Night Watch Investment Management released its Q4 2025 investor letter, reporting flat quarter results despite high individual stock volatility. The firm is pleased with 2025’s broad-based success and top five holdings. Western Digital Corporation (WDC) stock closed at $219.38 per share on January 6, 2026, with a 20.57% one-month return and 353.21% gain over 52 weeks.

In its investor letter, Night Watch Investment Management praised Western Digital Corporation (WDC) for benefiting from a memory shortage due to AI data center investments. The firm has scaled down its position after the stock’s >200% increase since purchase. WDC was not among the 30 most popular stocks among hedge funds in 2024 Q3.

While Western Digital Corporation (WDC) may offer potential, Night Watch Investment Management sees greater upside in certain AI stocks with less downside risk. The firm initiated a position in WDC in the previous quarter and advises checking hedge fund investor letters for more insights and opportunities.

Read more at Yahoo Finance: Accelerated Demand Lifted Western Digital Corp (WDC) in Q4