also eliminated a significant amount of debt, reduced future interest expense, and strengthened the balance sheet. This is generally viewed as a short term negative but a potential long term positive.

Another factor that may have added to the selling pressure was the downgrade from Fox Advisors on June 22. They lowered their rating from Outperform to Equal Weight because they believe expectations for HDD pricing have become too optimistic after the stock’s massive rally. Importantly, this was not based on concerns about WDC’s execution or financial health. It was mainly a valuation call after the stock appreciated significantly.

The key point is that all of these events have already happened. The share exchange is complete. The dilution has already occurred. The analyst downgrade is already public.

From this point forward, I believe the stock will be driven much more by fundamentals such as AI driven storage demand, HDD pricing, free cash flow, margins, and the next earnings report rather than by these one time corporate events

reddit.com
u/NoJournalist9590 — 9 days ago

Off the rails today, are you adding?

The Week initiated in the 780s and now heading towards 500s, not even MU earnings catalyzed.
What is driving this move today?

u/NoJournalist9590 — 9 days ago

Back to June 8th prices Again

Is like since June 8th, everytime the stock is recovering we have a massive Pullback, in just a couple of minutes we were at 315 and then down to the 280s, what’s the reason about this behavior? Is like a 10% move swing all the days but never breaking the 300s for more than one day.

reddit.com
u/NoJournalist9590 — 19 days ago

New Semen Analysis after 2 months of supplements

March Results:

Volume: 3.50 ml (Reference ≥ 1.4 ml)
Liquefaction: < 60 min
pH: 7,50 (Reference ≥ 7.2)
Viscosity: Normal
Color: Normal
Concentration: 49,8 million/ml
Total sperm count: 180 million/ejaculate
Progressive motility (A+B): 27%
Fast Progressive: 13
Slow Progressive: 14
Total motility (A+B+C): 33%
Vitality: 71%
Normal morphology: 3

June Results:

Volume: 3.64 ml (Reference ≥ 1.4 ml)
Liquefaction: < 60 min
pH: 8.50 (Reference ≥ 7.2)
Viscosity: Normal
Color: Normal
Concentration: 54.93 million/ml
Total sperm count: 199.95 million/ejaculate
Progressive motility (A+B): 52%
Fast Progressive: 23%
Slow Progressive: 29%
Total motility (A+B+C): 67%
Vitality: 80%
Normal morphology: 4

I feel happy, I was taking pregnastar, coq100 400 mg, zinc, selenium, vitaminc, carnitina -l.

I was happy but an andrologist was still not satisfied and is saying is still not optimal for natural conception and that IVF should be great.

Any opinions, thank you.

reddit.com
u/NoJournalist9590 — 26 days ago

TTC 1 year anyone with these results

Male, 35 years old.
I recently did fertility testing and would like some opinions about whether these hormone levels could be related to abnormal sperm morphology, especially acrosome defects.
Hormone results
Testosterone: 957.67 ng/dL (lab range: 240.24–870.68) → slightly high
FSH: 1.96 mIU/mL (range: 0.95–11.95)
LH: 1.44 mIU/mL (range: 0.57–12.07)
Estradiol: 33.50 pg/mL (range: 11–44)
Prolactin: 16.52 ng/mL (range: 3.46–19.40)
Semen morphology findings
Significant teratozoospermia
About 70% abnormal acrosome
Around 37% amorphous heads
Tail and midpiece mostly normal

TZI: 1.63
Motility:
28% Progressive total
14% Fast
14% Slow

reddit.com
u/NoJournalist9590 — 1 month ago

Anyone having unexplained high natural testosterone

Male, 36 years old.
I have never taken Testosterone supplements, I recently did fertility testing and would like some opinions about whether these hormone levels could be related to abnormal sperm morphology, especially acrosome defects.
Hormone results
Testosterone: 957.67 ng/dL (lab range: 240.24–870.68) → slightly high
FSH: 1.96 mIU/mL (range: 0.95–11.95)
LH: 1.44 mIU/mL (range: 0.57–12.07)
Estradiol: 33.50 pg/mL (range: 11–44)
Prolactin: 16.52 ng/mL (range: 3.46–19.40)

reddit.com
u/NoJournalist9590 — 1 month ago

Hello Guys, I have been trying to conceive for 8 months with only one chemical pregnancy.

I have done my blood and semen analysis and found:

FSH: 2.0
LH: 1,5
Testosterone: 959
Estradiol: 34

My semen analysis showed:

4,0 Ml volume.

40 million each Mln.

And only 20% with normal A+B motility.

Morphology 3%

I am trying to figure out if the motility is related to my hormones so i can start a treatment, anyone have been or seen this before?

reddit.com
u/NoJournalist9590 — 2 months ago