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Posted by
Two Blokes Jun 7 -
Filed in
Stock
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8 views
Seagate is at a critical inflection point, driven by HAMR commercialization and surging AI-induced storage demand, supporting my strong buy thesis. HAMR technology positions Seagate as an industry leader, unlocking multi-billion-dollar opportunities and significant margin expansion as cloud and AI workloads grow. Despite recent stock rallies, Seagate remains deeply undervalued on key multiples, with a DCF-based intrinsic value of $174, offering substantial upside.
