Seagate Post Match Analysis…..and…..ARM and QCOM get…very…ugly.

SEAGATE. Very quick thoughts here on last nights earnings report…..but first I want to take a moment to celebrate that the stock has doubled from when I first talked about the importance of HAMR and the step function technology change that it represented. TBH…the theory has played out pretty much as described. HDD’s wont get...

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