---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/43140146.md"
description: "$Sandisk(SNDK.US)Hello everyone!The plot that has unfolded in the market these past few days is incredibly dramatic. Let's take a look at these three events:1. Wall Street capital is hunting Korean retail investors. SK Hynix's earnings report missed expectations due to annual fixed pricing for HBM. The information that HBM's gross margin is significantly lower than that of general-purpose storage products was explicitly stated during Micron Technology's earnings call. This is an open secret, known long ago; the question is, where did this expectation come from? It's as obvious as Sima Zhao's ambition.2. Everyone is concerned why Kioxia's earnings and outlook are identical, with no beat. This suggests that both the outlook and market expectations were priced too high. There is a huge gap between SanDisk's earnings outlook on April 30 and Kioxia's outlook on May 15. Bain Capital, the largest shareholder, cleared all its Kioxia shares in early July. Are these coincidences?3. Leopold, the 24-year-old "AI Prophet" once hailed by Silicon Valley, saw his positions wiped out overnight. With peak profits of 439%, he was forcibly liquidated within three days by Goldman Sachs, Morgan Stanley, and Bank of America. His $45 billion position was sold off cheaply to Citadel. More dramatically, on the very same day Citadel took over these positions, the stocks collectively rebounded by 15% to 29%. This series of operations has been questioned by some netizens as a carefully designed harvest.These three events, along with a series of performances by investment banks and certain institutions spreading rumors about rate hikes, are not isolated incidents. They indicate a collective hunt meticulously planned by Wall Street. SanDisk is Leopold's second-largest holding, and some media reports have incorrect data.This is roughly what happened and the reasons behind SanDisk's stock price plunge!Let's talk about SanDisk's earnings after the market close on Wednesday. I have recalculated, and it will far exceed SanDisk's outlook of $33. This is certain. The calculation logic and data are sound. When I originally calculated, Kioxia's previous earnings report had not yet been released. I had already calculated it in previous articles, and I still believe it remains that figure. Due to Kioxia's earnings, conservatively speaking, it should be between $40-$50. I still believe it will not fall below $45. We will verify this in a few days."
datetime: "2026-08-02T01:20:24.000Z"
locales:
  - [en](https://longbridge.com/en/topics/43140146.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/43140146.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/43140146.md)
author: "[昆仑山岩石](https://longbridge.com/en/profiles/15670421.md)"
---

# $Sandisk(SNDK.US)Hello everyone!The plot that has …


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## Comments (22)

- **昆仑山岩石 · 2026-08-05T10:47:07.000Z · 👍 1**: $Sandisk(SNDK.US) The mid-term trend is bullish!Hello everyone! It's already the eve of the earnings report. Beating expectations significantly is an open secret, and a positive outlook is also clear. How the market reacts after a sharp drop is subtle, so it's hard to say whether it will go up or do
- **做梦都想赚到十万美金 · 2026-08-03T14:30:55.000Z**: StockPro, is A-share GigaDevice still here? The drop over the past two days has really shaken my faith.
- **p元帅（坐杀博徒版） · 2026-08-03T11:31:33.000Z**: StockPro, is A-share GigaDevice still here? The drop over the past two days has shaken my faith a bit.
  - **超级无敌涨停板** (2026-08-03T16:22:55.000Z): I've already cut my losses on GigaDevice; A-shares cannot be compared to US stocks, as the latter is a purely fraudulent market.
- **coolllate · 2026-08-03T02:50:55.000Z**: StockPro really has it tough, I'm with you. hbf won't move until mass production!
- **coolllate · 2026-08-03T02:49:53.000Z**: 45 is too low, 50 would be more in line with expectations
- **镰刀资本 · 2026-08-02T12:43:42.000Z**: Even if the dynamic PE corresponding to 45 is 6.7, it's not undervalued; you still need to look at the guidance.
- **光辉万丈 · 2026-08-02T03:33:39.000Z**: StockPro👍👍👍👍👍🌹🌹🌹🌹🌹
- **金渐层铲屎官 · 2026-08-02T03:17:55.000Z · 👍 1**: What indicator is 33? 🫣
  - **白桃酥** (2026-08-02T11:12:38.000Z): Earnings Per Share
- **物极必反 · 2026-08-02T02:41:10.000Z · 👍 4**: Does Rock Brother still maintain the judgment of EPS $200-220 for the calendar year 2026?
  - **昆仑山岩石** (2026-08-02T03:25:54.000Z): Short-term stock prices have no relation to performance. I maintain my fundamental assessment unchanged, especially given the huge upside potential for memory chip earnings, driven by demand growth in
  - **ai大牛市** (2026-08-02T11:34:26.000Z): Pan Jiancheng said that starting in August, verarubin will pull goods. SSDs are extremely scarce, and the shortage will be even more severe in the fourth quarter.Based on his information, a valuation 
- **无人扶我美利坚 · 2026-08-02T02:05:13.000Z**: Zeng Bo said SanDisk's stock price will reach 500-700
  - **樾然的交易员** (2026-08-02T06:17:12.000Z): If he could really predict it accurately, would he tell you? 😏
  - **苟迪200不能再多了** (2026-08-02T06:33:35.000Z): Yes, just short it.
  - **Nagai_Kei** (2026-08-03T00:30:13.000Z): When has Zeng Bo ever been accurate?
- **一起赚票票的Leo · 2026-08-02T01:28:55.000Z**: Major hot money brokerages also ran away this time
  - **新用户_NvnR5u′:冫** (2026-08-03T22:30:15.000Z): !
- **留在牌桌就还有机会 · 2026-08-02T01:23:07.000Z**: Should I stay out of the market and wait for earnings?
  - **昆仑山岩石** (2026-08-02T01:24:36.000Z): I never comment on trading operations, only on fundamentals.Sorry!