Added to YB: 2026-02-27
Pitch date: 2026-02-25
SNDK [neutral]
Sandisk Corporation
+0.95%
current return
Author Info
No bio for this author
Company Info
Sandisk Corporation develops, manufactures, and sells data storage devices and solutions using NAND flash technology in the United States, Europe, the Middle East, Africa, Asia, and internationally.
Market Cap
$94.2B
Pitch Price
$645.74
Price Target
N/A
Dividend
N/A
EV/EBITDA
66.37
P/E
-89.25
EV/Sales
10.47
Sector
Technology Hardware, Storage and Peripherals
Category
growth
I'm shorting your short-selling report on San Disk from the short-selling firm 'Champs-Élysées Research'
SNDK (short the short): Citron's report misreads Samsung's 50% gross margin rule as price war—actually implies price floor via production discipline, not market share grab. WDC's $3.17B share sale is debt-for-equity swap financial engineering, not insider panic. AI datacenter demand real: Q2 FY26 datacenter rev +76% YoY, 51.1% gross margin. Short-term WDC selling pressure creates entry opportunity before fundamentals reassert.
Read full article (4 min)