I'm backing C, both of these will definitely exceed expectations! Don't just focus on who is stronger or weaker;… | Longbridge

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Aug 4 at 06:21 AM

I'm backing C, both of these will definitely exceed expectations! Don't just focus on who is stronger or weaker; the current logic is that AI servers are pulling up the entire storage pool. Whether it's NAND or HDD, as long as it's related to data centers, it's a massive windfall. The previous quarter's data has already verified the price increase trend, and this earnings season is likely to be a collective celebration. The main upward wave of the storage super-cycle has just begun, so don't get off the bus yet!@Hotspot君

Storage chips are selling like hotcakes! SanDisk vs. Western Digital, which one is tougher?

Last quarter, both companies delivered explosive results 📊: SanDisk's revenue surged by 251%, shattering EPS expectations; Western Digital's revenue grew 45% year-over-year, with gross margins breaking 50% for the first time in history. Storage stocks have been highly volatile recently, surging sharply and dropping just as decisively, with bullish and bearish sentiments clearly visible. One relies on flash memory, the other on hard drives, but both are betting on the same logic: AI servers competing for storage capacity. Now comes the suspense 👉: At 3 AM Beijing time on August 6, both companies will hold their earnings calls simultaneously, facing off directly. Will this earnings report prove the thesis or burst the bubble? We'll find out once and for all...

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