The Analysts

@unclestocknotes

@unclestocknotes · Sat, Aug 1

Unclestocknotes@Unclestocknotes
希捷科技 $STX 2026 財年第四季跟全年財報分析仍是我認為儲存產業中最優質的公司之一。雙寡占市場、被財報驗證的定價能力、極低資本強度、清楚的 HAMR 路線圖，加上資產負債表已修復完成，基本面幾乎無可挑剔。五季營業費用幾乎沒有成長，營收卻增加近 50%；GAAP 與非 GAAP 毛利率始終只差 40～70
35d agoview on X ↗media on X

tweeted Sat, Aug 1 · counted from Mon, Aug 3 close

Read as

Long STX · Medium confidence

Confidence

Medium0.83

Counted from

Mon, Aug 3 · market close

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Leaderboard position per scored day — never a price chart. Other calls were active in this window; no single call is credited.