Earnings Report: How AI is Driving a 500% Profit Surge for SanDisk | Q2 FY26
Автор: Fundamental Deep Dive
Загружено: 2026-01-29
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[00:00:00] Introduction to SanDisk's Redemption
[00:01:14] Independence from Western Digital
[00:04:06] Kioxia Partnership & Flash Ventures
[00:06:23] Q2 Financial Performance Analysis
[00:10:15] Operating Leverage & Margin Growth
[00:12:13] Data Center & AI Infrastructure
[00:15:35] Edge Market & Supply Shortages
[00:18:55] Rebranding to SanDisk Optimus
[00:19:50] Q3 Forecast & Profit Projections
[00:22:44] Market Risks & Future Outlook
#SanDisk #AVGO #Investing #AI #Semiconductors #EarningsReport #HockTan #Broadcom #DataCenter #TechStocks #Finance #CustomSilicon #FreeCashFlow #StockMarket #TechAnalysis
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