$STX is on fire—up ~3x YTD to $295 amid the AI data explosion! 🚀 Why? Hyperscalers like AWS & Google are gobbling high-capacity HDDs for massive AI training datasets. Seagate's HAMR tech cranks density to 30TB+ per drive, slashing costs & boosting margins.
• Record margins + strong FCF last quarter, Q2 guide raised (revenue + EPS both moving up).
• Debt exchange ($500M) cleans up the balance sheet and cuts interest overhang.
• Bookings tied to AI data growth keep trending up — storage TAM expanding, not shrinking.
• Analysts are hiking PTs: some high-conviction bulls now at $465 (vs consensus ~mid-200s).
• Market still pricing STX like a cyclical HDD stock — while AI data growth is structural.
If you believe AI = bigger datasets, more inference logs, and long-term retention… storage demand is early. Dip = opportunity for upside re-rating.
#STX #AI #Semis #Stocks
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