注册并分享邀请链接,可获得视频播放与邀请奖励。

Trade Whisperer
@TradexWhisperer
Published $MU Bargain Thesis at $62. $PLTR $21. $RKLB $10. $SNDK $214. Memory Engineer. Data Scientist. Founder of Blue Pink Candles. Masters 🎓 @UofIllinois
加入 February 2012
148 正在关注    143.6K 粉丝
$SNDK Everything here is screaming re-rate and a structural shift in the business model. Sandisk CFO Luis Visoso at the 2026 Investor Day: "We expect to return 100 percent of excess cash to our shareholders after investing in the business. Our confidence in the sustainability of the model comes from our multi-year NBMs that are based on intimate relationships with our customers and grounded in innovation and collaboration.” "Sandisk has signed NBMs with eight customers, representing approximately two-thirds of bits in FY2028. These agreements support more predictable revenue streams, improved cash flow visibility, and durable earnings growth, further positioning Sandisk to deliver sustainable value for customers and shareholders."
显示更多
0
16
242
12
转发到社区