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Dr.Toxicđ©
#SandiskBeatAndBuyback Sandisk beat expectations, announced another $14B buyback⊠and still fell after hours đ
Q4 revenue hit $8.97B with adjusted EPS of $39.25, but softer Q1 guidance spoiled the party. Classic market behavior: yesterdayâs beat matters less than tomorrowâs outlook đ
AI storage demand clearly isnât the problem anymore. Now itâs all about whether NAND pricing and high-bandwidth flash demand can justify the valuation.
Big buyback, cautious guidance â which signal are you trusting more? đ#SandiskBeatAndBuyback #CircleArcLaunch #EarningsRealityCheck
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