$SanDisk Corp.(SNDK)$ $Lumentum (LITE.US)$ if you feel demoralized think twice.
every rally benefits someone. but someone has to pay. leopard Leopold Aschenbrenner’s AI-focused hedge fund paid. who is next ?
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?
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