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Mawson Infrastructure Group, Inc. engages in the provision of digital asset infrastructure services. The company was founded on February 10, 2012 and is headquartered in Midland, PA.

Mawson Infrastructure Group Inc

MIGI is trending as traders anticipate news from an upcoming conference and potential operational updates, focusing on the company's shift towards AI infrastructure and efficient energy use. Community members are actively discussing price targets and potential short squeezes, citing the stock's low float and past volatility. This buzz comes after the company resolved a legal battle with its former CEO, which is now seen as a positive catalyst for its re-emergence.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle's stock is plunging amid concerns about rising AI costs and increasing debt, overshadowing otherwise strong cloud growth and backlog. The community is actively debating whether this dip is an overreaction or a sign of deeper problems with Oracle's AI strategy, while some see a buying opportunity, others fear further declines.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

CADL is trending as investors discuss its potential in treating cancers, particularly after positive data in prostate cancer trials, while also citing undervaluation. The community is actively discussing the possibility of a short squeeze given the high short interest. Some also speculate about potential partnerships and acquisitions in the near future! LOAD!

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. It operates through the United States and International geographical segments. The firm offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

Trade Desk is trending as investors debate whether it's a buying opportunity after hitting new lows, driven by concerns about competition and tax-loss harvesting. Community discussions revolve around the potential for a turnaround, the impact of Amazon's growing presence, and frustrations with the company's leadership amidst a significant year-to-date decline. Despite strong financials and AI investments, the stock struggles to gain momentum, leaving investors divided between those anticipating a rebound and those fearing further downside.

Black Titan Corp. was formed for the purpose of effecting a merger between Titan Pharmaceuticals Inc. and TalenTec Sdn Bhd. It intends to explore and identify viable business opportunities. The company was founded on July 11, 2024 and is headquartered in Petaling Jaya, Malaysia.

Black Titan Corp.

BTTC is trending due to positive news around its DAT+ framework, sparking discussions about its potential in the digital asset space. Community members are actively debating the possibility of a significant squeeze, with some expressing concerns about trading halts and market manipulation. The stock's volatile price action and association with the crypto sector are also fueling the conversation.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian is trending as investors anticipate its upcoming Autonomy and AI Day, with discussions focused on the company's technology roadmap and potential advancements in autonomous driving. The community is debating whether the event will be a catalyst for growth or a "sell the news" event, and there is also some skepticism related to competition in the EV sector and historical stock manipulation.

Gemini Space Station, Inc. is a holding company, which offers a mobile and web based crypto asset exchange platform, proprietary wallet infrastructure and custody solutions, over-the-counter trading solutions tailored to institutions and professionals, a digital art auction platform, a proprietary United States dollar backed stablecoin, and a credit card product that offers crypto asset rewards on customer purchases. The company was founded by Tyler Winklevoss and Cameron Winklevoss in 2014 and is headquartered in New York, NY.

Gemini Space Station Inc. - Ordinary Shares- Class A

Gemini Space Station

GEMI is trending due to its derivatives arm, Gemini Titan, securing a CFTC license to launch regulated prediction markets in the U.S., a move celebrated by CEO Tyler Winklevoss. Community chatter highlights the potential for a short squeeze and increased valuation, with some drawing comparisons to prediction market competitors. The license is viewed as a significant catalyst, potentially unlocking substantial growth amid the broader crypto adoption boom.

AXIL Brands, Inc. engages in the manufacture, market, sale and distribution of hearing and audio enhancement, and protection products. It operates through the Hearing Enhancement and Protection, and Hair Care and Skin Care segments. The Hearing Enhancement and Protection segment includes ear buds, earmuffs, ear plugs, outdoor speakers, and ear care items. The Hair Care and Skin Care segment focuses on expanding its business-to-business salon sales through its network of domestic and international distributors. The company was founded on May 21, 2015 and is headquartered in Beverly Hills, CA.

AXIL Brands Inc.

AXIL is trending due to a recently announced national retail distribution agreement with Walmart, sparking community excitement about increased market reach. Discussions revolve around the potential for a short squeeze, given the stock's low float and high short interest. Some traders are closely watching volume and key price levels, while others express caution about potential volatility.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhood is experiencing volatility as traders react to a mix of news, including a report of declining funded customers in November and Cantor Fitzgerald's updated overweight rating with a price target of 155. Community discussions revolve around the dip as a buying opportunity versus concerns about trading volumes and market manipulation. The stock's correlation with Bitcoin's price movement and the broader market adds to the uncertainty, despite some anticipating a potential Santa Claus rally.

