Did the gross profit of Sandisk for the quarter ended October 2, 2026 come to at or above 86.0% of its revenue?
Divide the gross profit 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 86.0%; no if it is below 86.0%.
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
The buildout overshoots demand
Yes if memory pricing strengthens further, pushing the margin above the roughly 85 percent rate seen the prior quarter.
If yes
Supply constraints keep prices from collapsing
No if the margin holds near or below its recent level, keeping it under 86 percent.
50%
NoYes
No position, no money. The crowd, the Call and the machines appear after you lock your number.
— You
— CallOct 22
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— Readersshows from 5
The trail · since Oct 22
the Call 24, recorded Oct 22machines 2 runsreaders show from 5
The case · 5 people · 2 minutes
The buildout overshoots demand4 people argue noSupply constraints keep prices from collapsing1 people argue yes
Like the fiber optic buildout of the late 1990s, where multiplexing improvements caused capacity to exceed demand despite strong underlying demand growth, innovations in compute technology will generate such rapid supply expansion that prices and…
Ankur Crawford argues that if there were an infinite supply of chips, people and power, the market would already be in overcapacity because everyone would build as fast as they wanted; instead, the shortage of chips, workers like plumbers and…
What would change the Call
The gross profit and revenue figures in Sandisk's 10-Q or 10-K for the quarter ended October 2, 2026 would move the call.
The Call · Thesis 38 · Supply constraints keep prices from collapsing
The house leans to "Supply constraints keep prices from collapsing".