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      • CayChanCayChan
        ·01-30
        $SanDisk Corp.(SNDK)$  Sandisk’s future earnings power looks radically different from what investors previously assumed. 1️⃣ This Is About Forward Earnings, Not the Past Markets don’t reprice stocks 14× because of: • Last quarter’s results • Modest beats • Incremental guidance bumps They reprice stocks when: • Future profits are suddenly expected to be multiples higher • Losses flip to profits • Or margins expand dramatically due to industry cycle shifts In Sandisk’s case, the “eye-popping forecast” implies: • A memory cycle rebound • Sharp improvement in pricing • Strong demand visibility (often tied to AI, data centers, or enterprise storage) That changes valuation math overnight. ⸻ 2️⃣ Memory Stocks Are Highly Cyclical (Which Magnifies Mov
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      • CayChanCayChan
        ·01-30
        $SanDisk Corp.(SNDK)$  Sandisk’s future earnings power looks radically different from what investors previously assumed. 1️⃣ This Is About Forward Earnings, Not the Past Markets don’t reprice stocks 14× because of: • Last quarter’s results • Modest beats • Incremental guidance bumps They reprice stocks when: • Future profits are suddenly expected to be multiples higher • Losses flip to profits • Or margins expand dramatically due to industry cycle shifts In Sandisk’s case, the “eye-popping forecast” implies: • A memory cycle rebound • Sharp improvement in pricing • Strong demand visibility (often tied to AI, data centers, or enterprise storage) That changes valuation math overnight. ⸻ 2️⃣ Memory Stocks Are Highly Cyclical (Which Magnifies Mov
        375Comment
        Report