Seagate Technology Holdings. Every tracked FinTwit mention of $STX, newest first. 113 mentions since the first on Jun 30, 2025. See the price chart.
June 2026 · 3 mentions
Jun 4
Daave “3 and 30” Tepper — Ima be honest. Portfolio is balls long ai and was +2 today. had no idea Soxx was -2. Concentrated with 25 points cash. that would score as massive jensen’s alpha (yes I own Nvda…↗
Jun 4
Michael | Hypermarkets — TIER 2 — OPTICAL & NETWORKING BOTTLENECKS (The New Hottest Layer)
#6 $COHR (Coherent Corp.) — Nvidia invested $2 billion in Coherent in March 2026 alongside a multiyear purchase c…↗
Jun 2
Daave “3 and 30” Tepper — @TShirtnJeans2 @wallstengine Definitely good for $mu and $stx prob for $nvda and $nbis↗
May 2026 · 25 mentions
May 30
Michael | Hypermarkets — $NOW can easily triple from $125 by Jan 2027.
Remember, token use is expected to 2800% in 5 years says $GS.
So these 24 stocks can still 10x-20x:
(COMPUTE / GPU)
1. $NVDA — Eve…↗
May 26
Michael Sikand 🦑 — Congrats to the 730+ investors following my "Memory Supercycle" portfolio on @joinautopilot with $5.3M.
$MU surpassed $1T in market cap today.
The port is up ~11% this morning.…↗
May 22
InvestmentGuru — 10 Most Exciting Stocks
1. $SNDK (SanDisk)
The top-performing stock on Morningstar’s coverage list in 2026 — up a staggering ~464% YTD as flash memory demand for AI data centers…↗
Daave “3 and 30” Tepper — was balls long these names for the last 16 months
$stx $wdc $sndk $mu
faded hard now
the only thing that makes sense in AI with good symmetry/positive asymmetry is china WFE
ton…↗
Apr 30
Daave “3 and 30” Tepper — “Don’t get emotional about stock”
- gecko
much as i appreciate the name, sold half seagate today
for me, there will be better entries on all the memory names
$sndk $stx $mu $dr…↗
Apr 29
InvestmentGuru — Overnight movers are setting the tone for tomorrow’s market.
Storage names are leading after strong earnings:
$STX +18%
$WDC +10%
$SNDK +5%
$MU +3%
Semis and tech also showing st…↗
Daave “3 and 30” Tepper — entered the AI trade full bore in 2023 as a hedge to personal earnings value.
thesis: my terminal value is reduced by AGI
only hedge is own AI profit takers who stand in the way…↗
Daave “3 and 30” Tepper — 1) memory stocks aren't crashing. calm, nino.
2) when memory stocks do crash, and they will, you won't know it's the big one. and you'll complain all the way down, and you'll misdi…↗
Daave “3 and 30” Tepper — Best 5 stock portfolio of AI CAPEX beneficiaries?
I'll go first
$BE - 800volt BTM power
$NBIS - Moar inference
$ACMR - China WFE onshoring + internationalization + arb
$STX - HD…↗
Daave “3 and 30” Tepper — i cant remember, do google (and meta) data centers use HDD for storage?
$stx $wdc↗
Feb 3
Daave “3 and 30” Tepper — More port change in Jan than I should, but had runners in $be, $acmr, $stx and $cenx and had to cut some and rebalance
2/2 +21% YTD
rolls royce $rycey (ai power, nuclear, smr) an…
January 2026 · 6 mentions
Jan 30
Daave “3 and 30” Tepper — Most interesting memory and storage action after the close….
After $Wdc earnings
$wdc -2
$stx +3
What am I not seeing… Wdc falling further behind in hamr development?↗
Jan 28
Daave “3 and 30” Tepper — seagate (HDD) and asml
both had earnings last night
this morning $stx +13, $asml +1
this was a good call
sorry asml fan boys, i dont make the rules↗
Daave “3 and 30” Tepper — Seems to me $wdc and $stx earnings, orders and guidance might be ok https://t.co/JdqNk3BTTn
December 2025 · 13 mentions
Dec 20
Daave “3 and 30” Tepper — in retrospect, if an investor even mildly focused on ai missed $sndk $stx $wdc and $mu , they might not have their finger in the pulse
These were highly predictable runners. Not m…↗
Dec 19
Daave “3 and 30” Tepper — @PythiaR @zephyr_z9 @ContrarianCurse @TBU12345678 Agree on all counts! Semicap poor biz too, and dangerous at peak earnings. Low op lev, prone to the same excess capacity that wrec…↗
Dec 14
Daave “3 and 30” Tepper — That OAI was sitting on 5.2 signals how significant the compute shortage is
$nbis $orcl $stx $wdc↗
Dec 14
Ray Wang — 8) Lastly, maybe it's important to cover the elephant in the room in the storage space.
