Seagate: From Cyclical Hardware To AI Infrastructure Story

Remember Daft Punk's "Harder, Better, Faster, Stronger"? The market has focused on the "faster" factor (Nvidia's GPUs, for example), but it also needs "harder" factors: data, storage, and physical capacity. Without those, nothing works. Without Seagate, todayI’m a Portfolio manager (flexible equity funds and private clients), fundamental equity research, macro and geopolitical strategy.Over 10 years across global markets, managing multi-asset strategies and equity portfolios at a European asset manager.I co ...