P&L (2 Oct 2026) Massive overeacting from $Seagate Technology PLC(STX)$ . Great entry and another great swing trade. Toshiba expansion of $380 million won't even meaningfully impact the market until 2027, leaving a massive supply-demand imbalance that favors established players like Seagate Technology and Western Digital. In addition, Seagate's proprietary Heat-Assisted Magnetic Recording (HAMR) technology is the EXACT innovation required to areal density and physically store the massive datasets generated by AI development. I SAY BUY THE FUCKING NEWS!
JUST HIT SGD 19K TOO THIS WEEK! đ


Modified in.10-03 21:50
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