$Seagate Tech(STX.US)
Seagate has surged over 460% in the past year, driven by AI infrastructure demand, HAMR, and tight capacity through 2026. The business and free cash flow are strong, but with a P/E above 60 and insiders selling millions in shares, the valuation leaves little room for error.
I like the story, but at these levels, there’s simply no margin of safety. I’m not adding here.
@Captain's Treasure
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