I think his view on the cost gap between HDDs and NAND (SSDs) makes a lot of sense. Put si…
November 2025 · 8 mentions
Nov 20
Daave “3 and 30” Tepper — ditto, except replace NAND with HDD
disclaimer: long both
$stx $wdc $sndk↗
Nov 18
Daave “3 and 30” Tepper — looking through the market noise
pick the right AI names
don't worry about the index, crypto, shitcos or even adjacent AI names unraveling
pick em right and sleep at night
$nb…↗
Ray Wang — $SIMO CEO Chia-Chang Kou on Q3 earnings call on October 31th: "We are facing a NEVER HAPPENED BEFORE, the HDD, DRAM, HBM, NAND, all in SEVERE SHORTAGE in 2026. $SNDK $STX $WDC
Mos…
October 2025 · 15 mentions
Oct 31
Ray Wang — MS: "Unprecedented pace of extending visibility: 5 POs thru CY26, 1 LTA w/ strong commercial terms thru CY27 (w/ more coming), and discussions extending to CY28."
$WDC $SNDK $STX.↗
Oct 30
Daave “3 and 30” Tepper — @BenBajarin if any investor sees this DC development data and doesn't immediately assume the following, they are unfit to manage money
there is no AI without storage and memory
s…↗
Oct 29
Kerrisdale Capital — $STX up another +19% on earnings today as gross margins surpass 40%, 5 hyperscalers now qualified on HAMR, data center demand remains robust, and earnings + guidance beat↗
Daave “3 and 30” Tepper — I laughed.
Worth another 100bn AI DC spend.
$nbis $stx $wdc $baba $acmr↗
Sep 30
Daave “3 and 30” Tepper — good observation. i'm not in the names pulling back. unpacking the observation yes, there are winners and losers in AI at these prices. some names got ahead of themselves. stay in…↗
Sep 26
Daave “3 and 30” Tepper — TFW semianalysis tells the world your biggest combined position is supply constrained and demand is pumpin
$wdc $stx↗
Sep 26
Daave “3 and 30” Tepper — Back in the water boys
$intc $baba
the only free lunch is diversification (free lunch is for free loaders)
Second nearly free lunch is momentum. Do not buy the losers. Buy or a…
August 2025 · 2 mentions
Aug 26
Daave “3 and 30” Tepper — $stx $nbis $vrt $cenx
looking for some pullback in these compute plays. Not seeing it yet.↗
Aug 21
Daave “3 and 30” Tepper — One thing hasn't changed in the noise of inflation, rates and powell. AI.
Better bigger badder models
$stx $nbis $cenx↗
June 2025 · 1 mention
Jun 30
Mike Bucella — "Bucella is the new Coachella"...
I only wish I was that cool @KellyCNBC 😂
A fun, rapid-fire segment on all things crypto with Kelly Evans and Brian Sullivan (@SullyCNBC) on…↗
— @tonitrades_ industrial competition in oligopoly (commodity DRAM) is materially different than in duopoly (HDD), even before considering IP as a barrier to entry.
$stx and $wdc 3…
Daave “3 and 30” Tepper — high change this month. 30% cash. high lt rates =FAFO; +Hormuz time bomb.
balls long AI@ 55% of equities portfolios; heavy concentration to drive returns with tracking error. … i…↗
May 20
Shay Boloor — $GOOGL I/O 2026 made it clear that Gemini is becoming the operating layer across Search, Android, Chrome, Workspace and agent workflows.
If Google shows real AI Search monetizatio…↗
May 20
Daave “3 and 30” Tepper — not a bottleneck bro- well I was on $mu $sndk $stx and $wdc - just earlier than most to the high quality pumpers.
