A brief chat about SanDisk $SNDK. Don't get carried away and lose money on SanDisk. The earnings report just beat expectations, with Q4 revenue at $8.97 billion, a 51% quarter-over-quarter increase, and Non-GAAP EPS of $39.25; the company's guidance for the next quarter is also stronger than market expectations, plus an additional $14 billion buyback, bringing the total remaining buyback authorization to $15.5 billion. Along with the long-term goals discussed at the investor day, projecting mid-to-high double-digit revenue growth and sustained high gross margins from 2028 to 2030, the market is buying into the logic of “AI storage + NAND market boom + long-term contract locked demand.” The sentiment is typically both attractive and risky. A few days ago, due to the guidance and analysts raising expectations, the stock price surged sharply, reaching around $1800 on Monday, with a very exaggerated year-to-date gain. But on Tuesday, it dropped sharply along with AI hardware/semiconductors, indicating tight positioning; everyone knows the logic is good, but once market risk appetite cools, the sell-off can be swift. Simply put: the mid-to-long-term story remains, but short-term sentiment is unstable. From a technical perspective, I think now is not a position to chase blindly. After the previous rally, there was a significant pullback, then a recent rebound, but it was quickly pushed down from a key level, indicating considerable selling pressure above. In the short term, watch the 1600/1500 area; if it breaks down with volume, further consolidation may be needed. First, look at the 1780-1800 area; only if it can stabilize there again can it be considered repaired, then reassess. Personally, I prefer to observe, buy on dips, and avoid chasing highs. #闪迪回落逾9%，存储估值分歧加剧

What is the experience of eating fast food worth over 3 million?

Daily live streaming routine Today shorted $BTC at 64500 and $ETH at 1910, currently near the cost price Before ending the stream, I shorted a rocket coin at 144 and a gold coin at 4400. When you wake up and eat meat, leave me a comment in the comment section. Last week I shorted rocket coin Qqq ZEC, and today's live review all yielded big profits. I hope brothers can keep up the pace in the coming time and get out early $SNDK $SK Hynix

Is there any chance SanDisk is stuck?

Everything was fine originally, but suddenly a bunch of frustrating issues appeared. Someone hacked the account and impersonated me to set traps, depleting trust, which is quite disheartening. I remind everyone to stay vigilant and also give yourself some time to recover. Don't let opportunistic scoundrels affect your long-term mindset; it's not worth it.

A person drinks some beer and goes home tomorrow

Today the live room opened 5 orders again, 3 orders got small meat rockets and got big meat, brothers, did you eat it $SPCX

Rocket Coin $SPCX gave a short position entry at 146 Gold is about to profit $XAU The short position on Ethereum given before the stream is about to hit the target, Brothers have been winning consecutively for a month, today is Thursday and we can continue to feast on big gains

The short position profited again

Checking the market from time to time outside, it’s still moving sideways with a lot of flavor, so I spent 5 yuan on a cup of coffee, and one sip lasted me the whole day!