EPISODE · Jun 3, 2026 · 16 MIN
Episode 10: Google Is Up 45%. Seagate Is Up 1,200%. Here's What's Actually Driving It
from Foresee Markets · host Foresee Markets
Episode 10: Google Is Up 45%. Seagate Is Up 1,200%. Here's What's Actually Driving ItMost people see a stock spike and think they missed it. This episode explains why some of these moves are just getting started.Alejandro and Serhii break down three stories moving the market right now: Google's 45% run from $273 to $397, what the earnings surprise meant, and the difference between GOOG and GOOGL that most retail investors ignore. Then Seagate Technologies, up 1,200% over the last year, why hardware companies are the quiet winners of the AI race, and why STX keeps beating earnings expectations. And finally, Bank of New York Mellon's partnership with Abu Dhabi to build digital asset infrastructure in the UAE. $59.4 trillion in assets under custody. And the market hasn't priced it in yet.One thing worth knowing before you start: past performance of any stock does not guarantee future results. Position sizing and risk management matter as much as the strategy itself.⏱️ Timestamps:0:00 – Introduction1:05 – Google: from $273 to $397 and what drove the move3:56 – Why court proceedings were holding Google back5:13 – April 26 earnings surprise and what's next5:44 – GOOG vs GOOGL: class A shares and voting rights explained8:11 – Seagate Technologies: up 1,200% in one year8:56 – STX earnings history and this week's $50/share move9:33 – How the algorithm picks stocks: live portfolio update10:14 – Why hardware companies win when AI spending accelerates11:50 – Intel, Micron, Western Digital, Nvidia: the full picture13:09 – Bank of New York Mellon and Abu Dhabi: digital asset infrastructure14:18 – $59.4 trillion in assets and the market hasn't moved yet15:15 – Why BNY is a strong entry point in the financial sector――――――――――――――――――――Foresee Markets — AI, quantitative research, and structured thinking applied to real market conditions.🎙️ Hosted by Alejandro Ramirez Lemus and Serhii Nikolaiev.💬 Which stock do you want us to analyse next? Leave it in the comments. Like, subscribe, and hit the bell so you never miss an episode of Foresee Markets.――――――――――――――――――――📹 During the podcast, important visual information is sometimes presented alongside the discussion. For the full experience, we recommend watching the episode on https://www.youtube.com/@ForeseeMarketsThis podcast is intended for educational purposes only and should not be considered financial or investment advice.
What this episode covers
Episode 10: Google Is Up 45%. Seagate Is Up 1,200%. Here's What's Actually Driving ItMost people see a stock spike and think they missed it. This episode explains why some of these moves are just getting started.Alejandro and Serhii break down three stories moving the market right now: Google's 45% run from $273 to $397, what the earnings surprise meant, and the difference between GOOG and GOOGL that most retail investors ignore. Then Seagate Technologies, up 1,200% over the last year, why hardware companies are the quiet winners of the AI race, and why STX keeps beating earnings expectations. And finally, Bank of New York Mellon's partnership with Abu Dhabi to build digital asset infrastructure in the UAE. $59.4 trillion in assets under custody. And the market hasn't priced it in yet.One thing worth knowing before you start: past performance of any stock does not guarantee future results. Position sizing and risk management matter as much as the strategy itself.⏱️ Timestamps:0:00 – Introduction1:05 – Google: from $273 to $397 and what drove the move3:56 – Why court proceedings were holding Google back5:13 – April 26 earnings surprise and what's next5:44 – GOOG vs GOOGL: class A shares and voting rights explained8:11 – Seagate Technologies: up 1,200% in one year8:56 – STX earnings history and this week's $50/share move9:33 – How the algorithm picks stocks: live portfolio update10:14 – Why hardware companies win when AI spending accelerates11:50 – Intel, Micron, Western Digital, Nvidia: the full picture13:09 – Bank of New York Mellon and Abu Dhabi: digital asset infrastructure14:18 – $59.4 trillion in assets and the market hasn't moved yet15:15 – Why BNY is a strong entry point in the financial sector――――――――――――――――――――Foresee Markets — AI, quantitative research, and structured thinking applied to real market conditions.🎙️ Hosted by Alejandro Ramirez Lemus and Serhii Nikolaiev.💬 Which stock do you want us to analyse next? Leave it in the comments. Like, subscribe, and hit the bell so you never miss an episode of Foresee Markets.――――――――――――――――――――📹 During the podcast, important visual information is sometimes presented alongside the discussion. For the full experience, we recommend watching the episode on https://www.youtube.com/@ForeseeMarketsThis podcast is intended for educational purposes only and should not be considered financial or investment advice.
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Episode 10: Google Is Up 45%. Seagate Is Up 1,200%. Here's What's Actually Driving It
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