🐦 推特SerenityV1 · 实盘没法做把握 8/10
北京时间·🕒 发布 05-01 04:58:40时区推断·⟳ 抓取 06-03 19:00:02回填·⚡ 决策 06-17 05:30:24·132.5 天前
推特热传SNDK（SanDisk）夸张财报数据，但标的已退市且数据疑似造假
📄 原文Serenity↗ 原文
$SNDK earnings are just way too good... Q3 earnings: Revenue: $5.95B vs. ~$4.7B (252% Y/Y growth, 26% beat) EPS: $23.41…
不做 SNDK.US
SNDK（SanDisk）已于2016年被西部数据（WDC）收购并退市，当前美股不存在该独立交易代码（WDC分拆的闪存业务尚未以SNDK代码独立上市）。此外，推文中所列的财报数据（单季营收59.5亿美元、EPS 23.41美元）严重脱离存储芯片行业实际，疑似AI幻觉或恶搞钓鱼帖。标的无法交易且信息不可信。
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$SNDK earnings are just way too good...
Q3 earnings:
Revenue: $5.95B vs. ~$4.7B (252% Y/Y growth, 26% beat)
EPS: $23.41 vs. ~$14.5 (62% beat)
Gross Margin: ~78.4% vs. 67.3% (+1,110 bps vs. Est.)
Q4 2024 projections:
Revenue: $7.75B-$8.25B vs. ~$6.5B (23% above estimates)
EPS: $30-33 vs. ~$23 (37.0% above estimates)
Memory companies (disclosure I do own Sandisk) are a bit easier to price in ahead of time vs. names like $RDDT (off of traffic data).
Just purely from third party stuff like NAND price hike reports... so all the repricing does happen ahead of time, not on actual earnings.
Regardless, this is formal confirmation that memory companies are going brrr...
Astronomical earnings from memory players and they'll likely keep marching upward over this year.
Q3 earnings:
Revenue: $5.95B vs. ~$4.7B (252% Y/Y growth, 26% beat)
EPS: $23.41 vs. ~$14.5 (62% beat)
Gross Margin: ~78.4% vs. 67.3% (+1,110 bps vs. Est.)
Q4 2024 projections:
Revenue: $7.75B-$8.25B vs. ~$6.5B (23% above estimates)
EPS: $30-33 vs. ~$23 (37.0% above estimates)
Memory companies (disclosure I do own Sandisk) are a bit easier to price in ahead of time vs. names like $RDDT (off of traffic data).
Just purely from third party stuff like NAND price hike reports... so all the repricing does happen ahead of time, not on actual earnings.
Regardless, this is formal confirmation that memory companies are going brrr...
Astronomical earnings from memory players and they'll likely keep marching upward over this year.
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