Seagate: AI Storage Demand Unlocks A New Growth Cycle

Core Insights - The article emphasizes the importance of understanding macro trends and their influence on asset prices and investor behavior [1] - It highlights the significance of central bank policies in the EU and US, sector rotation, and sentiment dynamics in constructing actionable investment strategies [1] Company and Industry Analysis - The focus is on equity analysis and research, with a specialization in derivatives and risk-managed portfolio construction [1] - The article suggests that investing should be accessible and empowering, aiming to build confidence in long-term investing among readers [1]