Seagate (STX 1.15%) has become one of the most surprising AI infrastructure winners, with surging revenue, record margins, and long-term hyperscale demand changing how investors may value the business. But after a massive run, the upside now depends on whether Mozaic 4+ can keep winning before solid-state drive competition becomes a bigger threat.
Stock prices used were the market prices of May 6, 2026. The video was published on May 14, 2026.
Rick Orford has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Rick Orford is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link, they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.
