What top creators are saying about Seagate Technology Holdings plc(STX)

Mentioned as a Lone Pine Capital holding, with no company-specific analysis or directional view.

Named among companies exposed to concerns about slowing AI infrastructure spending; no company-specific decline was specified.

Mentioned among AI infrastructure-related stocks affected by concerns about a slower buildout.

The company was included among data-center suppliers pressured by concerns that construction projects could be delayed.

Seagate was cited among substantially declined AI-related stocks that could benefit from an election-driven relief rally.

Was among the hardware names hit during the broader technology sell-off.

The discussion was bullish on long-term storage demand from data-center and AI workloads. Strong results and guidance were tempered by valuation concerns after a large year-to-date share-price gain.

Mentioned as an upcoming earnings report; no company-specific forecast or investment recommendation was provided.

Seagate was mentioned in intraday market commentary without a specific investment view.

Shares gained around 3% during a recovery in memory and storage stocks, though broader demand and market-sentiment questions remain.

The host noted a small move in the stock while saying storage stocks were leading gains; no specific recommendation was given.

Led declines, falling 4.45% since Friday’s close.

Reportedly appeared in a fund portfolio discussed by the hosts; no specific investment view was provided.

Seagate was named among holdings of a fund involved in unconfirmed market rumors; the transcript offered no company-specific analysis.

May struggle to grow if AI customers are near their spending limits; further growth depends on customers generating enough revenue to justify more investment.

Shares sold off with memory-related stocks amid concerns about future supply and the broader AI trade.

The speaker questioned how growth could continue if customers are already spending at very high levels.

Showed a more constructive intraday recovery than Micron, but the guest cautioned that the move might not persist.

Fell during the memory and storage sell-off, although the fundamental impact of CXMT's architecture was described as uncertain.

Shares weakened as investors reassessed semiconductor and memory-related stocks amid concerns about pricing power.

Described as vulnerable to recurring memory-efficiency and capacity headlines; reportedly fell 20% last week after Toshiba announced increased HDD manufacturing capacity, and the image shows it down 3.20%.

Mentioned in market commentary without a specific recommendation or price target.

Discussed as a name to review or as an example from the hardware-stock list, without a clear standalone thesis.

The speaker said he was holding Seagate, but the discussion provided no investment thesis or price target.

The stock was described as volatile but rebounding after Keith sold his position at a loss; another speaker said they were still holding it. No specific buy or sell recommendation was made.

The intern sold the position at a loss while the speaker continued to hold; the stock was described as volatile and bouncing back up, without a clear recommendation.

The speakers mentioned losses in Seagate, but provided no further company-specific analysis.

Shares were under pressure following news related to Toshiba's hard-drive business, highlighting competitive and industry risks.

One speaker sold Seagate at a loss while another continued holding it; the stock was described as volatile and bouncing back up, without a clear longer-term view.

Mentioned alongside SanDisk as part of the storage trade, but the discussion did not establish a clear view on the stock.

The trading desk made a small profit on the stock, but no longer-term view was provided.

Speakers were holding or adding after a share-price drop, viewing the news as a possible buying opportunity while acknowledging losses and uncertainty around a reported bidding contest for Toshiba’s hard-drive unit.

Shares were pressured by concerns about Toshiba's planned hard-drive capacity expansion. The potential impact may be mitigated if AI and data-center demand continues to outpace supply.

Cantor Fitzgerald called the selloff a buying opportunity and named it a Top Pick, citing AI-driven HDD demand as support for long-term margins and cash flow.

The speaker reported closing their STX position without giving a reason or expressing a current investment view.

The stock fell sharply on concerns that increased hard-drive manufacturing capacity could eventually weaken pricing power, potentially by 2030.

The stock was described as rising strongly after recovering losses tied to a Toshiba capacity announcement. A speaker said it was having trouble moving above $900.

The host viewed the sell-off amid an unconfirmed Toshiba bidding-war report as a potential buying opportunity, while noting substantial volatility and headline risk.

Shares were weak amid supportive supply-demand commentary, while the speaker noted uncertainty about the selling and the memory sector's cyclicality.

JPMorgan expects memory supply constraints to persist through at least 2028, with HBM bit demand forecast to grow 63% and CY2027 HBM blended ASPs to rise 54% year over year across the named companies.

Shares were reported up around 5%–6% and near $900, but the discussion described short-term trading rather than a long-term investment thesis.

Shares fell on reports of potential hard-drive capacity increases by 2030, then began recovering as the market reassessed the risk.

A speaker had bought Seagate and considered it a stock to stay long, while noting that Toshiba's increased capacity could create competitive pressure and that a rally had not held.

Seagate fell after a Toshiba headline about increasing hard-drive capacity by 100% into 2030, which was described as challenging the supply-demand narrative.

The speaker was buying the dip and adding to a long position, viewing the market's reaction to Toshiba's capacity increase as an overreaction. A failed rally and competitive capacity concerns temper the bullish outlook.

The stock fell on reports of Toshiba's planned HDD capacity expansion, raising concerns about future supply and pricing power; the host did not judge whether the selloff was justified.

Seagate was included among memory and AI-related companies cited as contributing to market gains since ChatGPT launched; continued AI infrastructure spending is a potential driver, with concentration risk noted.

Guided for 56% growth demonstrating strong fundamental performance.

Subject to heavy retail selling alongside other memory and storage names amid fragile market sentiment.

Top position by current market value in the 13F holdings data for Value Aligned Research Advisors LLC.