Knockouttrader(@knockouttrader):Rosenblatt the first starting to defend $STX here, argueing Toshiba's planned Philippine expansion will likely materialize closer to 2030, preserving Seagate's relative position. This entire note reads like one of the weakest excuses for a new potential competitor joining the stage!

Knockouttrader

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Knockouttrader@knockouttrader

2026.10.02 14:21

Rosenblatt the first starting to defend $STX here, argueing Toshiba's planned Philippine expansion will likely materialize closer to 2030, preserving Seagate's relative position. This entire note reads like one of the weakest excuses for a new potential competitor joining the stage!