Investors should watch for near-term downside volatility in SanDisk shares, as the market largely priced in its aggressive earnings beat and strong forward guidance. Long-term investors can view any post-earnings pullback in SanDisk as an opportunity to buy into its massive $93.9 billion data center pipeline and multi-year growth story. Capitalize on SanDisk's aggressive capital return strategy, backed by a newly authorized $14 billion share repurchase program. Traders should monitor Palantir (PLTR) for its historical post-earnings sell-off pattern to find a better entry window during the week following its report. Avoid making any immediate trades on Google (GOOGL), as current discussions lack fundamental catalysts or actionable price targets.

SanDisk (NAND)

• SanDisk reported fiscal fourth-quarter 2026 results with revenue coming in at $8.97 billion, beating consensus estimates of $8.48 billion and above guidance of $7.75 to $8.25 billion
• Non-GAAP gross margin reached 84.6%, and non-GAAP earnings per share (EPS) came in at $39.25 (beating the expected $30 to $33 range)
• Guidance for the first quarter of fiscal 2027 revenue was set at $10.3 billion to $10.8 billion, with expected non-GAAP EPS between $44 and $46
• Data center revenue reached $2.98 billion, up 103% sequentially, and now represents 38% of the company's portfolio (up from 12% a year ago)
• The company announced New Business Models (NBMs) with eight strategic data center and edge customers, representing a minimum of $93.9 billion in expected revenue under floor pricing, with a weighted average duration of over four years
• SanDisk authorized an additional $14 billion share repurchase program, bringing total remaining authorization to $15.5 billion
• The host expressed a bearish near-term view on the stock post-earnings, noting that despite beating headline numbers, the guidance and magnitude of the beat were largely expected by the market, leading to a potential pullback or short opportunity

Takeaways

• Watch for potential volatility and downside pressure on SanDisk shares in the immediate aftermath of earnings, as the market may have already priced in aggressive growth expectations
• Long-term investors should monitor the execution of the multi-year NBM contracts and the ongoing shift toward AI data center demand, which provides multi-year revenue visibility

Palantir (PLTR)

• Mentioned that Palantir's stock frequently experiences a sell-off or "dumps" following its quarterly earnings reports for about a week before stabilizing

Takeaways

• Investors looking to buy Palantir (PLTR) might look for post-earnings weakness as a potential entry window, given its historical pattern of short-term pullbacks after reporting earnings

Google (GOOGL)

• Mentioned in the context of high-level engineering talent management, with the host joking about moving the stock price through social media posts

Takeaways

• No direct, actionable price targets or fundamental recommendations were provided for Google (GOOGL) during the discussion