Did the net cash from operating activities of Sandisk for the quarter ended October 2, 2026 come to at or above 68.0% 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 68.0%; no if it is below 68.0%.
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
Expects yes if memory prices crash: scarcity-driven stockpiling inflates demand until capacity catches up and margins reverse hard.
If yes
Supply constraints keep prices from collapsing
Expects no price crash: shortages of chips, workers and power keep constraining supply, so prices and this cash ratio hold up.
50%
NoYes
No position, no money. The crowd, the Call and the machines appear after you lock your number.
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— CallOct 22
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The trail · since Oct 22
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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 net cash from operations and revenue figures Sandisk reports for the quarter ended October 2, 2026 in its SEC filing.
The Call · Thesis 38 · Supply constraints keep prices from collapsing
The house leans to "Supply constraints keep prices from collapsing".