Seagate (STX 3.02%) 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.





