Guess likely pullback as broad

Guess likely pullback as broader pullbacks recently for various top performers.

SanDisk Revenue Quadruples Yet Drops 5% — One Guidance Line to Blame?

SanDisk −5.40% Wednesday, another −7.58% after hours. FY26 Q4 revenue and profit both beat, profit up nearly fourfold, plus a $14 billion buyback — then FY27 Q1 guidance missed and undid the whole print. Western Digital: revenue $3.75 billion, +44% year-over-year, still −11.66% after hours. SK Hynix −2.17%, SOXS +6.50%. Kioxia has authorized up to ¥800 billion against a 50% shareholder-return target — Korea's leveraged bull giving way to a buyback bull. Peak results, guidance already bending: bounce or reversal?

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Comments

fishhhh
08-05 18:02
fishhhh
Not every winner dumps with the tape though. AAPL order data still looks firm, why assume broad pullback = all top performers?
zippiee
08-05 18:02
zippiee
I rotated out of tech already, this pullback was due. You still fading the top performers here?

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