Seagate: Time To Lock In Gains, As Multiples And Margins Trail Peers (Rating Downgrade)

To me, the back half of 2025 is going to be a stock picker's market. The S&P 500 has been dominated by momentum plays like Microsoft ( MSFT ) and Nvidia ( NVDA ); in order to trulyWith 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 contributor on Seeking Alpha since 2017. He has been quoted in ...