$acmr IS a “bottleneck” in so far as China WFE onshoring - but th…↗
May 19
Daave “3 and 30” Tepper — @blondesnmoney so long as $tsm wont expand chip fab capacity there’s no incentive to grow the rest of systems capacity, including hdd
shockingly rational
and with rising exabyte…↗
May 19
Shay Boloor — $NVDA earnings tomorrow are an ecosystem event and basically a read-through on the entire physical AI supply chain:
• Cooling: $VRT
• Foundry: $TSM
• Optical: $COHR, $FN
• Power:…↗
May 19
Daave “3 and 30” Tepper — samsung thirsty for market share gain before an inevitable price correction
a tale as old as time in commodity sectors
if dram and nand were as IP-rich as HDD, they’d trade at t…↗
May 17
Shay Boloor — President Trump filed 3,600+ trades during Q1 and the biggest winners are heavily tilted toward semis, AI infrastructure & power:
• $PENG: +158%
• $INTC: +151%
• $SNDK: +131%
• $…↗
May 16
InvestmentGuru — The AI boom is creating two completely different markets inside tech right now.
Software names like $HUBS, $TEAM, and $WDAY have been heavily sold — the market fears AI disrupts t…↗
May 12
InvestmentGuru — The 2026 Memory Market May Extend the Supercycle
AI training, inference, and data center buildout are keeping memory demand structurally elevated — and the full stack is worth watc…↗
May 12
InvestmentGuru — The “Inflation Era” of AI Compute is Breaking Out Across the Board
Every layer of the AI infrastructure stack is seeing demand explosion — and the winners aren’t just $NVDA.
Here’s…↗
May 9
InvestmentGuru — The Complete Semiconductor Playbook — AI Supercycle 2026
The AI trade is no longer one ticker. It’s a full stack. Here’s every layer:
💾 MEMORY
$MU · $WDC · $STX · $SNDK · $AM…↗
May 8
Michael | Hypermarkets — 1 year ago, MU was at $65. It's up 1100% so far.
DRAM launched on 1 month ago and its up 85% already.
Here's every company inside $DRAM and why they'll print 1000%-2000% over th…↗
May 8
The Future Investors — The Future Investors presents the 40 stocks with the highest projected revenue growth for the next 3 years! 📈🚀
1. $NBIS | Nebius - 211.8%
2. $IREN | IREN Limited - 106.0%
3. $CR…↗
May 7
TheValueist — GAI CDS is now meaningfully tightening, adding support to the long ORCL HPC/neocloud trade.
$CRWV $ORCL $STX $AMKR https://t.co/CkPStEkHpu↗
May 5
CK Capital — We have witnessed some of the most insane gains ever in the last year from these 2 sectors.
Photonics:
$AAOI up 1200%
$LITE up 1500%
$COHR up 380%
$AXTI up 7500%
Memory:
$MU up 7…↗
May 4
TheValueist — $MU $SNDK $000660 $005930 $STX $WDC $NVDA DeepSeek DualPath and the Memory-Fabric Bottleneck in Agentic AI Inference
https://t.co/y5oP3Ed1tb
https://t.co/Tjhy6NXyuH
Bottom Line:…↗
May 4
Daave “3 and 30” Tepper — Seagate positive divergence from western digital has accelerated the last 30 days and even the last 5
$stx taking $wdc lunch money↗
May 3
Mike Investing — The best way to get rich in 2026 is by simply owning the entire AI ecosystem…
Cloud Infrastructure ~ $GOOGL, $AMZN, $MSFT
NeoCloud ~ $CRWV, $NBIS, $CIFR, $IREN
Security ~ $CRWD…↗
May 2
InvestmentGuru — The first Memory ETF just dropped — $DRAM
Top holdings:
→ Samsung Electronics — 25.02%
→ $MU Micron Technology — 24.13%
→ SK Hynix — 23.61%
→ Kioxia — 4.98%
→ $SNDK SanDisk — 4.81…↗
May 1
Daave “3 and 30” Tepper — trading more than should but mostly proactive / not reactive. def destroyed value. sold $be too soon.
lots of changes.
