$Sandisk(SNDK.US)
Sandisk is basically getting the earnings reaction it deserved a week later based on updates at their event.- Guiding for Mid-to-high teens revenue growth- 80% non-GAAP gross margins- 50% adjusted free cash flow margins- Returning 100% of excess cash to shareholders- HBF could materially reduce GPU requirements for AI inference- 8x capex efficiency: 1 HBF GPU ran the same model that required 8 HBM GPUs- 2x GPU efficiency: 4 HBF GPUs matched the token output of 8 HBM GPUsWonder if the sell side is gonna raise their targets back to $3000 now 😂Source: amit
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