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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.