Planet Labs PBC provides daily data and insights about earth. It offers a web-geo platform with satellite data available and foundational analytics to derive insights to make decisions. The company is founded by William S. Marshall and Robert H. Schingler in 2010 and is headquartered in San Francisco, CA.

Planet Labs PBC - Ordinary Shares - Class A

Planet Labs PBC

Planet Labs ($PL) is trending following positive Q3 earnings, guidance, and a new contract with the U.S. Navy, driving discussions about its growth potential in the space and defense sectors. The community is focused on the company's strong financials and backlog, and its potential as a long-term investment, with some eyeing a breakout towards $20. The recent surge is also attributed to increased interest in space data and infrastructure, with some comparing it to a mini SpaceX.

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iSAM Funds UK Ltd Takes Position in Seagate Technology Holdings PLC $STX

iSAM Funds UK Ltd acquired a new position in shares of Seagate Technology Holdings PLC (NASDAQ:STX - Free Report) in the second quarter, according to its most recent Form 13F filing with the...

Seagate Technology Holdings PLC $STX Shares Purchased by State Street Corp

State Street Corp raised its holdings in shares of Seagate Technology Holdings PLC (NASDAQ:STX - Free Report) by 5.0% in the 2nd quarter, according to the company in its most recent disclosure with...

Quantbot Technologies LP Purchases New Shares in Seagate Technology Holdings PLC $STX

Quantbot Technologies LP purchased a new position in shares of Seagate Technology Holdings PLC (NASDAQ:STX - Free Report) during the second quarter, according to its most recent disclosure with the...

Seagate Technology (NASDAQ:STX) Hits New 1-Year High - What's Next?

Seagate Technology (NASDAQ:STX) Sets New 1-Year High - What's Next...

$1000 Invested In Seagate Technology Hldgs 10 Years Ago Would Be Worth This Much Today

Can Strong AI Demand Help Seagate Maintain Its Upbeat FY26 Guidance?

STX enters fiscal 2026 with strong momentum as AI-driven data growth boosts demand for its high-capacity Mozaic storage platform.

California Public Employees Retirement System Decreases Holdings in Seagate Technology Holdings PLC $STX

California Public Employees Retirement System lowered its position in Seagate Technology Holdings PLC (NASDAQ:STX - Free Report) by 59.6% during the second quarter, according to the company in its...

