$Seagate Tech(STX.US)
STX had a strong move today as traders positioned ahead of earnings. Hardware names tied to data center expansion are getting a lot of attention, and the momentum is picking up fast.
The bigger picture still looks interesting to me. AI infrastructure needs a lot more storage, and hyperscalers are continuing to build out their capacity. That demand isn’t going away just because the stock has a big day.
For now, I’m happy to sit back and see what management delivers next week. A strong run into earnings can be exciting, but I’d rather watch the numbers than chase the green candles.
@Captain's Treasure
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