Possible scenario
AI Demand Absorbs
30% Chance
AI data-center growth remains strong enough to absorb Toshiba's additional capacity without triggering a broad price war. Seagate's selloff starts to look overdone if customers continue committing to multi-quarter storage purchases.
Secondary impacts
- Technology +0.5%
Tickers
- STX+7.4%
- WDC+4.3%
Portfolio impact
S&P 500+0.2%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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