Seagate: My Bullish Thesis Remains Intact, Followed By Cloud Storage Demand

Core Insights - Seagate Technology Holdings (NASDAQ: STX) experienced a stock price surge of approximately 40% from a publication price of $186 on September 4, indicating strong performance over a two-month period [1] Company Performance - The significant increase in Seagate's stock price reflects broader market trends and investor sentiment [1] Analyst Background - The analysis is conducted by a senior derivatives expert with over 10 years of experience in asset management, focusing on equity analysis, macroeconomics, and risk-managed portfolio construction [1] - The expert has a background in both institutional and private client asset management, emphasizing multi-asset strategies with a focus on equities and derivatives [1] Investment Philosophy - The goal of the analysis is to share insights and foster discussions among investors, promoting accessible and empowering long-term investing [1]