Seagate (STX)
Published 2026-02-05 • by defiweekly
Thesis Summary
Detailed Deep Dive
Other mentions: Seagate and Western Digital. While not being memory, they’re storage which is also in a huge shortage as the amount of data generated explodes.
Published 2026-02-05 • by defiweekly
Other mentions: Seagate and Western Digital. While not being memory, they’re storage which is also in a huge shortage as the amount of data generated explodes.