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Seagate Technology (NASDAQ: STX) has delivered a remarkable turnaround, transforming from a cyclical hardware name into a high-growth beneficiary of the global data explosion.  The stock has gained 310% since my recommendation on January 2025 and the fundamental is still looks good.  The company’s Q2 2026 earnings highlight accelerating revenue, surging earnings, and a sharp rebound in free cash flow as demand from cloud and enterprise customers strengthens. While Seagate’s stock have already posted extraordinary gains, Seagate’s improving fundamentals, expanding margins, and strong forward growth outlook suggest that the stock may still offer attractive upside. In this article we will dive into Seagate’s recent earnings, stock performance & valuation, growth potential, and the risks investor should consider.

Celestica (NYSE: CLS) has emerged as one of the strongest growth stories in the global electronics manufacturing and supply chain solutions industry. Once viewed as a low-margin contract manufacturer, Celestica has successfully transformed its business toward higher-value segments such as cloud infrastructure, aerospace & defense, and industrial technology. The company’s Q4 2025 earnings confirmed that this transformation is not only working, but accelerating. In this article we will dive into Celestica recent earnings, stock performance & valuation, growth potential, and the risks investor should consider.

Amphenol Corporation (NYSE: APH) has long been recognized as one of the highest-quality industrial and technology component companies in the global market. Known for its consistent execution, diversified end markets, and disciplined capital allocation, Amphenol has rewarded long-term shareholders with exceptional returns. Following its strong Q4 2025 earnings, the company once again demonstrated why it stands out among large-cap growth stocks. In this article we will dive into Amphenol recent earnings, stock performance & valuation, growth potential, and the risks investor should consider.

TE Connectivity (NYSE: TEL) continues to prove that high-quality industrial and technology companies can deliver both strong earnings growth and reasonable valuation when positioned in the right end markets. Following its Q1 fiscal 2026 earnings (ended December 2025), TE Connectivity once again demonstrated solid execution, benefiting from secular growth trends such as electrification, automation, connectivity, and data infrastructure. In this article we will dive into TE Connectivity recent earnings, stock performance & valuation, growth potential, and the risks investor should consider.

Charles Schwab Corporation (NYSE: SCHW) has long been recognized as one of the most influential players in the U.S. financial services industry, particularly within brokerage, asset management, and wealth advisory services. Following a challenging period for financial stocks amid interest-rate volatility, Charles Schwab has demonstrated a strong operational rebound, highlighted by impressive earnings growth and improving fundamentals in its Q4 2025 results. With revenue and earnings accelerating, margins remaining robust, and analysts projecting continued expansion into 2026, Charles Schwab presents a compelling case as a high-quality financial stock that combines solid growth with reasonable valuation. In this article we will dive into Charles Schwab recent earnings, stock performance & valuation, growth potential, and the risks investor should consider.

Citigroup (NYSE: C), one of the largest global financial institutions, has long been viewed as a turnaround story among U.S. money-center banks. After years of restructuring, balance sheet cleanup, and business simplification, Citigroup is beginning to show clearer signs of operational progress and improving earnings power. Following its Q4 2025 earnings release, the stock has gained renewed attention from investors seeking a combination of steady growth, improving profitability, and attractive valuation. In this article we will dive into Citigroup recent earnings, stock performance & valuation, growth potential, and the risks investor should consider.