STX Stacks Loading... : Bullish and Bearish Analyst Opinions
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23:55
May 29
May 29
The author provides a detailed supply-chain analysis of Dell's upstream beneficiaries but does not state a personal position, so all tickers are watch.
03:27
May 29
May 29
Watch STX as HDD demand gets a lift from AI server buildout and supply constraints in storage components.
MED
15:32
May 26
May 26
The author highlights strong portfolio performance driven by the memory supercycle and Micron's market cap milestone.
16:02
May 19
May 19
The author mocks HDD manufacturers for colluding on capacity restraint while noting Samsung and CXMT aggressively compete in flash, implying ongoing industry dynamics but no explicit trade call.
HIGH
13:52
May 19
May 19
Seagate's four-day losing streak is noted as its longest since the war began, but no forward-looking view or trade call is expressed.
HIGH
19:47
May 18
May 18
The CEO explicitly said building new factories takes too long, implying a supply bottleneck that benefits existing capacity Market sold off on the news, but the author believes the reaction is inverted; a contrarian long could capture a mean reversion Short-term bounce play on a potentially overdone sell-off in STX driven by misunderstood supply dynamics Broader tech weakness, deeper macroeconomic headwinds, or specific company fundamentals not addressed in the post
MED
18:13
May 18
May 18
The tweet reports sharp percentage drops in SanDisk and Seagate stock prices without providing any forward-looking analysis or directional opinion from the author.
HIGH
14:23
May 12
May 12
Mark Minervini warns that the Nasdaq's gains are concentrated in a few stocks, with many names showing parabolic moves that require caution despite the intact bull market.
LOW
23:52
May 08
May 08
Undervalued memory stock.
Seagate is one of the memory stocks that are undervalued. They trade at incredibly low price-to-earnings ratios despite massive demand and supply constraints. It's not too late to buy.
MED
23:43
May 07
May 07
Long storage suppliers WDC/STX as AI inference workloads increase storage intensity, with CoreWeave highlighting storage as an explicit constraint. | Timeframe: medium-term
HIGH
20:57
May 07
May 07
Long these HPC/neocloud plays as tightening GAI CDS signals improving credit conditions, reinforcing the infrastructure buildout thesis.
HIGH
20:40
May 07
May 07
Long these neocloud/HPC beneficiaries as tightening GAI CDS supports the trade, with CoreWeave's strong Q1 revenue beat reinforcing the theme.
HIGH
14:24
May 07
May 07
Long STX as a storage provider benefiting from increased HPC/neocloud demand, supported by tightening GAI CDS improving the macro backdrop for AI-related hardware.
HIGH
23:56
May 04
May 04
Storage stocks benefit from AI data center shortages.
Storage stocks (SanDisk, Western Digital, Seagate) are galloping higher due to AI data center buildout creating a massive shortage of memory and storage. Earnings are skyrocketing, and the stocks still trade at low multiples relative to forward earnings. The shortage is not ending soon, so the run should continue.
HIGH
22:49
May 04
May 04
Long memory and storage stocks on positive signal from non-GPU server momentum, benefiting from cloud and AI-adjacent infrastructure growth.
HIGH
17:57
May 04
May 04
Long memory/storage/semi stocks (MU, SK Hynix, Samsung, Seagate, WDC, NVDA) as beneficiaries of the memory-fabric bottleneck in agentic AI inference, where GPU ROI depends on memory hierarchy and data movement.
HIGH
17:38
May 04
May 04
Long memory/storage/GPU plays as agentic AI makes memory hierarchy, storage bandwidth, and data movement first-order constraints on inference economics.
HIGH
12:12
May 04
May 04
Buy Western Digital and Seagate as memory shortage forces stocks to rally until they reach fair value.
HIGH
21:13
May 01
May 01
The author lists several semiconductor tickers in a reply without expressing any forward-looking opinion or directional view on them.
HIGH
10:48
May 01
May 01
Arcuri argues the market undervalues HDD stocks like WDC and STX as permanent compounders with 11% growth, contrasting them with memory stocks NVDA and MU seen as cyclical.
HIGH
22:48
Apr 30
Apr 30
Long STX as the primary beneficiary of sustained HDD pricing power and capacity scarcity confirmed by Western Digital's earnings, with upward estimate pressure near-term.
HIGH
03:34
Apr 30
Apr 30
Bearish view on STX and WDC as HDD faces structural displacement risk from QLC SSD normalization and the shift to TLC compute storage in AI data centers.
HIGH
02:25
Apr 30
Apr 30
Samsung's Q1 call reveals customers are already booking 2027 demand, with the supply-demand gap expected to widen further, signaling sustained strength for memory and storage stocks.
23:45
Apr 29
Apr 29
Disc drive shortage drives stock higher.
Seagate's disc drives are in short supply because there aren't enough machines to expand production, and the company can't make its product fast enough, which is exactly what the market wants in a shortage-driven environment.
HIGH
15:46
Apr 29
Apr 29
Long STX/WDC as near-term HDD demand benefits from AI storage scarcity and elevated NAND pricing, supporting pricing and volume.
HIGH
12:42
Apr 29
Apr 29
Quoted reminder that Mipox holds a monopoly on platter polishing for STX and WDC, highlighting potential supply chain dependency.
HIGH
11:37
Apr 29
Apr 29
The tweet provides a comprehensive macro and market briefing highlighting a structural energy bid from the Hormuz blockade, stagflationary pressures in Europe, extreme AI momentum crowding, and hyperscaler earnings as the pivotal risk for crowded longs.
HIGH
08:45
Apr 29
Apr 29
Jim Cramer highlights a Seagate earnings call discussion about memory-intensive use cases like FAQs driving large data sets, with no explicit directional view.
HIGH
00:02
Apr 29
Apr 29
Seagate beat Q3 estimates and guided Q4 revenue of $3.45B vs $3.16B consensus, with EPS $5 vs $3.97. Strong guidance signals sustained AI-driven demand for high-capacity storage, a catalyst already pushing the stock +16% after-hours. Momentum from the earnings beat and raised forward expectations supports continued bullish positioning. Stock has doubled YTD; profit-taking after the gap could cap upside; macro slowdown or AI spending pullback.
MED
23:49
Apr 28
Apr 28
Long STX and WDC as HDD pricing cycle is early and durable, with gross margins potentially approaching 80%, offering the largest EPS revision upside in storage.
HIGH
About STX Analyst Coverage
Buzzberg tracks STX (Stacks) across 19 sources. 24 bullish vs 1 bearish calls from 25 analysts. Sentiment: predominantly bullish (42%). 55 total trade ideas tracked.