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📊 SanDisk Beats Estimates, Expands Buyback—But Shares Slip After Hours SanDisk delivered a strong quarter, beating Wall Street expectations and announcing an additional $14 billion share buyback. Yet despite the positive headline numbers, the stock declined in after-hours trading. Key highlights: 💰 Q4 revenue: $8.97 billion 📈 Adjusted EPS: $39.25, ahead of expectations 🔄 New $14B share repurchase program signals management's confidence in long-term value. So why did the stock fall? The main concern was softer-than-expected Q1 guidance, reminding investors that markets often focus more on future growth than past performance. A strong earnings beat can quickly be overshadowed if the outlook disappoints. The broader story remains intact: 🤖 AI-driven storage demand continues to strengthen. 💾 Investors are now watching whether NAND flash pricing improves and whether demand for high-bandwidth memory and enterprise storage can support current valuations. 📉 Near-term guidance has become the biggest factor driving sentiment. The market's message is clear: strong results alone aren't enough—companies also need to deliver confidence about what's ahead. What carries more weight for investors right now: the massive buyback or the cautious forward guidance? 👀 #SanDisk #AI #Semiconductors #NAND #Storage #Earnings #StockMarket #TechStocks #EarningsRealityCheck #Polymarket20BValuation #KoreaMemoryRebound