Lenru
voted
Columns SanDisk Q2 Review: Blowout Results, Forward P/E 10x, Multi-Year Agreements—How Far Can SNDK Rerate?
$SanDisk (SNDK.US)$'s FY2Q26 results and FY3Q26 guidance significantly exceeded both the company's own guidance and Wall Street expectations. But the bigger story is strategic: the company is signaling a shift from unit-led cyclicality toward price power, datacenter mix, and tighter contracting (multi-year agreements with prepayments).
Financial Snapshot
SanDisk delivered a sharp upside surpris...
Financial Snapshot
SanDisk delivered a sharp upside surpris...
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Lenru
reacted to and commented on
Key Takeaways (AI-Generated)
Business Highlights
- Announced Vera Rubin AI supercomputer in full production with 6 breakthrough chips engineered to work as one
- Launched ALPA Mayo, world's first thinking, reasoning autonomous vehicle AI trained end-to-end from camera to actuation
- Became largest networking company globally through Spectrum X AI Ethernet success across AI landscape installations
- Established strategic partnership with Me...
Business Highlights
- Announced Vera Rubin AI supercomputer in full production with 6 breakthrough chips engineered to work as one
- Launched ALPA Mayo, world's first thinking, reasoning autonomous vehicle AI trained end-to-end from camera to actuation
- Became largest networking company globally through Spectrum X AI Ethernet success across AI landscape installations
- Established strategic partnership with Me...
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We already are the worlds largest oil producer
@Paulus Sunzi：US will have access to Cheap oil soon. Resell to Europe and maybe India,??
President Trump Posts On Truth Social 'The United States of America Has Successfully Carried Out a Large Scale Strike Against Venezuela and Its Leader, President Nicolas Maduro, Who Has Been, Along With His Wife, Captured and Flown Out of the Country....
Lenru
voted
(Image credit: Walt Handelsman/ Copyright 2023 Tribune Content Agency)
Hey traders, we are entering the new trading month of October 2025. Let’s break down this week’s big picture → market impact → simple options strategy to potentially buy the dip!
🔎 October 2025 Must See Financial Events - the Big Picture that can potentially impact $SPDR S&P 500 ETF (SPY.US)$ and ...
Hey traders, we are entering the new trading month of October 2025. Let’s break down this week’s big picture → market impact → simple options strategy to potentially buy the dip!
🔎 October 2025 Must See Financial Events - the Big Picture that can potentially impact $SPDR S&P 500 ETF (SPY.US)$ and ...
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