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Keeta is a high-performance layer-1 blockchain designed to unify transactions across different blockchains and fiat payment systems, eliminating the need for costly intermediaries, reducing fees, and enabling near-instant settlements. With 400-millisecond transaction finality and the ability to process 10 million transactions per second, Keeta sets a new industry benchmark for speed and scalability.  Founded in 2022 and backed by Eric Schmidt, the former CEO of Google, Keeta has been engineered to meet the stringent regulatory and operational requirements of financial institutions. Its advanced on-chain compliance protocols, including KYC and AML, ensure security and regulatory adherence. Keeta’s architecture natively supports asset tokenization and digital identity, making it an ideal platform for stablecoins and real-world asset transfers.  By facilitating cross-chain transactions and interoperability with existing payment systems, Keeta bridges the gap between cryptocurrencies and fiat, enabling a secure, efficient, and compliant global financial ecosystem.

Keeta

Keeta is trending as a potential solution to increase transaction speeds and enhance regulatory compliance in blockchain, with some community members suggesting it could complement larger crypto projects like NVDA, SUI, and BTC. Its focus on institutional financial infrastructure and integrations with companies like Stripe are also key talking points. However, some users express concern regarding the project.

Americas Gold & Silver Corp. engages in the acquisition, exploration, development, and exploration of mineral resource properties. It operates through the following segments: Cosalá Operations, Galena Complex, Relief Canyon, and Corporate and Other. The Cosalá Operations segment operates in Mexico. The Galena Complex and Relief Canyon segments focuses on the United States. The company was founded by Peter Jude Hawley on May 12, 1998 and is headquartered in Toronto, Canada.

Americas Gold and Silver Corp

Americas Silver Corp

Americas Silver Corp is trending as silver prices surge, sparking discussions about the company's potential growth and profitability. Community members are focused on its antimony production and the possibility of government funding, as well as speculation regarding future mergers and acquisitions. The rising silver prices and the company's strategic positioning are creating optimism about its long-term prospects.

QuantumScape Corp. engages in developing next-generation solid-state lithium-metal batteries. The company’s next-generation batteries are designed to enable greater energy density, faster charging, and enhanced safety to support the transition away from legacy energy sources toward a lower-carbon future. The company was founded by Jagdeep Singh, Tim Holme, and Fritz B. Prinz in May 2010 and is headquartered in San Jose, CA.

QuantumScape Corp - Ordinary Shares - Class A

QuantumScape Corp

QuantumScape is trending as investors discuss the potential impact of a move to the Nasdaq exchange and speculate about upcoming OEM partnerships, particularly with the inauguration of the Eagle Line facility approaching in February 2026. The community's focus is on the company's technology, scaling roadmap, and anticipated announcements, with bullish investors expressing confidence in QuantumScape's long-term potential in the solid-state battery market.

Avalanche is a high throughput smart contract blockchain platform. Validators secure the network through a proof-of-stake consensus protocol. It is said to be fast, low cost, and environmental friendly.

Avalanche

Avalanche is trending as community members discuss its potential alongside emerging Layer 1 solutions like Keeta, particularly regarding high-throughput capabilities and institutional adoption. Community talking points highlight Avalanche's subnet architecture versus Keeta's focus on compliance-ready financial infrastructure. Keeta's integration with Stripe's Bridge for fiat on/off-ramps is also sparking interest as a catalyst for institutional flows.

Pump Mind Virus is a Pure Meme with a long term vision. We are building for the future while making no promises about the present. The project aims to bring the spirit of community memes back to the Solana ecosystem. We do that with engaging content and memes. Culture through community. Viral spread by word of mouth.  And most importantly, by not using the fake hype machine that has come to dominate the meme coin landscape.

PumpMindVirus

PumpMindVirus ($PMV) is trending as its community rallies around its meme-focused culture and energetic online presence, emphasizing the "infection" and "pressure" it brings to the Solana ecosystem. The community is actively spreading memes and expressing excitement about its potential, aiming to bring fun and energy to the crypto space, with some even touting it as a top meme coin for 2026. Discussions highlight the coin's strong community and the "viral" spread of its memes.

