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SanDisk's earnings report is about to be revealed! Brother 800: The real test has arrived, and I still have confidence in storage chips! Tonight, the US stock market storage chip giant SanDisk (SNDK) is about to face an important exam—the Q1 earnings report for fiscal year 2027! Why has Brother 800 been paying close attention to SanDisk? Because I believe that the AI era requires not only powerful computing power but also massive data storage. Nvidia provides computing power, and storage companies provide data infrastructure; both tracks offer long-term investment opportunities worth studying. Let's first look at SanDisk's performance last quarter: revenue reached $8.965 billion, a 51% quarter-over-quarter increase, non-GAAP gross margin reached 84.6%, and non-GAAP earnings per share were $39.25. Such growth speed is indeed impressive! What’s even more noteworthy is that SanDisk's management previously gave a revenue guidance for this quarter as high as $10.3 billion to $10.8 billion, with non-GAAP earnings per share expected to reach $44 to $46. What does this mean? If the final results meet expectations, SanDisk's profitability will be validated once again. I believe the biggest focus for the future storage industry is whether AI data center demand can continue to grow and whether NAND flash prices can be maintained at favorable levels. Of course, I also want to remind everyone that the stock market does not always rise just because the performance is good. The market often trades expectations in advance, and even if the earnings exceed expectations, the stock price may pull back due to high valuation. But Brother 800's view has not changed: I still have confidence in the AI industry chain and still have confidence in competitive storage chips