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Mr.Hash
Mr.Hash
#闪迪财报双超预期,新增140亿美元回购授权 Before the $SNDK SanDisk earnings report, I originally wanted to exit, but in the end, I didn't. Entered at 1391, with the lower bound of the range at 1219, giving a space of over a hundred points. I thought that even if it fell after the earnings, it probably wouldn't break through directly. As it turned out, the earnings data was indeed good, but it still dropped 9 points after hours. Now there's an unrealized loss of 30 points, but the grid strategy is still running. There was an interesting move by a big whale: he took profit at 1390, making 400,000, then placed orders to buy back in batches at 1300, 1250, and 1201, averaging down to 1257. His approach was to exit first and then wait to buy back at lower prices, showing both judgment and discipline. But I didn't exit like him. Not because I'm smarter, but because I think SanDisk can still hold at this level. The earnings themselves weren't bad: 8.97 billion in revenue, 84.6% gross margin, and EPS beat expectations. The drop was due to guidance being 250 million less than expected, and the market turned quickly. The fundamentals haven't collapsed, the lower bound of the range hasn't been broken, and the grid is still running. The premise of this strategy is that volatility doesn't break the range; it hasn't broken yet. If it breaks, then we'll talk; if not, we'll keep grinding. He judged the rise was done and exited first; I judge the range can still hold and continue to hold. Just two different judgments, let's see who is right in the end. I'm betting SanDisk can bounce back. It's not blind optimism; as long as the range isn't broken, I don't want to move. If I lose, I'll bear it and wait.#SandiskBeatAndBuyback #CircleArcLaunch #EarningsRealityCheck

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