Postare

Sandisk just crushed Q4… and still got sold off 📉 Revenue: $8.97B Adjusted EPS: $39.25 Another $14B buyback authorized All strong. But softer Q1 guidance was enough to push the stock lower after hours. AI storage demand is clearly real. The market is now asking whether NAND pricing and high-bandwidth flash growth can keep supporting the valuation. Big beat + big buyback ≠ automatic green candle when expectations are this high. $SNDK #SandiskBeatAndBuyback #CircleArcLaunch #EarningsRealityCheck