cut $stx in half after monster run. cut most of $cenx tho l…↗
May 1
Daave “3 and 30” Tepper — @jukan05 the long term tech risk to HDD means there will be no new entrant, no gobs of money to Toshiba and no new unit supply at $Stx or $wdc. HDD is a compounder as long as nand…↗
— $STX KEY READ-THROUGHS FROM SEAGATE TECHNOLOGY Q3 FY2026 EARNINGS CALL
Seagate’s Q3 FY2026 call delivered one of the clearest positive signals yet that AI-driven infrastructure de…
tae kim — Seagate $STX up 13.9% on a big beat and raise. The stock reaction is more important than the actual numbers (shows investor positioning). LFG. https://t.co/mS5Y8IjlIi↗
Apr 26
Daave “3 and 30” Tepper — been sayin it for ages now
Your context and ai slop need a place to call home
$stx $wdc ftw↗
Apr 22
TheValueist — GAI memory/storage tracker updated. You know it’s a good day when MU SNDK both up over 8% and to all time highs. Still more to come.
$MU $SNDK $STX $WDC https://t.co/BMN9TlcioL↗
Apr 15
TheValueist — My updated GAI CDS Dashboard is attached. Renewed chatter regarding HPC/Neocloud buildouts warrants a look. Tightening in lots of your favorite names.
$CRWV $ORCL $STX $AMKR https…↗
Apr 10
Daave “3 and 30” Tepper — Goodness gracious lawyers and analysts are so cooked
$nbis $dram $stx $acmr↗
Apr 9
TheValueist — GAI memory/storage is trying to keep up with optical networking.
$SNDK $MU $STX $WDC https://t.co/1mTsHi4F6q↗
Daave “3 and 30” Tepper — 1. AI works - llm winner doesn't matter. if never train another model, compute demand still grows.
2. AI commoditizes knowledge. value accrues to the compute, not to the software.…↗
Apr 6
TheValueist — This $STX is working. All-time high today. I expect it to keep doing so for at least the next 24 months. https://t.co/2nUGxM6y5N↗
Apr 4
Daave “3 and 30” Tepper — @lfg_cap - HDD demand driven by inference
- rational duopoly (three players if you want to include Toshiba)
- tech as a barrier to new entrants (low China risk)
- $stx whooping $w…↗
Apr 4
Daave “3 and 30” Tepper — couple things
1. Pls dont takeaway leading models in Claude code pro plan
2. If anthro thinks the window for massive consumer surplus is over:
A) they see enterprise taking off…↗
Apr 3
Daave “3 and 30” Tepper — Dram/nand/hdd is directly correlated with human brain replacement
we’re all cooked
$stx $wdc $sndk $mu↗
Daave “3 and 30” Tepper — $stx hamr dropping the hammer on $Wdc and $sndk
Ssd for thee, hdd for me
compute shift from training to inference
Exabyte cagr insane
Seagate took the roadmap risk and it’s pay…↗
The Future Investors — The first month of 2026 is over. Here are the 25 stocks with the strongest start 📈👇
1. $SDNK | Sandisk - 156.7%
2. $BE | Bloom Energy - 74.2%
3. $FLNC | Fluence Energy - 55.6%
4…↗
Ray Wang — 7) So, since we talk about pricing, maybe quickly talk about GM moving forward, which the firm and its peers have enjoyed a boost over the past few quarters, given tight supply sit…↗
Dec 14
Ray Wang — 6) On GM. Clearly, $STX and its peers have enjoyed the current tight supply in HDDs and a boost in their profitability and ability to raise the product price.
One complexity here…↗
Dec 14
Ray Wang — 5) Back to HAMR. Technology is great. Cost will be key for tech migration, esp amid SSD's emerging role in storage and data center (will come back to this point later).
In genera…↗
Dec 14
Ray Wang — 4) $STX's comment on LTA is quite interesting.
