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Birdie_OKX
SanDisk’s 378% year-on-year Q1 revenue growth and above-expectations Q2 guide show that memory demand is not a purely narrative trade. Still, a 13.47% drop after roughly 460% year-to-date gains suggests investors are testing whether operational momentum can keep justifying the valuation. The next reports matter more than the split.
#SanDiskEarningsSelloff
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Today’s market buzz
1#NVIDIA contacts Arm CEO Haas, internally predicting new CEO candidate
2#US October PPI year-on-year 6.5% below expectations
3#Anthropic launches IPO roadshow, valuation rebounds to $1.8 trillion
