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![StockCompil Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1693635995265110016.png) Stock Analysis Compilation [@StockCompil](/creator/twitter/StockCompil) on x 7716 followers
Created: 2025-07-02 13:30:24 UTC

Kerrisdale Capital on Seagate Technology Holdings $STX US

Thesis: Seagate Technology is poised for significant growth due to its leadership in hard disk drives, benefiting from surging data demand, technological advancements with heat-assisted magnetic recording, and strong profitability prospects against a backdrop of limited competition.

(Extract from their May'25 letter)

![](https://pbs.twimg.com/media/Gu2x9HFWoAAZrB7.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1940402680611938510/c:line.svg)

**Related Topics**
[stx](/topic/stx)
[$stx](/topic/$stx)
[seagate](/topic/seagate)
[stocks technology](/topic/stocks-technology)

[Post Link](https://x.com/StockCompil/status/1940402680611938510)