Tom Coughlin discusses the greater hard disk drive industry as companies like Micron (MU), Western Digital (WDC), SanDisk (SNDK) and other AI memory chips command price action. He predicts 80% of data center information will be stored via HDD, opening the door for these companies to command the space even more. For Western Digital in particular, Tom sees new HDD developments benefitting the company's profit momentum. He points to notable signs of strength in earnings to outline his long-term bull case in AI memory demand.