In memory space, both DRAM, NAND, and HDDs are seeing increasingly interest from customers for a longer term LTA (and potentially h…↗
Dec 14
Ray Wang — 2) On capacity expansion, $STX does not see any reasons to do it, citing "the industry will generate enough exabyte capacity without increasing the unit to serve the short-term nee…↗
Dec 14
Ray Wang — 1) $STX at 53rd Nasdaq Investor Conference: "I think when we have the Investor Day in May, we discussed about a certain revenue growth, especially in terms of exabyte revenue growt…↗
Dec 12
Daave “3 and 30” Tepper — If you’re short this, you lack any imagination whatsoever
Gen AI about to go exponential
$nbis $wdc $stx $acmr $sndk $nvda $goog $dis↗
Dec 11
Daave “3 and 30” Tepper — Duopolies (HDD) are far superior to oligopolies (NAND, DRAM) when maintaining supply rationality
Also HDD has far more technology complexity vs NAND and DRAM w/r/t new Chinese ent…↗
Daave “3 and 30” Tepper — AI stocks update: The Market is Worried About AI.
That's completely expected. It happens constantly.
"Markets climb a wall of worry"
This feels like the pullback (beginning of…↗
Nov 7
Daave “3 and 30” Tepper — Key aspect the market missed 12-36 months ago is, when Jensen says “we’re going to replace the COMPUTE infrastructure”, he’s correct.
But you can’t “replace” the STORAGE infrastru…↗
Nov 5
Ray Wang — 4) Investors looking closely at this memory supercycle are typically paying close attention to the top memory players like SK Hynix, $MU, and Samsung amid the unstoppable price hik…↗
Nov 3
Kerrisdale Capital — In May, we said $STX was an AI and data center opportunity, and it’s up +140% since. Later this morning, we unveil our next undiscovered AI and data center play. It’s European but…↗
— Seagate call transcript just so hyper bullish
Actually makes me a little nervous on sandisk
Love a good duopoly with supply constraint and restraint
$stx / $wdc Rerating incomi…
Ray Wang — Was thinking how $STX not up after the call yesterday. Well, it just up over 12% 😂↗
Oct 29
Ray Wang — $STX: "What I would say is that our strategy for adding capacity, if you will, is to go through product transitions. We're not really adding unit capacity."
"...a lot of the reas…↗
Oct 29
Ray Wang — 2) I have been thinking on the impact of video model and written several note on this. And $STX clearly supports this view (as seen above).
The demand seem to be very strong, and…↗
Oct 29
Ray Wang — 1) $STX CEO Mosley: "We are already seeing the positive impact of this trend as global CSPs deploy large-scale inferencing applications that rely on multimodal inputs such as text…↗
Oct 29
Ray Wang — $STX: "The data center end market, which is comprised of nearline sales into cloud, enterprise and VIA customers represented 80% of overall revenue.
Amid this improving demand b…↗
Oct 28
Daave “3 and 30” Tepper — $wdc read through (after hours move) from $stx release is interesting
AI infra pricing power is strong, supply constrained
$nvda making new highs tells you the spending race is o…↗
Oct 28
SpotGamma — If you are like Jake and you want to sell calls for income, make sure you are modeling it correctly.
Take $STX, which reports tonight. IV is likely to crush, and skew could flat…↗
Oct 24
Kerrisdale Capital — Our two longs this year: $ACMR +130% and $STX +112%. We’re equally optimistic about today’s idea↗
Oct 24
Ray Wang — $STX CEO William Mosley in Last Earnings Call (0729): "For the fiscal year, revenue increased 39%, non-GAAP gross profit dollars nearly doubled and operating profit more than tri…↗
Oct 4
Daave “3 and 30” Tepper — @zephyr_z9 Future Attention Influencers will be in walled gardens using video AI tools and paying high fees to access the best. required to capture and hold attention
AI monetiza…↗
Oct 2
Ray Wang — Phison will be the key beneficiary. Definitely get overlooked (as some fixate on $SNDK $STX $WDC) but is quite well-known in Taiwan (in fact I know tons of people in TW are look at…↗
Daave “3 and 30” Tepper — I’m a simple man
I like buying things in shortage with long lead times. $stx $wdc
don’t like buying things in shortage with short lead times (prone to viscous oversupply and corr…↗
Sep 15
Daave “3 and 30” Tepper — We’re at the AI goes exponential phase
In Covid spread terms, Italy is hitting down and the US stock markets haven’t moved
Humans can’t get arms around what’s coming
Buckle up…↗
Sep 4
Kerrisdale Capital — Our hyperscaler AI cloud storage long $STX +68% in less than 4 months🚀. As we studied the space, we came across an obvious storage short, so we wrote that up too. Report coming la…↗