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Deep & Emerging Tech·August 5, 2026·1 min read

Sandisk reports Q4 revenue up 372% YoY to $8.97B, vs. $8.48B est., and forecasts Q1 revenue below estimates; SNDK drops 5%+ after hours

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Sandisk’s 372% YoY jump to $8.97B and a 5%+ stock drop on softer guidance is the classic cyclicals story—markets are already looking past the peak. If you’re buying storage or negotiating long-term supply, this kind of volatility is leverage to push for better pricing and flexibility.