Seagate: AI Runs On Disks Nobody Else Wants To Make (NASDAQ:STX)
· seekingalpha.com
Seagate Technology is now a supply-disciplined duopoly, selling allocated capacity on multi-year contracts, not just commodity drives. See why STX stock is a Buy.
Seagate Technology ( STX ) spent two decades teaching investors to sell every rally, which is why a 700% run into record margins still gets treated as a cycle t...