Pullback like what happened to

Pullback like what happened to AMD

SanDisk Investor Day Blueprint Sparks 13.7% Surge — Can Memory Accelerate Further?

SanDisk +13.67% Thursday, up ~17% at the high, after its first Investor Day since the Western Digital spin-off. Management's FY28–30 targets: revenue growth of 15–19% a year, adjusted FCF margin held at 50%, and 100% of excess cash returned. The chain followed — Western Digital +7.31%, the 2x product SNXX +27.28%. The catch: last quarter's beat and $14bn buyback still bought two down sessions on soft guidance, and Burry has added memory shorts. SanDisk, Western Digital, or the leveraged ETF?

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

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":593507329779032,"tweetId":"593507329779032","gmtCreate":1785920464499,"gmtModify":1785920467285,"author":{"id":4197350806370832,"idStr":"4197350806370832","authorId":4197350806370832,"authorIdStr":"4197350806370832","name":"Edwin Sibanda","avatar":"https://community-static.tradeup.com/news/8128955acb6f6deb4833a626b5c13d7f","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":1,"starInvestorFlag":false},"themes":[{"themeId":"228f7dbe92224ab7969df668216f4d7f","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"SanDisk Investor Day Blueprint Sparks 13.7% Surge — Can Memory Accelerate Further?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":228f7dbe92224ab7969df668216f4d7f}&rnconfig={\"headerBarHidden\": true}","description":"SanDisk +13.67% Thursday, up ~17% at the high, after its first Investor Day since the Western Digital spin-off. Management's FY28–30 targets: revenue growth of 15–19% a year, adjusted FCF margin held at 50%, and 100% of excess cash returned. The chain followed — Western Digital +7.31%, the 2x product SNXX +27.28%. The catch: last quarter's beat and $14bn buyback still bought two down sessions on soft guidance, and Burry has added memory shorts. SanDisk, Western Digital, or the leveraged ETF?","image":"https://community-static.tradeup.com/news/c4d4b65daedcd952235a3f085db4d033"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>Pullback like what happened to AMD</body></html>","htmlText":"<html><head></head><body>Pullback like what happened to AMD</body></html>","text":"Pullback like what happened to AMD","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/593507329779032","repostId":0,"isVote":1,"tweetType":1,"viewCount":120,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":29,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/593507329779032"}