Yee is a community based memecoin with one mission: to fight Pepe again. Made to honor the iconic meme rivalry we all know and love.  The Yee Legend  [Filed by: Yee’s Archivist & Legal Representative]  There’s something the meme world refuses to talk about: Pepe the Frog stole Yee the Dino’s entire launch plan.  Yee had been preparing for his comeback for months, but Pepe launched two weeks earlier, hijacking Yee’s concept and selling it as his own.  The charges? Meme theft, intellectual forgery, and historical erasure.  Yee’s official contract was filed in April 2023, right after Pepe’s surprise drop. This wasn’t timing—it was theft. The archives are about to open, and history is about to be corrected

Yee Token

Yee Token is trending as community members rally behind the token's potential within the Ethereum ecosystem, citing a long-term prophecy and strong community support. Social media buzz suggests growing confidence and anticipation for significant expansion, with some drawing comparisons to other successful meme coins. The community emphasizes the token's role in the broader ETH narrative, attracting attention from traders.

FuelCell Energy, Inc. engages in the business of developing, designing, producing, constructing, and servicing high temperature fuel cells for clean electric power generation. It operates through the following geographical segments: the United States, South Korea, and Europe. The company was founded by Bernard Baker and Martin G. Klein in 1969 and is headquartered in Danbury, CT.

Fuelcell Energy Inc

FCEL is trending as investors discuss its potential role in powering AI data centers using natural gas and carbon capture technology, particularly following positive mentions from ExxonMobil's recent earnings call. Community members are weighing the company's prospects against competitors like Bloom Energy, with some anticipating significant upside if FCEL secures major contracts in the expanding AI energy market. Discussions also include the stock's volatile history and the impact of past dilutions on its current valuation.

Tilray Brands, Inc. engages as a consumer packaged goods company, which focuses on medical cannabis research and the cultivation, processing, and distribution of cannabis products worldwide. It operates through the followings segments: Cannabis, Distribution, Beverage, and Wellness. The Cannabis segment focuses on cultivation, production, distribution, and sale of both medical and adult-use cannabis products. The Distribution segment is involved in purchase, resale, and distribution of pharmaceutical and wellness products. The Beverage segment refers to the production, marketing, and sale of beverages. The Wellness segment represents the production, marketing, and distribution of hemp-based food and other wellness products. The company was founded on January 24, 2018 and is headquartered in Leamington, Canada.

Tilray Brands Inc

Tilray is trending amid speculation that cannabis could be reclassified, potentially easing tax burdens and banking restrictions for cannabis companies. The community is discussing potential price targets and whether this rally has staying power, with some citing historical runs and short squeeze potential. However, some caution against hype, noting the reverse stock split and potential for dilution.

Polkadot is a platform that allows diverse blockchains to transfer messages, including value, in a trust-free fashion; sharing their unique features while pooling their security. In brief, Polkadot is a scalable heterogeneous multi-chain technology.  Polkadot is heterogeneous because it is entirely flexible and makes no assumption about the nature or structure of the chains in the network. Even non-blockchain systems or data structures can become parachains if they fulfill a set of criteria.  Polkadot may be considered equivalent to a set of independent chains (e.g. a set containing Ethereum, Ethereum Classic, Namecoin and Bitcoin) except with important additions: pooled security and trust-free interchain transactability.  Many of the native parachains of Polkadot will be written using a Polkadot Runtime Environment SDK (e.g. Parity Technologies' Substrate).

Polkadot

Polkadot is trending as community members discuss its interoperability, while some suggest Keeta ($KTA) as a potentially undervalued alternative, citing its high throughput and institutional connections. Discussions highlight Polkadot's role in connecting blockchains, with some viewing Keeta as complementary infrastructure for regulated financial flows. The community is actively comparing the potential benefits and drawbacks of each network, focusing on compliance, throughput, and institutional adoption.

Advisorshares Trust - AdvisorShares Pure US Cannabis ETF

AdvisorShares Pure US Cannabis ETF

MSOS is trending as investors react to speculation around potential federal cannabis policy changes, including a possible executive order from President Trump. Community members are discussing the implications of rescheduling for US cannabis companies and whether this time could be different after years of false starts. Talk centers on potential catalysts like the Supreme Court taking up the cannabis case and the impact on profitability due to tax code changes.

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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

Amundi Boosts Holdings in Seagate Technology Holdings PLC $STX

Amundi increased its stake in Seagate Technology Holdings PLC (NASDAQ:STX - Free Report) by 32.7% in the second quarter, according to the company in its most recent Form 13F filing with the...

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.

Current Price	$287.64
Prev Close	$307.85
Open	$302.00
Dividend Yield	2.02%
50-Day Moving Average	$253.71
Beta	1.39
Avg. Volume	3.97M
PE Ratio	36.92

52-Week High	$308.93
52-Week Low	$63.19
Market Capitalization	$65.74B
EPS (Annual)	$6.77
Price to Book	-974.92
Revenue Per Employee	$303,233.33
Enterprise Value/EBITDA	N/A

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