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Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk is seeing intense volatility as investors weigh blowout quarterly earnings and a massive buyback authorization against forward revenue guidance that fell slightly short of lofty analyst expectations. The community is sharply divided, with many bulls dismissing the sell-off as market manipulation or a temporary shakeout of weak hands, while others argue that the stock's massive year-to-date run has already priced in perfection.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded by Keyvan Mohajer, Majid Seyed Emami and James M. Hom on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI is generating significant buzz ahead of its upcoming earnings report, with the community highly focused on the potential for a massive short squeeze given its high short interest. Investors are debating the company's ability to demonstrate enterprise growth and scaling through its OASYS platform while navigating the pending acquisition of LivePerson.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovin is facing significant downward pressure as investors react to BofAs report suggesting softer e-commerce growth metrics, leading to community debate over whether the sell-off is a fundamental shift or a temporary, manipulated overreaction. Many market participants are actively discussing the stock's long-term potential as a cash-generating machine, with some aggressively adding to positions on the dip while others remain cautious regarding technical support levels.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQ is trending due to the completion of its SkyWater Technology acquisition, a strategic move aimed at vertical integration and securing a domestic supply chain for quantum chip manufacturing. The community is actively debating the company's long-term commercial potential and valuation versus the risks of share dilution and the need for consistent, organic revenue growth.

Redwire Corp. engages in the development and provision of space and defense technologies and mission-critical solutions for government, commercial, and civil customers. Its offerings include spacecraft platforms, space infrastructure, avionics, sensors and payloads, power generation systems, radio frequency systems, microgravity research and manufacturing technologies, autonomous systems, optical sensors, and digital engineering solutions. The company was founded in 2020 and is headquartered in Jacksonville, FL.

Redwire Corporation

Redwire Corp

Redwire Corporation is drawing investor interest ahead of its quarterly earnings release, with shareholders closely monitoring the company's backlog growth, recent defense contract wins, and its improving liquidity position. The community is actively debating the stock's potential for a significant turnaround, balancing concerns about historical earnings volatility against optimism regarding the company's expanding role in critical space infrastructure.

Western Digital Corp. engages in the development, manufacture, marketing, and sale of data storage devices and solutions. The company was founded by Alvin B. Phillips in 1970 and is headquartered in San Jose, CA.

Western Digital Corp.

Western Digital shares are facing a sharp selloff driven by broader sector-wide profit-taking and investor skepticism regarding the sustainability of current AI infrastructure spending levels. While the community remains divided, many active traders are debating whether this volatility represents a temporary reset or a structural shift in the memory cycle, with frequent discussions centered on institutional manipulation versus fundamental demand.

Figma, Inc. is an AI-powered digital design and product development platform. The firm offers tools for teams to collaborate on the entire lifecycle of software creation. Its products include FigJam, Figma Slides, Figma Design, Figma Draw, Dev Mode, Figma Sites, Figma Buzz and Figma Make. The company was founded by Dylan Joseph Field and Evan Darrow Wallace in 2012 and is headquartered in San Francisco, CA.

Figma Inc. - Ordinary Shares - Class A

Figma

Figma is experiencing significant volatility following a beat-and-raise earnings report, as investors debate the sustainability of its growth metrics against broader software sector headwinds. The community is actively split, with bulls pointing to the company's strong AI adoption and revenue momentum as a potential catalyst for a short squeeze, while bears remain focused on valuation concerns and the impact of upcoming share lock-up expirations.

Fluence Energy, Inc. engages in energy storage products and services, and artificial intelligence-enabled digital applications for renewables and storage. Its storage includes Smartstack, Gridstack Pro, Grisdtack, and Ultrastack. The company was founded on June 21, 2021, and is headquartered in Arlington, VA.

Fluence Energy Inc - Ordinary Shares - Class A

Fluence Energy is facing sharp volatility following a missed earnings report, where significant revenue and margin pressure led to a guidance cut despite the company maintaining a record multi-billion dollar backlog. Community sentiment is deeply divided between long-term investors pointing to the firm's massive AI data center potential and frustrated traders reacting to execution delays and recent price declines.

Joby Aviation, Inc. is a transportation company, which engages in developing an all-electric, vertical take-off and landing aircraft that intends to operate as a commercial passenger aircraft. The company was founded by Bevirt Joebenn in 2009 and is headquartered in Santa Cruz, CA.

Joby Aviation Inc

Joby Aviation is trending as investors react to a new strategic partnership with Travis Kalanick's Atoms to develop U.S. vertiport infrastructure, while the community intensely debates the company's progress toward FAA type certification and upcoming H2 2026 commercial milestones. While some traders are focused on short-term volatility and potential short-squeeze dynamics, many others are emphasizing the long-term potential of the firm's partnerships with Toyota, Delta, and Uber as proof of its leadership in the nascent urban air mobility sector.

e.l.f. Beauty, Inc. is a holding company, which engages in the provision of inclusive, accessible, clean, vegan and cruelty free cosmetics and skin care products. The company focuses on the e-commerce, national retailers and international business channels. Its brands include elf, elf skin, naturium, well people, and keys soulcare. The company was founded in 2004 and is headquartered in Oakland, CA.

e.l.f. Beauty Inc

e.l.f. Beauty is trending as investors weigh strong consumer demand and growth from the Rhode acquisition against margin pressures and economic headwinds. The community is actively debating whether the stock is undervalued after recent volatility or if macro risks and increased operational costs will continue to drive price swings.

