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Jackson king
The numbers are impressive.
But the stock price is dropping first. Folks, AI storage isn't lacking demand; it's just that expectations ran too fast.
As of 07:59 Beijing time, $SNDK is at $1258.58, down 6.79% intraday. Q4 revenue was $8.965 billion, up 51% quarter-over-quarter; data center revenue was $2.977 billion, doubling quarter-over-quarter. But about two-thirds of the growth came from price increases.
Demand is still there, and the bull market hasn't been killed by a single down day.
Ordinary investors should wait: can the price hikes continue, and can data center growth support the valuation? Don't rush to bottom-fish yet~
#StorageStocksDropAfterEarnings, #IsTheAIStorageBullMarketStillStable?, #USStockEarnings, #AIStorage, #TechForOrdinaryPeople#AIMemoryBullTest #FedHawksVsWeakJobs #SpaceXUnlockRebound
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