Seagate's Catch-Up Trade Has Legs

Group 1 - The global data storage needs are increasing significantly, driven by applications such as AI training, big data analytics, and cloud storage [1] - Various surveys and reports indicate different growth levels in data storage, but a common consensus is that there is a strong tailwind supporting this growth [1] Group 2 - The article emphasizes the importance of rigorous risk management and a long-term perspective on value creation in investment strategies [1]