$SanDisk Corp.(SNDK)$ $Micron

$SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ From the SNDK earnings call — they mentioned demand from customers is growing faster than supply. They expect bids to stay on allocation beyond calendar year 2027. For the first quarter of fiscal 2027, they guided revenue between 10.3 and $10.8 billion, with sequential growth driven by both bid growth and higher pricing.

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