Seagate Technology Holdings PLC (STX), which made Hard Disk Drives for computers, very good stocks for es & P 500 index this year after increasing 156%. The cause of the west of the digital corp (WDC). A third to 137% profit. And Microths Technology Inc. (MU), the Great Memory Chips Maker in the US, the fifth following a record winning a 20-year session recording record wins 202%.
Bulls, wild assembly in the silent sources of silent companies that were established before Mark Zuckerberg and Sam Altman were born, showing how the Ai Computing gear. However, carrying, it is the latest mark that the stock market is spent by the bubble set by POP.
“This is the kind of behavior you see during the bubble,” said Michael O’rourke, Market Market Officer at Jonestrald, a trader during DOT-Car. “When people start looking at those in the second and advanced things because the leadership group is very costly, that it says it is in late cycle.”
About three years after the chatgpt deductions aroused craze in all things AI, the investment in companies used for semiconductors continuing to pour semiconduction corps. (MSFT, Google
This spending has updated the stomach increase such as Nvidia Corp. (NVDA) and Taiwan Semiconductor Procution
But the Seagate and Western digital west is between sexy companionships swept in euphoria. The hard disk drives trace their origin in the 1950s, when they store five megabytes of data and weigh more than 2,000 pounds. Today, computers themselves have difficulty two and more kilograms around 1.5 or less. And companies that focus them from developing critical storage solutions in training large-language models, require a large number of data.
It is the same as memory chips. MCHON, his high-high-high-high memory is an integral part of AI Computing, and it involves a small joy to the central investor.
“I feel the eyes of the people who are sloped when I talk about the phone,” says Kim FREEST, the Founder of the Bokh Capital Partner. “They want to talk about flying cars and dog robots.”
Forrest, Software engineers had been charged for two decades, owned by the micron due to its competitive market benefits. But as widely believed that AI is a hypy-right now, as an Internet, technical use cases will take a long time to change there are many expectations.
“If you buy the items used for AI or the data centers, whatever Trajestory direct trajectory is a monitoring problem expected to happen,” Fordo said.
Ai craze also promotes interest in some lying areas of the stock market.
Electricity Productor Corp. (VST) increased by 53% this year after 258% increase in 2024 and 66% in 2023. And the chipmaker broadcom invent (AVgo). Now has a $ 1.6 trillion market value after increasing 49% this year and about 100% in 2024 and 2023. Digital maintenance and 100%.
At that time, Oracle Corp. (Orcl), the most well-known Database’s most common database business, is now the most important company in S & P 500 due to computer services. 36% of 36% of 36% of the date of September 9 sent the highest company value from the DOT-COM and stimulated the bubble debate.
Seagate, west of digital and micron, on the other hand, usually, usually is in cheap stocks in the S & P 500 due to their cyclical and smaller. All three have benefits now, but each one has lost money from the gaap year basement within the last three years.
Early 2025, Western Digital was sold for a price under six times a six-seating period during the Seagate trading almost 10 times. Although their prices jump from that time, all stocks traded discount in S & P 500, selling prices in 23 months blocked in the next 12 months.
Seagate, which costly for three measures estimated 20 times, is more attractive about how strong the view of its products, Benchmark Ca Analyst Meller. He raised his intended prices in the cell on a highway wall of $ 250 last week, which means a more than 13% closure of $ 221 on Friday.
“We see the highest Seagate HDD values and margins that oppose increases from historical repeats,” said Maller Enstation last week.
Seagate income awaits 16% on FISCAL 2026, ending in June, down from 39% in FICSAL 2025, according to Bloomberg. Western Digital, in the same reporting calendar such as SEGATE, is expected to see a 16% of the financial year in 20%.
The Wall Street is a bullish on Seagate, west of digital and micron, but the shares are so fast that the commenters cannot enhance their intended prices. Seagate trades over 20% over the middle project project, and Western Digital is more than 10% over a 12-month target. Micron is a little more than its scale.
In some types of roads in Wall Street, these symptoms can be time for investors to take their benefit from these stocks.
“Historically, any educational business, usually raised the low level and barks him when they receive negative income,” said O’rourkeing O’rourke. “So the time of purchase is the cycle and go back and lose money, and the time to sell it is when you look like life.”
