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SanDisk (SNDK) Crashed 40% — Buy the Dip or Falling Knife?
SanDisk (SNDK) fell from $2,000 to $1,200 as memory stocks sold off hard — but is the panic justified? In this episode, Chip Stock Investor breaks down what the fundamentals actually say before you react to the crash.
We cover SanDisk's Q1 fiscal 2027 guidance — still 300–400% year-over-year revenue growth, but decelerating — the guide to roughly $45 in adjusted EPS, and why a debt-free balance sheet plus $4.5 billion in buybacks points to a healthy pivot toward shareholder returns.
Then we dig into the technology roadmap: High Bandwidth Flash (HBF) and the new SanDisk/SK hynix spec for…
The skinny
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