🔥 SNDK at $855—would you buy the dip?
In four months, it plunged from $2,350 to $855, a 60% drop. The whole internet is shouting that the AI storage bubble has burst!
But the earnings tell a very different story: revenue surged 378% year over year, gross margin hit 85%, the company repurchased $5 billion worth of shares in a single quarter, and data center business grew 61% quarter over quarter.
An 8-for-1 stock split is coming on November 19, bringing the nominal post-split price to around $107 and lowering the barrier to entry for retail investors. The shareholder base could be reshaped.
Bulls vs. bears:
✅ Bull case: AI storage demand remains strong, near-term supply is tight, buyers have stepped in at $800–$820, and institutional price targets are above $2,000.
❌ Bear case: NAND supply may ease in the second half of next year, the downtrend remains intact, a stock split is just a numbers game, and volatility could increase.
A storage leader with an 85% gross margin has plunged 60%—is this the final panic-driven drop, or has the cycle peaked?
⚠️ For market discussion only; not investment advice!
Your take: Will you wait for the split to take effect and see what happens, or take a small position now to test the waters?
#加密美股齐跌，下轮反弹的驱动力在哪？ #闪迪 #SNDK $SNDKB $NVDAB $METAB
In four months, it plunged from $2,350 to $855, a 60% drop. The whole internet is shouting that the AI storage bubble has burst!
But the earnings tell a very different story: revenue surged 378% year over year, gross margin hit 85%, the company repurchased $5 billion worth of shares in a single quarter, and data center business grew 61% quarter over quarter.
An 8-for-1 stock split is coming on November 19, bringing the nominal post-split price to around $107 and lowering the barrier to entry for retail investors. The shareholder base could be reshaped.
Bulls vs. bears:
✅ Bull case: AI storage demand remains strong, near-term supply is tight, buyers have stepped in at $800–$820, and institutional price targets are above $2,000.
❌ Bear case: NAND supply may ease in the second half of next year, the downtrend remains intact, a stock split is just a numbers game, and volatility could increase.
A storage leader with an 85% gross margin has plunged 60%—is this the final panic-driven drop, or has the cycle peaked?
⚠️ For market discussion only; not investment advice!
Your take: Will you wait for the split to take effect and see what happens, or take a small position now to test the waters?
#加密美股齐跌，下轮反弹的驱动力在哪？ #闪迪 #SNDK $SNDKB $NVDAB $METAB