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Posted by
Two Blokes Apr 15 -
Filed in
Stock
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3 views
Disappointing guidance for Q4 2025 paved the way for a more attractive price, which, I believe, is reasonable for this strong enterprise storage company. Despite the industry's fragmented structure, the stability of market share and high returns on capital indicate its participants' cooperation and the industry's competitive advantage. While the enterprise storage industry will benefit from the increasing adoption of AI among enterprises, it will take time, as there are still hurdles to overcome.