<ul class="summary-bullets"><li>After a brutal 2023 slump, an unprecedented surge in AI compute and data storage needs sparked a massive turnaround for both companies.</li><li>Seagate leads with faster HAMR adoption and multi-year demand visibility, while Western Digital restructures and leans on pricing power despite tech delays.</li><li>Analysts stay bullish, yet warn that storage stocks remain cyclical and vulnerable if AI spending expectations cool in 2025.</li></ul>While Wall Street’s attention remained fixated on artificial intelligence (AI) high-flyers and mega-cap techs such as Nvidia and AMD, two under-the-radar stocks quietly emerged as the S&amp;P 500’s strongest performers this year. Legacy storage specialists Western Digital (WDC) and Seagate Technology (STX) have reshaped their businesses, transitioning from traditional hardware roots to models aligned with today’s cloud-driven, AI-centric era.With less than three weeks left in the year, both STX and WDC have rewarded investors handsomely, each delivering gains of more than 200%. Here’s what fueled their remarkable run — and how the risk-reward equation stacks up from here.The Great AI Compute BoomThe success of these firms has a lot to do with the explosion of AI compute demand, which has defied Moore’s law, which states that the number of transistors on a microchip doubles approximately every two years, leading to exponential growth in computing power, smaller devices, and reduced costs.According to Bain &amp; Company, AI’s computational needs are now growing at more than double the pace of Moore’s law. The firm estimates that global compute demand could reach 200 gigawatts by 2030, with the U.S. alone accounting for half of that.<figure class="image"><img style="aspect-ratio:1440/810;" src="https://news.stocktwits-cdn.com/01fig_39528_aiandcompute_070e47ad27.webp" alt="01fig_39528_aiandcompute.webp" width="1440" height="810"><figcaption>Source: Bain &amp; Co</figcaption></figure>So what does this imply for Western Digital and Seagate? Their core business — mass-capacity data storage — has become essential infrastructure for storing both the vast training datasets behind AI models and the growing avalanche of data produced by AI-driven workloads.The AI LifelineThe data center boom came as a lifeline for legacy hardware suppliers facing one of their worst challenges. The top lines of these companies took a nosedive in 2023, as hyperscalers and data center operators, which had bulk-purchased hard disk drives (HDDs) during the COVID-19 pandemic and the post-pandemic growth boom, underwent an aggressive inventory digestion. That has resulted in a massive slowdown in orders, impacting these companies' revenues. The supply glut also dented the average selling prices of HDD and flash drives. It was then that the AI era dawned, and storage companies quickly pivoted to latch onto the opportunity.<img src="https://news.stocktwits-cdn.com/WDC_STX_Annual_Revenues_From_2020_jpg_a581c58078.webp" alt="WDC_STX_Annual_Revenues_From_2020.jpg">Western Digital's Great RebootThe San Jose, California-based company has put its best foot forward to thrive in a high-demand environment by spinning off its flash business, creating a more focused HDD company. The company has done well to turn around from the steep losses it incurred in 2023 and 2024.<img src="https://news.stocktwits-cdn.com/WD_Cs_Turnaround_Net_income_vs_Rev_change_jpg_8b8716b5ff.webp" alt="WDCs_Turnaround_Net_income_vs_Rev_change.jpg">In a note reviewing the company’s September quarter results, Baird analyst Tristan Gerra commended the company for relying on higher-degree migrations to meet the demand for exabytes (EB), a unit of storage, rather than increasing capacity.&nbsp;Gerra, however, sees risks arising from Western Digital's delay in embracing Heat-Assisted Magnetic Recording (HAMR), a cutting-edge HDD technology that uses a laser to heat tiny spots on a disk, enabling denser data storage. Initial production is expected only in the second half of 2027.Morgan Stanley’s Erik Woodring, who has an ‘Overweight’ rating and $188 price target for <a href="https://stocktwits.com/symbol/WDC">WDC’s stock,</a> bases his bullish stance on “accelerating data growth, which drives storage demand in the cloud and on-prem.<blockquote>”We believe that we are still in the middle of the cycle upturn – demand outstrips supply with continued upward pressure in HDD pricing – and entering a period of AI-driven storage demand growth, which will benefit both HDDs and SSDs shipments.”</blockquote>Seagate Tech LeadsLike its peer, Seagate’s fundamentals have also improved.<img src="https://news.stocktwits-cdn.com/STX_Turnaround_Net_income_vs_Rev_change_jpg_28f38946be.webp" alt="STX_Turnaround_Net_income_vs_Rev_change.jpg">The management sounded upbeat in the company’s latest earnings call, stating that HDD demand is strengthening and AI is “creating demand that was expected but larger and coming faster.” In line with strong demand, the management said nearline HDD capacity is now committed via purchase orders through calendar year 2026, and long-term agreements are in place with data center customers through 2027. Morgan Stanley’s Woodring said this level of visibility has never existed in the market.<blockquote>“We believe the HDD industry supply discipline has made the industry more profitable, and that HAMR and STX's cost/pricing actions will provide a tailwind to the company's gross margin profile in the long term. Combined with opex discipline, we expect a decent multi-year earnings story ahead.”</blockquote>Woodring has an ‘Overweight’ rating and $270 price target for <a href="https://stocktwits.com/symbol/STX">STX stock</a>.Seagate has the technology lead over Western Digital, as its HAMR products ramp up. The transition to Its Mozaic 4 HDD, leveraging HAMR, is progressing faster. The company said five cloud service providers (CSPs) are now using the previous-generation Mozaic 3+ qualification, and three additional CSPs are on track for C1H26, with 50% EB crossover on track for C2H26.The margin profile of these companies has strongly benefited from the rising share of AI-related storage revenue.<img src="https://news.stocktwits-cdn.com/WDC_vs_STX_Operating_Margins_png_5100b725f8.webp" alt="WDC_vs_STX_Operating_Margins.png">Gianlica Romano, CFO of Seagate, attributed the record adjusted gross margin to increased adoption of its latest-generation products and the ongoing execution of its pricing strategy.The Stock Trajectory<img src="https://news.stocktwits-cdn.com/WDC_STX_vs_NVDA_AMD_in_2025_jpg_639d5ae5cd.webp" alt="WDC__STX_vs_NVDA__AMD_in_2025.jpg">Is It Too Late To Jump On The Storage Bandwagon?Despite the meteoric rise this year, the forward price-earnings (P/E) multiples of WDC and STX&nbsp; are roughly in line with the information technology industry’s 28.2 times.<img src="https://news.stocktwits-cdn.com/WDC_vs_STX_Valuations_jpg_1ee159d8b7.webp" alt="WDC_vs_STX_Valuations.jpg">Lloyd Financial Chief Investment Officer Colin Symons lamented that the firm didn’t hold on to its STX holding for long.&nbsp; “LFG owned STX and rode the wave until near $200 from $100.. Wish we would've held it longer, but it was one of our best performers this year.”Symons, while impressed with how the surging demand is boosting margins and free cash flows, sounded a warning. “As long as we get growth in AI intentions, the story can have legs, but once that story slows, these are cyclical companies that can fall fast. When is that likely? I'd bet at some point next year, probably towards the front half.”The strategist noted that market estimates put the storage industry’s total addressable market (TAM) at $200 billion, growing at 14%, and the data center market opportunity at $500 billion+. “Data centers may require almost $7T in spending, with storage being a big part, so you can make a growth story here,” he said,“Basically, as long as the AI story remains intact, these guys should do well. However, the numbers already seem questionable ($7T in spending) so expectations are already awfully high. We can go higher, but disappointment would hurt quite a bit.'Retail sentiment toward these stocks has soured in the past month amid the market downturn. On Stocktwits, retail sentiment toward Seagate has shifted to ‘bearish’ from a mostly ‘bullish’ sentiment seen for much of the year.<figure class="image"><img style="aspect-ratio:1282/756;" src="https://news.stocktwits-cdn.com/STX_sentiment_meter_png_5ba9afdc3f.webp" alt="STX sentiment meter.png" width="1282" height="756"><figcaption>STX sentiment meter. | Source: Stocktwits</figcaption></figure>Sentiment toward the WDC stock has been in ‘bearish’ terrain over the past month, after remaining bullish for much of the past six months.<figure class="image"><img style="aspect-ratio:1254/742;" src="https://news.stocktwits-cdn.com/WDC_sentiment_meter_png_d9cdb370eb.webp" alt="WDC sentiment meter.png" width="1254" height="742"><figcaption>WDC sentiment meter. | Source: Stocktwits</figcaption></figure>According to Koyfin, the average analysts’ 12-month price targets for Western Digital and Seagate are $181.43 and $289.24, respectively. The consensus price targets imply upside potential of 7% for WDC and 2% for Seagate.Of the 26 covering WDC stock, 21 rate it a ‘Buy’ or ‘Strong Buy’, and five have ‘Hold’ ratings. Twenty-four analysts cover STX, and 17 of them rate it a ‘Buy’ or a ‘Strong Buy.’ Six remain on the sidelines, and one has a ‘Sell’ rating.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next: <a href="https://stocktwits.com/news-articles/markets/equity/can-nvidia-really-reboot-china-sales-with-its-h200-export-pivot/cLIrCbWRENb">Can Nvidia Really Reboot China Sales With Its H200 Export Pivot? 3 Red Flags Wall Street May Be Missing</a>

