u/car12703

Reddit r/stocks
· tracked since Jan 2026
Calls
1
Win Rate
100.0%
return
+178.0%
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Win Rate 100% Long 1 Short 0
Win Rate
7d 100%
30d 100%
90d 100%
Average Return +178.0% Long Return +178.0% Short Return -
Average Return
7d +11.7%
30d +45.4%
90d +57.5%
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Thesis
Theme
Source
Long
Jan 05
$287.82
+178.0%
Seagate's HAMR and AI storage demand support a long position trade.
The author views Seagate Technology as a good position trade because its HAMR technology delivers 30%+ capacity gains and should support premium pricing with gross margins above 50% as adoption ramps. AI-driven demand from hyperscalers is strong, with mass capacity now ~80% of revenue and FY25 shipments up 56% YoY. The main stated risk is elevated valuation that could lead to a pullback.
AI Hardware
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u/car12703 has 1 trade ideas tracked on Buzzberg across 1 tickers since January 2026. Most covered: STX.

Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology