STX's nearline capacity is nearly fully allocated through 2027, driving a 90% confidence BUY call with a $946 price target.
WDC posts similar revenue to STX but carries a lower market cap, while MU operates in DRAM and HBM as a complement, not a competitor.
Act now: the ****** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Seagate Technology didn't make the cut. Grab the names FREE today.
Few large-cap tech stocks have moved like Seagate Technology (NASDAQ:STX) over the past five years. The hard drive maker was left for dead in 2021 as investors braced for NAND to eat HDD, yet the AI data explosion flipped the narrative.
Cloud giants now depend on Seagate's Mozaic HAMR platform to store the exabytes their AI models generate, and the stock has responded in kind. The question is whether the run has legs into 2027, or whether the easy money has already been made.
#seagate #stocks #NVIDIA #NASDAQ
WDC posts similar revenue to STX but carries a lower market cap, while MU operates in DRAM and HBM as a complement, not a competitor.
Act now: the ****** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Seagate Technology didn't make the cut. Grab the names FREE today.
Few large-cap tech stocks have moved like Seagate Technology (NASDAQ:STX) over the past five years. The hard drive maker was left for dead in 2021 as investors braced for NAND to eat HDD, yet the AI data explosion flipped the narrative.
Cloud giants now depend on Seagate's Mozaic HAMR platform to store the exabytes their AI models generate, and the stock has responded in kind. The question is whether the run has legs into 2027, or whether the easy money has already been made.
#seagate #stocks #NVIDIA #NASDAQ
3 months ago
