Revenue surging more than 50% isn't enough for Western Digital (WDC) investors, who sold off the stock after earnings Thursday. Matthew Bryson of Wedbush says AI debt concerns continue to outweigh earnings "for now," though he sees that trend reversing once ROI starts to support the spending. When it comes to neoclouds, Matthew believes it's not the costs of capital that will be the main headwind, but how companies acquire the cash.