I feel $Sandisk(SNDK.US)'s uptrend cycle has passed, and there might be a B-wave rebound. However, to regain long-term growth, it needs to consolidate at low levels for a prolonged period.

Sandisk

SK Hynix

SK Hynix - WI

Alphabet

Alphabet - C

Alphabet Inc Pref Shares GOOGN 6.25 05/15/2029

NVIDIA

Western Digital

Taiwan Semiconductor

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The first full trading day after earnings delivered a clear verdict — and it wasn't pretty. SanDisk tumbled as much as 14% intraday while Western Digital shed over 21% at the lows, before paring losses to close down ~7% and ~13%, respectively; both ticked higher in after-hours and overnight trading. Yet the numbers themselves were anything but weak: SanDisk posted revenue +372% YoY with GPM recovering to 84.6%, WD delivered +44% YoY top-line growth, and both companies issued next-quarter revenue guidance above the current quarter. Data and stock price pointed in opposite directions — the debate largely centers on one question: how much longer can this pricing rally and margin recovery last? So why didn't the market buy into these results?

The first full trading day after earnings delivered a clear verdict — and it wasn't pretty. SanDisk tumbled as much as 14% intraday while Western Digital shed over 21% at the lows, before paring losses to close down ~7% and ~13%, respectively; both ticked higher in after-hours and overnight trading. Yet the numbers themselves were anything but weak: SanDisk posted revenue +372% YoY with GPM recovering to 84.6%, WD delivered +44% YoY top-line growth, and both companies issued next-quarter revenue guidance above the current quarter. Data and stock price pointed in opposite directions — the debate largely centers on one question: how much longer can this pricing rally and margin recovery last? So why didn't the market buy into these results?

SanDisk/WDC Earnings: Why Isn't the Stock Buying It?

The key leap after HBM: On August 4, SK Hynix and SanDisk jointly released the first public technical specification for High Bandwidth Flash (HBF). Alliance members also include $Alphabet(GOOGL.US) and Tenstorrent. To summarize this technology in one sentence: &#34;Putting HBM clothes on NAND&#34;—redesigning NAND using HBM's 3D stacking and near-side packaging concepts, placing it next to the GPU as &#34;near-side memory&#34;...

SanDisk: Overtaking on a Curve? In-Depth Analysis of High Bandwidth Flash (HBF) Opportunities

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