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Empor.top
Empor.top
47 episodes
1 day ago
Long form stories about top companies of the world. In depth history, fundamental analysis, key people and bearish and bullish overviews.
Show more...
Investing
Business
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All content for Empor.top is the property of Empor.top and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Long form stories about top companies of the world. In depth history, fundamental analysis, key people and bearish and bullish overviews.
Show more...
Investing
Business
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Seagate Technology: From Disk Drive Pioneer to AI Data Giant - $STX
Empor.top
49 minutes 17 seconds
2 weeks ago
Seagate Technology: From Disk Drive Pioneer to AI Data Giant - $STX

From building the first hard drive for the personal computer revolution to surviving floods, epic buyouts, and the digital age, Seagate’s journey is a masterclass in adaptation and bold contrarian moves. Discover how this pioneering data storage company outlasted hundreds of rivals, engineered billion-dollar deals, and now powers the AI data explosion with cutting-edge innovations like HAMR technology and 30TB monsters. Whether you’re fascinated by Silicon Valley legends, strategic pivots, or investing in tech’s backbone, the Seagate story is packed with drama, lessons, and future-defining twists—dive in to explore the saga that kept the world’s digital memory alive!

https://empor.top/eu/STX


Covering:


  • I. Introduction & Episode Roadmap
  • II. Founding Story & The ST-506 Revolution (1978–1985)
  • III. The Acquisition Machine Begins (1989–1999)
  • IV. The Private Equity Gambit (2000–2002)
  • V. Consolidation King: The Maxtor & Samsung Acquisitions (2005–2011)
  • VI. The Thailand Floods Crisis & Opportunity (2011–2012)
  • VII. The Tax Inversion & Irish Move (2010–2011)
  • VIII. Cloud Era & Data Infrastructure Pivot (2014–2020)
  • IX. Recent Developments & AI Era (2021–2025)
  • X. Playbook: Business & Investing Lessons
  • XI. Analysis & Bear vs. Bull Case
    • Bull Case: The AI Storage Supercycle
    • Bear Case: The Slow-Motion Disruption
    • The Verdict
  • XII. Epilogue & "If We Were CEOs"
  • XIII. Recent News & Links
Empor.top
Long form stories about top companies of the world. In depth history, fundamental analysis, key people and bearish and bullish overviews.