---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/43040227.md"
description: "$Sandisk(SNDK.US) Honestly, I'm afraid to face next week's semiconductor earnings reports. No matter whether the earnings are good or bad, everything is falling. Cloud providers' excessive capital expenditures are causing declines, and since those expenditures went to semiconductors, semiconductors are falling too."
datetime: "2026-07-29T14:35:54.000Z"
locales:
  - [en](https://longbridge.com/en/topics/43040227.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/43040227.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/43040227.md)
author: "[托尼带飞](https://longbridge.com/en/profiles/14504605.md)"
---

# $Sandisk(SNDK.US) Honestly, I'm afraid to face nex…


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## Comments (2)

- **看我装糖阴他一手 · 2026-07-29T14:38:54.000Z · 👍 1**: Because capital expenditures have peaked, cloud providers' cash flows are turning negative. How can they continue to increase investment? With all expectations already priced in, isn't it just a run for the exits?
  - **托尼带飞** (2026-07-29T14:47:38.000Z): Makes sense.