The Analysts

@flyingwhale919

@flyingwhale919 · Fri, Aug 14

flyingwhale-飞鲸投资笔记@flyingwhale919
$SNDK 在8月13日的投资者日会议上的发言内容令人振奋，尤其是下面这张图我认为是精华所在。公司给出的FY28到FY30 的中长期目标，营收增长应该在15%-18%CAGR，更令人惊叹的是non-gaap的gross margin在80%，显然从FY28
21d agoview on X ↗media on X

tweeted Fri, Aug 14 · counted from Mon, Aug 17 close

Read as

Long SNDK · High confidence

Confidence

High0.95

Counted from

Mon, Aug 17 · market close

Rank since this call

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Leaderboard position per scored day — never a price chart. Other calls were active in this window; no single call is credited.

Active call · day 20 · fades out by Sep 25