Публикация

📉 SanDisk: Crash or Opportunity? SanDisk’s earnings were extremely strong, but the stock still dropped sharply because expectations were too high. Q4 revenue surged 372%, EPS reached $39.25, and gross margin hit 84.6%. The company also announced a $14B buyback and $93.9B in long-term contracts. The main concern is whether these margins can last as NAND price growth slows. Now, all eyes are on the 13th Investor Day. Management needs to prove that margins, long-term contracts, and AI-storage demand can support sustainable growth. 🔥 This looks more like an expectation reset than a fundamental collapse. The 13th could be the key catalyst for SanDisk’s next move.#CPIToResetFedBets #AIMemorySelloffEases #BTCETHETFInflowsReturn