NVIDIA Q2 revenue hits $96.2B (+106%), with FY28 guidance up 70%, far exceeding the market’s 45% expectation. After-hours, the three storage giants all surged together: SK hynix +4.5%, SanDisk +3.7%, and Micron +3.7%.
$SNDK contract is currently trading at 1,543 and has essentially fully captured the after-hours upside. Note that after-hours pricing is based on thin liquidity; the real selling-pressure test will come when the U.S. stock market opens tonight.
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