Big Crash! Do Not Sell Before Watching Amazon Intel Sandisk Micron Stocks $SNDK $MU $AMZN $INTC
1 extracted signal · 0 resolved · 1 still active
Bera FinanceIndependent analyst profile- Source published
- 30 Oct 2026, 01:39 UTC
- Recorded by Tahlil Plus
- 30 Oct 2026, 03:06 UTC
AI-generated source summary
The market is experiencing a significant sell-off, with major tech stocks like Amazon, Microsoft, and Nvidia showing weakness. Despite strong earnings from some companies like Sandisk and Amazon's AWS showing robust growth (39% YoY revenue growth, $46.0B revenue, $17.8B operating income, $184B annualized run rate, and a 13.9% operating margin), the stock prices have declined. This disconnect between fundamental performance and market reaction suggests that fear and positioning are driving the sell-off rather than a fundamental decline in demand. For Sandisk, a strong earnings report with $11.0B in revenue (a 23% QoQ and 378% YoY beat) and $49.51 EPS (vs. $46.22 expected) was met with a sharp 22% drop due to lowered guidance ($15B-$16B Q4 revenue vs. $17B expected). The data center segment is growing strong at 78% for Amazon, but PC markets are down 12%. The core issue appears to be memory shortages, leading to higher costs for cloud providers like Amazon, who are paying premium rates. The market is pricing in a potential 'reset' rather than a 'top', with the key risk being cloud spending cuts. However, strong demand and short supply in memory components suggest underlying strength. For Sandisk, holding above $1,330 is a bullish signal, while Micron breaking below $900 could indicate further downside. Amazon's cloud spending and AWS growth remain strong, suggesting resilience.
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Bera Finance
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