Feed ExplorerNo empty talk. After paying off the debt, the first pot of gold earned was spent on a $6 billion stock buyback. There's also no need to spend huge new funds on building factories because Japan's counter-cyclical wafer fab is already completed, and mass shipments haven't started yet. In short, just by raising prices, they're already making a killing.
No need to spend money on building factories, continue to steadily raise prices every quarter and month to improve gross margins. Plus, there's the ramp-up of new wafer fab capacity for mass shipments or HBF production. Also, no matter how high the stock price gets, a split is inevitable. A high price with a low share count leaves no reason not to split; it's just a matter of when. I don't see where the hype about memory concepts is either. It's all extremely low P/E ratios, extremely high revenue and gross margins, and the stock price already discounts concerns about the cycle theory (if there was a market-wide consensus that the cycle theory was wrong, it definitely wouldn't be at this price).
Can't think of how to lose, in what way to lose, and if a company like this can lose, can't think of who could possibly win 😃
SanDisk's stock price rose to a high of 1600+
It can be said that there was absolutely no factor of HBF involved
It was purely due to tight supply and demand in storage
SanDisk most likely doesn't want the stock price to deviate too far from reality
So it has been developing quietly and steadily, step by step
Not long ago, SanDisk's earnings report didn't mention HBF at all
It only discussed various matters within the reporting period
Very pragmatic
If SanDisk were to fully expose the HBF technology now
While also educating the public on how amazing HBF is
And then set the tone that SanDisk is becoming the definer and leader of future storage
Even if there is no HBF inventory available now
SanDisk's stock price could immediately break through 2000
But that would be a bubble
The stock price would be detached from concrete reality
SanDisk doesn't want to see that situation
SanDisk certainly hopes the stock price keeps rising
But each increase should be based on facts that have already happened
Not like the internet bubble era
"Storytelling"
Therefore, SanDisk is a company that extremely values R&D and doesn't boast
SanDisk's charm has only just revealed the tip of the iceberg
Those people shouting "peak" would realize how foolish they are, if they knew even a little about hardware
$Sandisk(SNDK.US)$Tradr 2X Long Sndk Daily ETF(SNXX.US)
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