The Western Digital booth seen at the 32nd Beijing International Radio, Film & Television Exhibition held at the China International Exhibition Center in Beijing.  (Photo by Sheldon Cooper/SOPA Images/LightRocket via Getty Images)

The Best AI Trades Of The Year Weren’t Nvidia Or AMD — They Were 2 Old-School Storage Giants

Western Digital and Seagate delivered blockbuster gains in 2025 as AI storage demand surged, and they continue to trade at reasonable valuations.

How Storage Giants WDC And Seagate Became 2025’s Unlikely AI Winners

Equity

A Closer Look at Seagate Technology Hldgs's Options Market Dynamics

Seagate Technology Holdings Plc operates as holding company that is engaged in the development, production, and distribution of data storage products and electronic data storage solutions. Its products include hard disk drives, solid state hybrid drives, solid state drives, peripheral component interconnect express cards, serial advanced technology attachment controllers, storage subsystems and computing solutions. The firm offers its products under the Backup Plus and Expansion product lines, and Maxtor and LaCie brands. The company was founded in 1978 and is headquartered in Fremont, CA.

Seagate Technology Holdings Plc

Bullish: S&P grinds higher

Choppy but up: buy dips

Sideways: fade the move

Bearish: this rally falls off

The Federal Reserve just announced a 0.25 percentage point interest rate cut at its December 10, 2025 meeting.​ Share your outlook on how the latest Federal Reserve interest rate cut will impact stocks and the S&P 500 over the next month.

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