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Seagate Technology Holdings PLC (STX $167.40)
- $167.40 P/E (TTM): 25.58X Cap: $35.56B
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Seagate Technology Holdings PLC (STX $167.40)
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Q: I'm thinking that we are still in early innings of the AI / Data Centre / Power Consumption game. Assuming that to be true, I'm trying to figure out the best strategy to capitalize on this opportunity. So, what are the top 3 to 5 sectors & their companies you would curate in a portfolio to "win" this series over the long term and why? I would appreciate your valuable insight once again. Thank you.
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Seagate Technology Holdings PLC (STX $167.40)
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Q: Sorry for the long list, but that's my IT holdings and I need help to get to a more disciplined IT portfolio. About equal weight, except for SHOP which was owned and is currently on watchlist. Question 1- please advise a limited high conviction IT - does 5 sound about right? It would really help me if you could explain why these are chosen as I want to understand my investments. Question 2 - which ones to sell outright so that can redeploy funds? Any to hold for potential high growth potential?
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Seagate Technology Holdings PLC (STX $167.40)
- $167.40 P/E (TTM): 25.58X Cap: $35.56B
- View STX Profile
- View Questions on STX
Q: Why was there such a negative reaction to Seagate's most recent report?
Also, what is your view of their intermediate & LT prospects?
Also, what is your view of their intermediate & LT prospects?
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