Innlegg

#SandiskBeatAndBuyback Sandisk beat expectations, announced another $14B buyback… and still fell after hours 😅 Q4 revenue hit $8.97B with adjusted EPS of $39.25, but softer Q1 guidance spoiled the party. Classic market behavior: yesterday’s beat matters less than tomorrow’s outlook 📉 AI storage demand clearly isn’t the problem anymore. Now it’s all about whether NAND pricing and high-bandwidth flash demand can justify the valuation. Big buyback, cautious guidance — which signal are you trusting more? 👀