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Feb 18
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$424.14
$424.14
+0.0%
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N/A
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Finnhub News
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Finnhub - STX
Does AI-Fueled Q2 Outperformance Change The B...
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Feb 18
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$424.14
$424.14
+0.0%
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LONG
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Arthur Mensch
Co-founder & CEO, Mistral AI
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Mistral AI CEO Arthur Mensch notes that while they have secured supplies, they are seeing "sharp data" indicating shortages in hard drives and memory chips are starting to impact the market. The market is obsessed with GPUs (NVDA), but AI models require massive data storage. If hard drives are the next bottleneck, pricing power shifts to the few remaining storage manufacturers (Western Digital, Seagate). Long Storage/Memory providers. The shortage in "hard drives" directly benefits legacy storage players pivoting to high-capacity AI data storage. Rapid decline in NAND/HDD pricing if supply chains normalize quickly; technological shift rendering current storage obsolete. |
Bloomberg Markets
China Doesn't Want Russia to Lose Ukraine War...
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Feb 18
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$424.14
$424.14
+0.0%
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N/A
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Finnhub News
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Finnhub - STX
Seagate Earnings Beat Highlights AI Data Cent...
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Feb 17
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$415.94
$424.14
+2.0%
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N/A
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Finnhub News
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Finnhub - STX
24 Analysts Assess Seagate Technology Hldgs: ...
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Feb 17
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$415.94
$424.14
+2.0%
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N/A
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Finnhub News
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Finnhub - STX
Mizuho Maintains Outperform on Seagate Techno...
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