Seagate: The AI Stock We Should Be Talking More About

Chip stocks have had a major rude awakening in 2025, with news that China’s DeepSeek AI models may not need advanced Nvidia ( NVDA ) chips to build out highly functional LLMs. But while Nvidia has dominated the headlines, there’s oneWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contribut ...