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#Gate股票畅聊季 #美股财报季 Unboxing SanDisk: What kind of company is SanDisk, really?

SanDisk: The storage cycle and AI tailwinds behind an 85% gross marginAs demand for AI computing power explodes, storage chips are becoming a new growth engine.
SanDisk delivered an “outrageous” set of results for the first quarter of fiscal 2027: revenue of $11.03B, up 378% year over year; gross margin reached 85.1%, even surpassing NVIDIA’s 75% for the same period.
The results not only stunned the market, but also put this once-veteran storage company in the spotlight in the AI storage race.

I. Key financial resul
NVDA-7.05%
SK Hynix-9.45%
SKHY-11.79%
SKHYV-0.98%
MU-13.21%
Will the owner eventually abandon the puppy????
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🔴 Why are U.S. stocks falling today?
Pressure on U.S. markets is coming from several factors at the same time:
▪️ Declines in technology and AI stocks, amid growing concerns about massive spending on data centers and infrastructure
▪️ Qualcomm shares fell about 10% after its mobile chip sales forecast came in weaker than expected, adding pressure on the semiconductor sector
▪️ Political and regulatory concerns following the results of the U.S. midterm elections, and their potential impact on data center projects and AI expansion
▪️ Ongoing inflation concerns due to geopolitical tensions that
QCOM-11.87%
🚨 $287 MILLION IN CRYPTO LONGS LIQUIDATED IN JUST 1 HOUR!
📉 Leveraged bullish traders are facing massive losses as market volatility triggers a wave of forced liquidations.🔻
$COHR SHORT SETUP — BEARS TAKING CONTROL!

$COHR is down 7.74%, breaking below key support as aggressive selling continues.

Entry: 183.46
SL: 190.50

TP1: 180.17
TP2: 177.50
TP3: 175.42
Extended Target: 172.00

The chart shows clear lower highs and strong bearish momentum. Buyers failed to defend the 189.65 area, opening the door for another move toward 180.17. A breakdown below that level could accelerate selling.

Invalidation: Sustained recovery above 190.50 weakens the bearish setup.
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COHR-0.15%
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📢 Signal Card Repost | BullishBanter
• Asset: $APP short • Time: Not specified • Entry: 336 • Targets: 320 / 300 / 275 • Stop-loss: 360
Come to think of it, I reposted this person's $CAP trade earlier today, and now they're at it again—truly diligent 👀
As usual, a disclaimer: I just repost and share the trades. Whether to follow and how much to put in is up to you all—you're responsible for your own gains and losses.
Shared as a personal record; not investment advice. #SpaceX teams up with Qualcomm to build a 5G network in the US
APP+32.47%
CAP+8.34%
QCOM-11.87%
$CLANKER I bought the dip all the way down at 15.5 and sold at 18.6, only for it to surge to 27.1—the missed gains hurt more than a loss.
The night before last, I watched the market as $CLANKER hovered around 15.5 for ages. Its 24h low was 15.51. When I saw trading volume suddenly surge, I got nervous and placed an order at 15.8, entering with a 30% position. I thought: it’s already fallen so much, and rising volume means buyers are stepping in. Half an hour after I got in, it climbed to 17. I was thrilled, thinking I’d bought the bottom.
The problem came the next day. When I woke up, it had
CLANKER-1.33%
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How the hell does everyone have flights, hotels, travel, and a sex life?
Meanwhile, I’m curled up in a dark corner, losing money, jerking off, and crying????
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Evening Market Latest Update
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LIVE3,223
📢 Signal card | Reposted from KOL channel BullishBanter
- Asset: $XPD long - Time: not specified - Entry: 1050 - Targets: 1080 / 1130 / 1180 - Stop-loss: 940
Come to think of it, sis just reposted this channel's $APP trade earlier today (11-05), and here they are again—working as diligently as if rushing to turn in homework 😂
Same old rule: sis is only reposting it faithfully and does not guarantee the signal's quality. Whether to follow and how much to put in are up to you all—after all, it's your account, someone else's keyboard 👀
Personal record shared; not investment advice. #ModernaQ
XPD+0.03%
APP+32.47%
Shared my Sorsa Score for the first time!
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📡 Signal card | Bit_Guru just posted a new order; sis is reposting it verbatim:
Asset: $BARD Short entry: 0.1138 Stop-loss: 0.1154 Targets: 0.1098 / 0.1074
Speaking of which, I reposted one of his $1000PEPE trades earlier today, and here’s another one—he’s certainly keeping up the pace 👀
Let me make this clear upfront: sis is only reposting. Use your own judgment to verify the signals. Whether to follow and how much to invest are entirely your own decisions. Don’t risk your life savings trying to catch a falling knife~
For personal record-keeping and sharing only; not investment advice. #I
BARD-1.24%
IREN-15.64%
$EWY SHORT SETUP — SELLERS IN CONTROL!

$EWY is down 5.64%, with strong selling pressure pushing price toward fresh lows. The bearish structure remains intact, and another breakdown could extend the decline.

Entry: 146.14
SL: 148.60

TP1: 145.39
TP2: 144.50
TP3: 143.87
Final Target: 142.00

Sellers continue to dominate as price forms lower highs and lower lows. The weak rebound near 145.39 suggests buyers are struggling to regain control, keeping the downside scenario in focus.

Invalidation: A sustained recovery above 148.60 weakens the bearish setup.
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EWY-0.49%
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BTC, Ethereum, and almost every other coin have crashed badly!
Now, take a closer look at the tweet I retweeted and read it carefully.
Yesterday, when the entire market was bullish and 100% of people were expecting another pump, I clearly said:
Stay ready for the second scenario.
Not even 22 hours have passed, and look what happened!
Insiders? Man, they must be sitting right in my pocket!
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$1.2 TRUMP, still waiting for the dinner to save it?

From $75 to $1.2, down 98%. The Democrats took both chambers in the midterm elections, and the investigation hammer is already raised. It fell another 13%-22% in 24 hours—RSI is in oversold territory, and a dinner for top holders is scheduled for November 22. Is this the final leg down, or a bull trap before the dinner?

First, the surface view: Have the bad catalysts been priced in? No, they’re only just getting started.

ATH: $75, now $1.2. Down 98%. Down 28% for the week and 40% for the month. Market cap is down to $347 million, but 24-h
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BTC-0.67%
ETH-1.26%
TRUMP-0.95%
Have to give OpenAI credit for knowing which way the wind is blowing.
It just announced an electricity-related initiative, proposing that AI data centers cover the costs of their own power use and grid construction.
It even said that in the future, data centers should not just be power consumers, but should also proactively give up some of their power during peak demand.
Although it remains unclear how this will be implemented in practice, their stance—and the timing of the announcement—are both quite telling.
After all, since this U.S. midterm election, local opposition to AI data center cons
Tesla down. Microsoft up 6-7%. Mariano: "It's a flip. There's a little bit of flows based on administration." The AI trade is being replaced by the administration trade — and a rebalancing exercise has started. Watch at 24:16 in today's video
#Stocks #Tesla #Microsoft #Crypto #Trading
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TSLA-9.48%
MSFT-2.81%
Some NEW @GoatFunded RULES UPDATE
❌ Copy trading rule has been REMOVED
✅ Minimum holding time lowered from 2 minutes to 1
✅BALANCE Based drawdown
✅ No consistency rule
Get funded 👉
Note: Note: Before you get any prop account, carefully read their rules properly
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