$Sandisk(SNDK.US) There's some unfavorable news. The spending of the four major players is slowing down, and the long-term contracts for storage are all with Samsung, SK Hynix, and Kioxia. SanDisk's market share will be squeezed. Now we just don't know what SanDisk's guidance is like. Good earnings are a given, but if the guidance is bad, even great earnings won't help.
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