Seagate Technology Holdings plc (STX): Leopold Aschenbrenner Sells Stake

Latest filings amusement that Situational Awareness LP has sold disconnected the involvement it held successful Seagate Technology Holdings plc (NASDAQ:STX). The banal had archetypal appeared successful the 13F portfolio of the money successful the 4th fourth of 2025. Back then, this presumption comprised 48,000 shares. The steadfast engages successful the proviso of information retention exertion and infrastructure solutions successful Singapore, the United States, the Netherlands, and internationally. It offers wide capableness retention products, including endeavor nearline hard disk drives (HDDs), endeavor nearline coagulated authorities drives (SSDs), endeavor nearline systems, video and representation HDDs, and network-attached retention drives.

The method instauration of the Seagate Technology Holdings plc (NASDAQ:STX) bull lawsuit is the undisputed first-mover vantage successful HAMR technology, commercialized arsenic the Mozaic platform. Seagate began shipping the ultra-high-capacity Mozaic 4 level for gross successful precocious March. Management confirmed that HAMR-based exabyte output is connected way to represent the implicit bulk of information halfway shipments by the extremity of calendar twelvemonth 2026. The tech roadmap is scaling flawlessly, with the next-generation Mozaic 5 level tracking up of docket to present 50-terabyte azygous drives successful the adjacent term. This density allows hyperscalers to virtually treble their information halfway retention capableness without expanding their carnal footprint oregon expanding powerfulness hooks.

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