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STX · Seagate Technology Holdings plcSeagate Technology Holdings plc
🔬 Memory demand is structural with inference bottleneck in storage, not GPUs; Chinese supply glut dead; memory foundries demand 3-year prepayments
high convictionFirst mentioned Nov 25, 2025
Memory demand is structural with inference bottleneck in storage, not GPUs; Chinese supply glut dead; memory foundries demand 3-year prepayments.
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$880.72
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entry Nov 25, 2025
Thesis Lifecycle
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openedNov 25, 2025
AI capex is exponentially ramping up and flowing directly to neoclouds, connectivity, energy, semi/foundries, and memory stocks, with multiple recent catalysts confirming record growth with no slowdown in sight.
source ↗📝
updatedFeb 15, 2026-1 conv
Start of a new hardware hoarding cycle for SSDs and HDDs, benefiting Western Digital, Seagate, and SanDisk.
source ↗📝
updatedFeb 16, 2026+1 conv
Memory demand is structural with inference bottleneck in storage, not GPUs; Chinese supply glut dead; memory foundries demand 3-year prepayments.
source ↗💤
dormantMay 29, 2026
No qualifying thesis event for 45+ days.