My pick is C. Trade between -5

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Kentzw
10-30 15:31

My pick is C. Trade between -5% and +5%, with a slight bullish bias.

AI data-centre demand and stronger NAND pricing are positive catalysts for SanDisk. However, after the recent memory stock rally, some good news may already be priced in.

I’d watch gross margin guidance closely. Strong margins would suggest the NAND pricing cycle still has room to run. I’d remain bullish long term but avoid chasing the initial earnings reaction.

# Earning Season

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