$Seagate Tech(STX.US)
Seagate jumped after major analysts raised price targets, rebounding sharply from last week’s correction and volatility.
The rally is backed by AI storage tailwinds, with capacity reportedly nearly locked through next year. Still, insider selling and elevated multiples suggest expectations are already demanding.
Rather than treating this as an all-in moment, I’d prefer dollar-cost averaging, building exposure gradually only if the thesis keeps improving while keeping valuation risk under control.
@Bridge Buzz SG
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