Did the net cash from operating activities of Sandisk for the quarter ended October 2, 2026 come to at or above 77.0% of its revenue?
Divide the net cash from operating activities by the revenue that Sandisk reports for the quarter ended October 2, 2026 in its 10-Q or 10-K filing on SEC EDGAR. The answer is yes if the ratio is at or above 77.0%; no if it is below 77.0%.
If the source is late or silent: If Sandisk has not filed by November 18, 2026, or a filing restates a period the rule reads, the test is inconclusive, and the Result says what was read and what was missing.
If no
Supply catches up
No: costs, inventory build, or weaker collections pull the ratio below 77 percent.
If yes
Scarcity holds through 2027
Yes: strong memory pricing and collections keep operating cash flow at 77 percent of revenue or higher.
50%
NoYes
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— You
— CallOct 22
— Machines3 models
— Readersshows from 5
The trail · since Oct 22
the Call 49, recorded Oct 22machines 3 runsreaders show from 5
The case · 8 people · 2 minutes
Supply catches up2 people argue noScarcity holds through 20276 people argue yes
When memory and semiconductor prices rise significantly above cost due to supply constraints, economic incentives drive multiple paths to increased supply, eventually breaking the cycle and reducing margins.
The demand-supply imbalance in HBM memory creates a classical Economics 101 scenario where constrained supply meets accelerating demand. Customers requesting 5x–6x more capacity than current expansion plans can supply creates a pricing lever that…
What would change the Call
A shift in product mix, a one time charge, or a reclassified cash flow line would move the ratio.
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The thesis
Will memory makers keep earning scarcity profits from AI demand through 2027?
Micron's revenue for the quarter ended September 3, 2026 was $54.2 billion, against $11.3 billion a year earlier. The tests read Micron's next quarter and Korea's chip exports, most of which are memory.