Analyst Background - Michael Del Monte is a buy-side equity analyst with over 5 years of industry experience and a decade in professional services across various sectors including O&G, OFS, Midstream, Industrials, Information Technology, EPC Services, and consumer discretionary [1] - The analyst employs a macro-value-oriented approach to investment analysis, leveraging cross-industry insights to make investment recommendations [1] Analyst's Position - The analyst holds a beneficial long position in the shares of STX, ORCL, DELL, and HPE through stock ownership, options, or other derivatives [2] - The article reflects the analyst's personal opinions and is not influenced by compensation or business relationships with the mentioned companies [2]
Seagate Technology: Growth Is Just Beginning, Buy Before The Market Finds Out