$Seagate Tech(STX.US)
STX just delivered a strong quarter and raised its outlook, yet the stock is still swinging hard. That’s the market right now. Even strong AI-related results can get hit when expectations are high and traders take profits.
The bigger story hasn’t changed. AI keeps creating more data, and that data needs to be stored. I’m watching demand, cash flow and data centre growth more than the short-term price action.
@Captain's Treasure
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