Seagate Technology's quietly powering the AI revolution. Who knew? 🚀 Their Q4 fiscal 2025 numbers are eye-popping. Revenue's up 30%. Margins are soaring. EPS? Through the roof.



Demand's insane. Booked through mid-2026? Crazy. Hyperscalers can't get enough. The edge is heating up too. Lower power, smaller footprint. Makes sense.

HAMR tech's their ace. Three big clouds are in. Mozaic 3's ready. Mozaic 4? Coming soon. 44TB per drive? Mind-blowing.

Cash flow's doubled. They've got money in the bank. Debt's there, but manageable. Capex's tight.

Stock's up 145% in 2025. Still, it's not overpriced. 16.3x earnings? Seems reasonable.

Long-term? It's looking good. AI's not slowing down. Seagate's in the right place. Might be worth holding onto this one. Could go to the moon 🌕.

Not everything's crystal clear, but the signs are promising. Kind of surprising how under-the-radar they've been. It's not a sure thing, but Seagate might just be the dark horse in this AI race.
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