$Seagate Tech(STX.US)
Context:
AI gets most of the attention for compute, but all that data still needs somewhere to live. That’s why STX caught my attention.
My Trade:
I’m holding STX because I see storage as a less obvious but essential part of the AI infrastructure buildout. Recent HDD supply tightness only strengthens that view for me.
Takeaway:
AI doesn’t stop at GPUs. Compute creates data, and data creates storage demand.
That’s the part of the AI trade I think people still underestimate.
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