In today’s post:
🤨 84.6% Margins. Stock Fell.
🤨 84.6% Margins. Stock Fell.
Sandisk $SNDK ( ▼ 3.68% ) just printed one of the fattest gross margins in semiconductor history and got punished for it.
Is this the top of another NAND cycle, or did Q4 turn Sandisk into a different kind of company?
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