Not Nvidia. Not AMD. Why Data Storage May Be the Next AI Gold Rush

August 18, 2025

Hello Investor,

Some stocks grab headlines every day. Nvidia, Microsoft, and AMD dominate the AI conversation.

But there’s one name that quietly powers all of them — and barely anyone’s paying attention.

It doesn’t trend on FinTwit. It rarely makes CNBC’s ticker crawl. Yet every AI model, data center, and cloud platform ultimately depends on this company to survive.

The name? Seagate Technology (STX).

💾 The Backbone of the AI Data Boom

AI doesn’t just run on chips. It runs on storage.

Every model trained, every dataset crunched, and every inference executed has to live somewhere.

  • Global data creation is expected to triple by 2030.

  • AI training sets now reach into the petabytes.

  • Enterprises can’t scale without cheaper, denser storage.

That’s where Seagate steps in.

Their next-gen HAMR (Heat-Assisted Magnetic Recording) technology is about to redefine storage capacity, with drives that can pack more than 30 terabytes each.

Think of Seagate as the toll booth for AI’s data highways — not flashy, but essential.

⚠️ Why We’re Watching Now

  • HAMR adoption is accelerating: The tech is finally commercial-ready after years of R&D.

  • Enterprise demand is surging: Cloud providers and hyperscalers need massive storage to support AI workloads.

  • Undervalued vs. chipmakers: While Nvidia soared, STX quietly trades at a fraction of the attention — despite being just as critical to the stack.

  • Institutions are nibbling: Recent flows suggest funds are rotating into storage as the AI buildout enters its next phase.

🔓 Want the Full Breakdown?

In today’s premium research note, we cover:

  • The exact price zone we’re watching

  • How HAMR could shift Seagate’s margins for the next decade

  • The macro trigger that could unlock a re-rating for storage stocks

  • And why Wall Street’s coverage still massively underestimates STX

Stay sharp, stay patient — and stay ahead of the crowd.

—StocksTrades.AI Newsletter

Disclaimer: This newsletter is for informational purposes only and does not constitute financial advice. Always conduct your own research before making investment decisions.