We just covered the From Fired Researcher to $13.7 Billion King: How Leopold Aschenbrenner Broke the Hedge Fund World and Seagate Technology Holdings plc (NASDAQ:STX) ranks 40th on this list.
Latest filings show that Situational Awareness LP has sold off the stake it held in Seagate Technology Holdings plc (NASDAQ:STX). The stock had first appeared in the 13F portfolio of the fund in the fourth quarter of 2025. Back then, this position comprised 48,000 shares. The firm engages in the provision of data storage technology and infrastructure solutions in Singapore, the United States, the Netherlands, and internationally. It offers mass capacity storage products, including enterprise nearline hard disk drives (HDDs), enterprise nearline solid state drives (SSDs), enterprise nearline systems, video and image HDDs, and network-attached storage drives.
The technical foundation of the Seagate Technology Holdings plc (NASDAQ:STX) bull case is the undisputed first-mover advantage in HAMR technology, commercialized as the Mozaic platform. Seagate began shipping the ultra-high-capacity Mozaic 4 platform for revenue in late March. Management confirmed that HAMR-based exabyte output is on track to constitute the absolute majority of data center shipments by the end of calendar year 2026. The tech roadmap is scaling flawlessly, with the next-generation Mozaic 5 platform tracking ahead of schedule to deliver 50-terabyte single drives in the near term. This density allows hyperscalers to literally double their data center storage capacity without expanding their physical footprint or increasing power hooks.
While we acknowledge the potential of STX as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
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