Seagate (NASDAQ:STX) isn’t just benefiting from stronger storage demand. The company is selling higher-value products at better prices, turning the AI data center boom into stronger margins and cash flow. That shift could force investors to rethink how they value this business, especially if its Mozaic 4+ platform keeps scaling with major cloud customers.
Stock prices used were the market prices of May 6, 2026. The video was published on May 14, 2026. On the date of publication, Rick Orford did not have (either directly or indirectly) positions in any of the securities mentioned in this video.
