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Non-Tech : Kirk's Market Thoughts
COHR 229.31+3.1%Feb 3 3:59 PM EST
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To: y2kate who wrote (27194)1/29/2026 4:19:12 PM
From: Elroy1 Recommendation

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Kirk ©

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SNDK just reported EPS of $6.20, and is guiding next quarter to $12.00-14.00.

Yowza!

One would think with this demand and growth they're going to beat their own guidance, so perhaps they're going to do $70.00 EPS In 2026?

PE is 8x off of that?

I wonder if one of the AI cloud hyperscalers might buy SNDK to have the captive memory supply?

WDC span them off about a year ago at about $25. $625 after hours.

Kwazy
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