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Sandisk $41.6 bln in contracts now up against buyer-hedge test

Summary by ts2.tech
SAN FRANCISCO, July 15, 2026, 09:06 PDT Sandisk dropped 12.4% to $1,540.51 in early trade, falling more than Micron and Western Digital. April’s filing listed $41.6 billion in remaining performance obligations. Of that, 99% hadn’t been billed yet and 15% is set to book as revenue over the next 12 months. (SEC) CoreWeave has talked…
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ts2.tech broke the news on Wednesday, July 15, 2026.
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