$SanDisk Corp.(SNDK)$ OMG I ca

I can honestly say I missed the memory boat. I have to look for greener pastures elsewhere... It's more like selling time instead of buying. No margin of safety now if you buy.

SanDisk Jumps 20%! Are We Still Early or Near a Crowded Trade?

SanDisk surged nearly 20% after hours after crushing expectations: Q2 revenue $3.03B vs $2.67B est., adjusted EPS $6.20, and a blockbuster Q3 guide of $4.4–4.8B revenue, $12–14 EPS. Western Digital also beat and raised, with improving margins and strong cash flow. Do blowout beats and strong guides signal the supercycle is still in early innings? After the after-hours spike, is SanDisk still the better upside play—or does WDC offer a safer rerating? In AI infrastructure, would you add storage exposure now or wait for a pullback?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":527325089047480,"tweetId":"527325089047480","gmtCreate":1769763523760,"gmtModify":1769765862825,"author":{"id":4096093486770560,"idStr":"4096093486770560","authorId":4096093486770560,"authorIdStr":"4096093486770560","name":"highhand","avatar":"https://community-static.tradeup.com/news/200574f2d0554f4c05c65c156ddc6e73","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":13,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":619,"starInvestorFlag":false},"themes":[{"themeId":"20354c1a80c442aaa81df59e8ec3408e","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"SanDisk Jumps 20%! Are We Still Early or Near a Crowded Trade?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":20354c1a80c442aaa81df59e8ec3408e}&rnconfig={\"headerBarHidden\": true}","description":"SanDisk surged nearly 20% after hours after crushing expectations: Q2 revenue $3.03B vs $2.67B est., adjusted EPS $6.20, and a blockbuster Q3 guide of $4.4–4.8B revenue, $12–14 EPS. Western Digital also beat and raised, with improving margins and strong cash flow. \nDo blowout beats and strong guides signal the supercycle is still in early innings?\n\nAfter the after-hours spike, is SanDisk still the better upside play—or does WDC offer a safer rerating?\n\nIn AI infrastructure, would you add storage exposure now or wait for a pullback?","image":"https://community-static.tradeup.com/news/01fb544710bfb44a79866be5eeb61fbe"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><a href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$ </a> OMG\nI can honestly say I missed the memory boat.&nbsp; I have to look for greener pastures elsewhere... It's more like selling time instead of buying. No margin of safety now if you buy.</body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$ </a> OMG\nI can honestly say I missed the memory boat.&nbsp; I have to look for greener pastures elsewhere... It's more like selling time instead of buying. No margin of safety now if you buy.</body></html>","text":"$SanDisk Corp.(SNDK)$ OMG I can honestly say I missed the memory boat. I have to look for greener pastures elsewhere... It's more like selling time instead of buying. No margin of safety now if you buy.","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/527325089047480","repostId":0,"isVote":1,"tweetType":1,"viewCount":618,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["SNDK"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":167,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/527325089047480"}