1. Seagate's HAMR technology adoption will significantly increase gross margins and drive market share growth; 2. The company maintains a multi-year technological lead over Western Digital in HAMR innovation; 3. Surging AI and data center demand for high-capacity HDDs positions Seagate as a cost-efficient storage leader with strong secular tailwinds.

1. On Holding AG continues to rapidly gain market share in running shoes, driven by innovative designs and consumer appeal; 2. The upcoming Q1 report is expected to highlight brand growth, with future guidance crucial amid tariff-related uncertainties; 3. Despite a high valuation, the growth narrative supports the stock, with a fair value estimate of $57.5, though risks remain due to potential shifts in market sentiment.

1. Camping World has significantly increased its market share from 18% to 25% in a single quarter. 2. The company plans to add over 100 new locations by 2028 to further expand its market presence. 3. Despite current challenging market conditions due to high interest rates and pricing deflation, an upcycle is anticipated to accelerate once rates decrease.