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SNDK dropped after reporting a double-beat fourth quarter (EPS $39.25 vs $34.51 est; revenue $8.97B vs $8.39B est) and raising Q1 guidance ($10.3-10.8B revenue, $44-46 EPS), but the stock sold off in a 'sell the news' pattern as expectations were already elevated and the market reacted negatively despite strong fundamentals. The decline mirrors recent semiconductor earnings reactions, including AMD and Western Digital, where positive results were not enough to sustain gains.

Sandisk Reports Fiscal Fourth Quarter 2026 Financial Results

Sandisk Corporation (Nasdaq: SNDK) today reported fiscal fourth quarter financial results. "We closed fiscal 2026 with a leading technology portfolio, established datacenter as a key growth pillar, and deepened our customer partnerships," said David Goeckeler, Chairman and Chief Executive Officer...

Notable Wednesday Option Activity: SNDK, DAL, EXPE

Among the underlying components of the S&P 500 index, we saw noteworthy options trading volume today in SanDisk Corp (Symbol: SNDK), where a total of 113,998 contracts have traded so far, representing approximately 11.4 million underlying shares. That amounts to about 69.6...

Citadel Soars 6% In July Thanks To Situational Awareness Firesale Liquidation

Citadel Soars 6% In July Thanks To Situational Awareness Firesale Liquidation

 Some have speculated that one of the most proximal catalysts behind the collapse of Leopold Aschenbrenner's $45 billion and epically misnamed Situational Awareness hedge fund, besides his use of batshit...

Micron Slips 9% in a Month: Is This the Right Time to Buy MU Stock?

Micron's 9.4% monthly slide contrasts with surging AI memory demand, sold-out 2026 HBM output, soaring profits and a discounted valuation.

SanDisk Options Price 16.1% Swing On Earnings: Here's What History Shows

SanDisk options price a 16% earnings move as Wall Street expects explosive EPS and revenue growth. Here's what history says could come next.read more...

Futures Hit New Record High On Strong Earnings Following Historic Call Buying Frenzy

Futures Hit New Record High On Strong Earnings Following Historic Call Buying Frenzy

 S&P 500 futures are up following yesterday's first ATH since June; both tech and small caps are lagging, pointing to another potential broadening. A jump in US tech stocks is holding too, with...

Top Wall Street Forecasters Revamp Sandisk Expectations Ahead Of Q4 Earnings

Sandisk Corporation (NASDAQ: SNDK) will release Q4 earnings on Aug. 5, with expected EPS of $34.45 and revenue of $8.39B. Analysts have positive ratings.read more...

Sandisk Stock Rally Hits the Brakes As Traders Lock in Gains Before Earnings

Sandisk (SNDK) dips premarket ahead of Q4 earnings. Wall Street expects big EPS growth. Here are key technicals and earnings estimates.read more...

Stock Market Today: S&P 500, Dow Futures Gain After Scott Bessent Signals Strait of Hormuz Deal With Iran in SightAMD, SpaceX, SanDisk in Focus

Dow and S&P 500 indices hit new all-time highs, Treasury Sec. Bessent says Iran deal may reopen Strait of Hormuz.read more...

SNDK, SKHY Stocks Fall Premarket — Here's What Investors Are Tracking In The AI Memory Race 

Equity

Sandisk and Kioxia unveiled a 332-layer QLC 3D flash tech offering up to 60% greater bit density than their eighth-gen design.

$SNDK Q4 &#39;26 Earnings Results &amp; Recap

• Reported GAAP EPS of $46.96 up 29450.00% YoY
• Reported revenue of $8.96B up 371.59% YoY
• Sandisk Corporation expects first quarter 2027 revenue to be in the range of $10.30 billion to $10.80 billion, with expected Non-GAAP diluted net income per share of $44.00 to $46.00.

Stocktwits

 Q4 '26 Earnings Results & Recap

• Reported GAAP EPS of $46.96 up 29450.00% YoY
• Reported revenue of $8.96B up 371.59% YoY
• Sandisk Corporation expects first quarter 2027 revenue to be in the range of $10.30 billion to $10.80 billion, with expected Non-GAAP diluted net income per share of $44.00 to $46.00.

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$SNDK Q3 '26 Earnings Results & Recap

• Reported GAAP EPS of $24.43 up 283.27% YoY
• Reported revenue of $5.95B up 251.03% YoY
• Sandisk expects fourth quarter revenue to be in the range of $7.75 billion to $8.25 billion, with Non-GAAP diluted net income per share projected between $30.00 and $33.00.

https://files.quartr.com/streams/2026-08-05/029ea3b6-a4d4-4e62-b0cd-e8b96cd23564/1/live_transcript.jsonl?ref=U3RvY2t0d2l0cw==

SNDK  Earnings Call

Extremely Bullish Sentiment

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Memory stocks have been on an incredible run over the last year but many investors are wondering if there is still room to the upside. Are you still bullish? If so, let others know which you would still be buying right now and why.

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If yes, drop a comment with the ticker of the memory stock you would still buy today.

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Traders are struggling to explain why stock prices are falling immediately after the company delivered massive earnings beats.

Investors suspect algorithmic market makers are aggressively triggering stop losses to shake out retail holders before a reversal.

Bullish sentiment is focused on the massive 437% year-over-year datacenter revenue growth reported in the latest financial filing.

The stock is experiencing violent 50-point price swings as bears and bulls battle over conflicting momentum after the earnings release.

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