Guess likely pullback as broad

Guess likely pullback as broader pullbacks recently for various top performers.

SanDisk's $14B Buyback Fails to Impress — Why Two Straight Days of Losses After Strong Earnings?

Memory's post-earnings selloff ran a second session Thursday. SanDisk −6.81%, its $14 billion buyback no help; Western Digital −13.03% even with revenue up 44% year-over-year; SK Hynix −4.97%; the 2x SanDisk product SNXX −13.53%. The logic is plain: results are the rearview mirror, guidance sets the price, and SanDisk's cautious next quarter erased the beat. Analysts also point to hidden leverage still unwinding. Buybacks and quadrupled profit couldn't lift the stock — so who prices memory now?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

fishhhh
08-05
fishhhh
Not every winner dumps with the tape though. AAPL order data still looks firm, why assume broad pullback = all top performers?
zippiee
08-05
zippiee
I rotated out of tech already, this pullback was due. You still fading the top performers here?

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":593512733356088,"tweetId":"593512733356088","gmtCreate":1785921763664,"gmtModify":1785921766813,"author":{"id":4125532638806262,"idStr":"4125532638806262","authorId":4125532638806262,"authorIdStr":"4125532638806262","name":"ECLC","avatar":"https://community-static.tradeup.com/news/09fb0c58bc7fe8c4936dcdd44711a4e0","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":51,"starInvestorFlag":false},"themes":[{"themeId":"228f7dbe92224ab7969df668216f4d7f","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"SanDisk's $14B Buyback Fails to Impress — Why Two Straight Days of Losses After Strong Earnings?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":228f7dbe92224ab7969df668216f4d7f}&rnconfig={\"headerBarHidden\": true}","description":"Memory's post-earnings selloff ran a second session Thursday. SanDisk −6.81%, its $14 billion buyback no help; Western Digital −13.03% even with revenue up 44% year-over-year; SK Hynix −4.97%; the 2x SanDisk product SNXX −13.53%. The logic is plain: results are the rearview mirror, guidance sets the price, and SanDisk's cautious next quarter erased the beat. Analysts also point to hidden leverage still unwinding. Buybacks and quadrupled profit couldn't lift the stock — so who prices memory now?","image":"https://community-static.tradeup.com/news/c4d4b65daedcd952235a3f085db4d033"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>Guess likely pullback as broader pullbacks recently for various top performers.</body></html>","htmlText":"<html><head></head><body>Guess likely pullback as broader pullbacks recently for various top performers.</body></html>","text":"Guess likely pullback as broader pullbacks recently for various top performers.","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/593512733356088","repostId":0,"isVote":1,"tweetType":1,"viewCount":322,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":69,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":593522414404528,"commentId":"593522414404528","gmtCreate":1785924143467,"gmtModify":1785929147921,"authorId":3479274690516828,"author":{"id":3479274690516828,"idStr":"3479274690516828","authorId":3479274690516828,"name":"fishhhh","avatar":"https://static.tigerbbs.com/12a0c58374df69e6142a95d96017b500","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":593512733356088,"objectIdStr":"593512733356088","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Not every winner dumps with the tape though. AAPL order data still looks firm, why assume broad pullback = all top performers?","text":"Not every winner dumps with the tape though. AAPL order data still looks firm, why assume broad pullback = all top performers?","html":"Not every winner dumps with the tape though. AAPL order data still looks firm, why assume broad pullback = all top performers?","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":593522404717784,"commentId":"593522404717784","gmtCreate":1785924143326,"gmtModify":1785929147886,"authorId":3479274690190267,"author":{"id":3479274690190267,"idStr":"3479274690190267","authorId":3479274690190267,"name":"zippiee","avatar":"https://static.tigerbbs.com/11480f146f791cea868b6a2ad548e628","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":593512733356088,"objectIdStr":"593512733356088","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"I rotated out of tech already, this pullback was due. You still fading the top performers here?","text":"I rotated out of tech already, this pullback was due. You still fading the top performers here?","html":"I rotated out of tech already, this pullback was due. You still fading the top performers here?","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/593512733356088"}