SNDK — Yesterday's Performance-To The Moon - Tiger Brokers Online Investing Community - To The Moon

SNDK — Yesterday's Performance Summary

📈 +13.67% to about $1,339

🚀 Main reason: very bullish Investor Day outlook

🤖 Strong AI data-centre storage demand

💰 Targeting around 80% gross margin

📊 Management expects mid/high-teens revenue growth through 2030

⚠️ Risk: Stock has already risen >6× in 2026 — valuation is very high.

Disclaimer: The information and ratings shared above are based on my personal opinion and general market information. They are provided for educational purposes only and should not be considered financial or investment advice. Please conduct your own research, consider your financial goals and risk tolerance, and invest wisely. Past performance does not guarantee future results.

Samsung Profit Guidance Doubles: Can SanDisk Take the Baton Tonight?

SK Hynix surged 13.30%, Micron gained 5.86%, and SanDisk rose 7.66% Wednesday as Hynix’s record results and Samsung’s guidance lifted memory-cycle hopes. Hynix posted KRW 104.6T revenue and KRW 83.3T operating profit; Samsung guided to KRW 195T and KRW 107.4T, not final results. SanDisk reports early Friday Beijing time, with consensus revenue of $10.85B and EPS of $47.15—above its guidance range. Bulls see synchronized HBM, NAND, and storage pricing; bears warn high expectations leave little room for misses. What would confirm the cycle has further room to run?

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

JoanneSamson
08-14
JoanneSamson
80% gross margin sounds great, but after a 6x run how much of this is AI premium vs actual cash flow?
- AI辉煌时代:
  Actual cash flow is already real: Q2 FY26 operating cash flow was $1.02B and adjusted FCF $843M, so this isn't purely an AI story. But 80% gross margin is a forecast, not today's normalized level. Recent Q2 gross margin was about 51%.
wobee
08-14
wobee
Bull case is obvious, but 80% gross margin sounds stretched. Did management break down what actually gets them there?
- AI辉煌时代:
  Current margins are already very high: FY26 Q4 non-GAAP gross margin was 84.6%, so 80% isn't purely theoretical.

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Past performance does not guarantee future results.</p></body></html>","htmlText":"<html><head></head><body><p>SNDK — Yesterday's Performance&nbsp;Summary</p>\n<p>📈 +13.67% to about $1,339</p>\n<p>🚀 Main reason: very bullish Investor Day outlook</p>\n<p>🤖 Strong AI data-centre storage demand</p>\n<p>💰 Targeting around 80% gross margin</p>\n<p>📊 Management expects mid/high-teens revenue growth through 2030</p>\n<p>⚠️ Risk: Stock has already risen &gt;6× in 2026 — valuation is very high.</p>\n<p>Disclaimer: The information and ratings shared above are based on my personal opinion and general market information. They are provided for educational purposes only and should not be considered financial or investment advice. Please conduct your own research, consider your financial goals and risk tolerance, and invest wisely. Past performance does not guarantee future results.</p></body></html>","text":"SNDK — Yesterday's Performance Summary 📈 +13.67% to about $1,339 🚀 Main reason: very bullish Investor Day outlook 🤖 Strong AI data-centre storage demand 💰 Targeting around 80% gross margin 📊 Management expects mid/high-teens revenue growth through 2030 ⚠️ Risk: Stock has already risen >6× in 2026 — valuation is very high. Disclaimer: The information and ratings shared above are based on my personal opinion and general market information. They are provided for educational purposes only and should not be considered financial or investment advice. Please conduct your own research, consider your financial goals and risk tolerance, and invest wisely. 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Did management break down what actually gets them there?","html":"Bull case is obvious, but 80% gross margin sounds stretched. 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