Seagate Stock: The Real Risk Isn't Toshiba, It's The 2028 Supply Wave (NASDAQ:STX)
· seekingalpha.com
Seagate downgraded to Hold after a 440% rally. Learn why supply shortages, record margins, and 2028 capacity growth could limit upside now.
I wrote about Seagate ( STX ) in May 2025, when the stock traded at $117, and rated it a Strong Buy. Since then it has risen about 440% , against 28% for the S&...