Group 1 - Seagate Technology Holdings plc (NASDAQ:STX) has seen its shares increase by 184% over the past six months, raising questions about whether its market valuation is too high [2] - The company's stock performance is attributed to the AI data center bull market, indicating a strong demand for storage devices as PC makers face supply constraints [2][3] - Intel's CFO highlighted CPU market supply constraints, suggesting that companies like Seagate will benefit as demand for storage devices rises [2][3] Group 2 - While Seagate is recognized as a potential investment, there is a belief that other AI stocks may offer higher returns with less risk [4] - The article suggests that there are extremely cheap AI stocks that could benefit from current market conditions, including tariffs and onshoring [4]