Seagate Technology: AI’s Silent Winner Up 220% - Here’s What Happens Next (NASDAQ:STX)
SeagateSeagate(US:STX) Seeking Alpha·2025-12-02 11:49

Group 1 - The semiconductor industry, particularly memory and data storage, has shown unexpected growth potential over the past year, challenging previous perceptions of being "old and boring" [1] - Uttam, a growth-oriented investment analyst, focuses on technology sectors including semiconductors, Artificial Intelligence, and Cloud software, indicating a strong interest in these areas for investment opportunities [1] - The analyst has a background in leading teams at major technology firms like Apple and Google, which adds credibility to his insights and research in the technology sector [1] Group 2 - The Pragmatic Optimist Newsletter, authored by Uttam and his wife, is recognized by leading publications such as the Wall Street Journal and Forbes, suggesting a reputable source of investment analysis [1] - The newsletter covers various sectors, including MedTech, Defense Tech, and Renewable Energy, indicating a broad scope of research beyond just technology [1]