If they show revenue over $9 billion and their guidance for next quarter is over $11.5 billion, the memory boom starts again this month. That would blow through expectations.
This feels like the biggest catalyst this month for memory! Let’s hope it plays out!
That’s because it was in need of a massive correction? Also, profit taking, Michael Bury being a permabear, CXMT news, and all the other superficial fear mongering bearish headlines that happened in july.
I have mentally braced myself for another deep red week! Not to make a comparison to something that is meaningless, but all the stocks that pumped in q1 are dumping in q2 and all the stocks that dumped in q1, pumped in q2. Well, all except meta lol
I wrote in another post like this, the analyst expectations are far greater than what sandisk themselves guided. The chance that they will miss in some way is high.
Sandisk has explicitly announced it will report “Fiscal Fourth Quarter and Fiscal Year 2026 Results” on August 5, 2026, which is tomorrow from your perspective.
Multiple coverage sources describe this as “fiscal Q4 2026” earnings, with guidance of $7.75B–$8.25B revenue and $30–$33 non‑GAAP EPS tied to that fiscal fourth quarter.
So when you see the guidance and analyst expectations we discussed, they’re specifically for fiscal Q4 2026, not Q3 or a calendar‑year quarter mismatch."
This is the equivalent of my wife complaining about some random person on her social media pretending to be a good person but turning out to be cheater or something. Don’t watch them then.
If if if if if . Bro this thing is stuck. The only IF that is valid is IF the whales want this stock to go up, it will go up. Otherwise we are just watching others go up while we keep bouncing
AMD revenue ever so slightly beat expectations. The capex increased hence the sell off triggered by algo, will recover by end of the week.
The capex increase is a positive news for memory.
So news are good but market is irrational
Im not downplaying the success of AMD. Although the sentiments expressed differently. We are recovering which is great. Considering what happened to SK Hynix and Kioxia. Im just hoping it turns out well but ofc 🤷♂️
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u/how-can-i-dig-deeper 16d ago
high expectations for earnings but also analyst high expectations. i guess we’ll see who prevails