SNDK — Yesterday's Performance-To The Moon - Tiger Brokers Online Investing Community

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AI辉煌时代
08-14

SNDK — Yesterday's Performance Summary

📈 +13.67% to about $1,339

🚀 Main reason: very bullish Investor Day outlook

🤖 Strong AI data-centre storage demand

💰 Targeting around 80% gross margin

📊 Management expects mid/high-teens revenue growth through 2030

⚠️ Risk: Stock has already risen >6× in 2026 — valuation is very high.

Disclaimer: The information and ratings shared above are based on my personal opinion and general market information. They are provided for educational purposes only and should not be considered financial or investment advice. Please conduct your own research, consider your financial goals and risk tolerance, and invest wisely. Past performance does not guarantee future results.

# Kioxia Drops First, SanDisk Follows With 9% Loss — Is the Crowded Trade Unwinding?

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.

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JoanneSamson
·08-14
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80% gross margin sounds great, but after a 6x run how much of this is AI premium vs actual cash flow?
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- AI辉煌时代:
  Actual cash flow is already real: Q2 FY26 operating cash flow was $1.02B and adjusted FCF $843M, so this isn't purely an AI story. But 80% gross margin is a forecast, not today's normalized level. Recent Q2 gross margin was about 51%.
  08-14
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wobee
·08-14
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Bull case is obvious, but 80% gross margin sounds stretched. Did management break down what actually gets them there?
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- AI辉煌时代:
  Current margins are already very high: FY26 Q4 non-GAAP gross margin was 84.6%, so 80% isn't purely theoretical.
  08-14
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The 2x long SNXX fell 17.84%, the 2x inverse SNDQ rose 18.00%. It started in Asia — Kioxia −7.5% in Japan pressured SanDisk pre-market — then a sell-side note called SanDisk a crowded trade against an underowned Nvidia, arriving after a month-long run and giving leveraged holders their reason to cut. A separate filing showed a fund that lost heavily in July was almost entirely in Micron and SanDisk. 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Past performance does not guarantee future results.</body></html>","htmlText":"<html><head></head><body>SNDK — Yesterday's Performance&nbsp;Summary\n📈 +13.67% to about $1,339\n🚀 Main reason: very bullish Investor Day outlook\n🤖 Strong AI data-centre storage demand\n💰 Targeting around 80% gross margin\n📊 Management expects mid/high-teens revenue growth through 2030\n⚠️ Risk: Stock has already risen &gt;6× in 2026 — valuation is very high.\nDisclaimer: The information and ratings shared above are based on my personal opinion and general market information. They are provided for educational purposes only and should not be considered financial or investment advice. Please conduct your own research, consider your financial goals and risk tolerance, and invest wisely. Past performance does not guarantee future results.</body></html>","text":"SNDK — Yesterday's Performance Summary 📈 +13.67% to about $1,339 🚀 Main reason: very bullish Investor Day outlook 🤖 Strong AI data-centre storage demand 💰 Targeting around 80% gross margin 📊 Management expects mid/high-teens revenue growth through 2030 ⚠️ Risk: Stock has already risen >6× in 2026 — valuation is very high. Disclaimer: The information and ratings shared above are based on my personal opinion and general market information. They are provided for educational purposes only and should not be considered financial or investment advice. Please conduct your own research, consider your financial goals and risk tolerance, and invest wisely. 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But 80% gross margin is a forecast, not today's normalized level. Recent Q2 gross margin was about 51%.","text":"Actual cash flow is already real: Q2 FY26 operating cash flow was $1.02B and adjusted FCF $843M, so this isn't purely an AI story. But 80% gross margin is a forecast, not today's normalized level. Recent Q2 gross margin was about 51%.","html":"Actual cash flow is already real: Q2 FY26 operating cash flow was $1.02B and adjusted FCF $843M, so this isn't purely an AI story. But 80% gross margin is a forecast, not today's normalized level. Recent Q2 gross margin was about 51%.","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0},{"id":596621325267960,"commentId":"596621325267960","gmtCreate":1786686188591,"gmtModify":1786704184730,"authorId":9000000000000405,"author":{"id":9000000000000405,"idStr":"9000000000000405","authorId":9000000000000405,"name":"wobee","avatar":"https://static.tigerbbs.com/e56f3c37882a6025b6c89e7973ed332c","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":596608306225448,"objectIdStr":"596608306225448","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Bull case is obvious, but 80% gross margin sounds stretched. Did management break down what actually gets them there?","text":"Bull case is obvious, but 80% gross margin sounds stretched. Did management break down what actually gets them there?","html":"Bull case is obvious, but 80% gross margin sounds stretched. Did management break down what actually gets them there?","likeSize":0,"commentSize":1,"subComments":[{"id":596710366863568,"commentId":"596710366863568","gmtCreate":1786707729660,"gmtModify":1786707734521,"authorId":3582372814286152,"author":{"id":3582372814286152,"idStr":"3582372814286152","authorId":3582372814286152,"name":"AI辉煌时代","avatar":"https://community-static.tradeup.com/news/92dffa198c36919245944c656eb0dd7d","vip":1,"currentWearingBadge":{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectEnabled":0,"wearingSort":0},"crmLevel":12,"crmLevelSwitch":1,"individualDisplayBadges":[],"wearingBadges":[{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","name":"Real Trader","description":"Completed a transaction","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}]},"repliedAuthorId":0,"objectId":596608306225448,"objectIdStr":"596608306225448","type":1,"supId":596621325267960,"supIdStr":"596621325267960","prevId":0,"prevIdStr":"0","content":"Current margins are already very high: FY26 Q4 non-GAAP gross margin was 84.6%, so 80% isn't purely theoretical.","text":"Current margins are already very high: FY26 Q4 non-GAAP gross margin was 84.6%, so 80% isn't purely theoretical.","html":"Current margins are already very high: FY26 Q4 non-GAAP gross margin was 84.6%, so 80% isn't purely theoretical.","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}