Calls
1
u/MaterialGuy007
Reddit r/wallstreetbets
Win Rate
0.0%
return
-0.2%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Short
Sep 18
$1795.00
-0.2%
The author argues that about 80% of SanDisk's revenue comes from outside the US, based on a geographic revenue table showing China 22.2%, Hong Kong 25.3%, Rest of Asia 22.8%, Americas 21.1% and EMEA 8.6%. The implied mechanism is that non-US revenue concentration exposes the company to geopolitical or tariff-related risk that could impair results. No specific catalyst or timeframe is given beyond the revenue mix itself.
AI Memory
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u/MaterialGuy007 has 1 trade ideas tracked on Buzzberg across 1 tickers since September 2026. Most covered: SNDK.
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