SanDisk: Good Numbers Are Not Enough
Even for AI high-flyers, it is not easy right now to meet investors’ high expectations. Sometimes, even top-notch quarterly results, such as those SanDisk recently delivered, are not enough. The storage solutions specialist reported revenue of USD 8.97 billion for the past three months. This not only exceeded the consensus estimate of USD 8.4 billion but was also significantly higher than the previous quarter. And the bottom line was also well above what analysts had expected. Earnings per share came in at USD 39.25, compared to expectations of a maximum of USD 34.96.
However, SanDisk’s stock fell by as much as 8% in after-hours trading. Investors were disappointed by the company’s outlook for the current first quarter of fiscal year 2027. SanDisk expects revenue of between USD 10.3 billion and USD 10.8 billion for the current quarter. Earnings per share are projected to range from USD 44.00 to USD 46.00. Analysts, however, had hoped for revenue of more than USD 11 billion. At the moment, however, many investors and professional observers are focusing much more closely on revenue when it comes to AI beneficiaries. Revenue is generally viewed as an indicator of future demand and price trends in the NAND business. In this respect, the hurdles for AI companies on Wall Street appear to be significantly higher.
In general, the market is currently extremely volatile. This poses a significant problem for investors. Traders, in turn, are currently taking the risk of being caught off guard in the very short term. Therefore, this stock is best suited for risk-aware speculators.
Miivo AI: Small and Fast
Artificial intelligence is on everyone’s lips. Hyperscalers are investing hundreds of billions of dollars this year alone to establish themselves at the forefront of the AI race. But to generate substantial economic value from AI, the technology ultimately needs to be integrated into businesses. That is where intelligent systems can make a real difference—improving efficiency, reducing costs, and increasing revenue.
This is precisely the area in which Miivo AI specializes. The Canadian company positions itself as an AI SaaS provider. Essentially, it is applying the established and successful business model of traditional software companies to the field of artificial intelligence.
Miivo aims to help companies automate their business processes, with a particular focus on small and medium-sized businesses (SMBs). This is a segment that is often underserved by industry giants such as Oracle, SAP, and Salesforce. Miivo AI can help these smaller businesses address challenges such as skilled-labour shortages and high personnel costs. Importantly, Miivo AI can help its customers gain operational visibility without a lengthy onboarding process. Its offering includes core tools providing real-time data on customer activity, financials, and key operational metrics. In addition, customers can monitor online reviews and social-media activity across platforms such as Google Reviews, Instagram, and Reddit, including automatically generated response drafts. This can relieve employees of standardized, repetitive tasks.
On the stock market, Miivo AI remains largely under the radar of many investors. The company currently has a market capitalization of only around CAD 17 million. After a sharp rise at the beginning of the year, the shares have pulled back significantly in recent months. Investors looking to get in early on this still-undiscovered company could potentially use the correction as an entry opportunity.
Samsung Electronics: Record Profit Jump
Samsung Electronics is one of the biggest beneficiaries of the AI boom. The South Korean company released its figures for the past quarter at the end of July and reported record results. Revenue rose by about 28% to the equivalent of roughly USD 119 billion. Net income even saw a 52% increase, reaching USD 49.8 billion. The Device Solutions division (semiconductors & memory) remains the cornerstone of this growth. Driven by the expansion of AI server infrastructures, DRAM and NAND memory (particularly server SSDs) posted record sales amid significantly higher prices. Shipments of HBM (High Bandwidth Memory) also rose sharply.
Despite the strong figures, the market reacted more or less neutrally to the results. Even the outlook failed to help. Samsung continues to expect strong sales growth for the next generation of memory (HBM4), which is projected to account for over 60% of total HBM revenue in the future.
In terms of valuation, the stock is difficult to pin down. Samsung Electronics is currently valued at around USD 686 billion. If you extrapolate the net income from the past quarter to a full-year basis, you arrive at nearly USD 200 billion in profit for this fiscal year. Some Korean analysts had also projected this target. This would put the P/E ratio below 4. However, the low valuation can be misleading. As soon as operating growth no longer maintains its current momentum, a significant correction could set in quickly.
Samsung Electronics is one of the biggest beneficiaries of the AI boom thanks to its memory-chip business. Its valuation is significantly lower than that of many AI stocks on Wall Street. Miivo AI brings AI to small and medium-sized businesses (SMBs), enabling them to automate business processes. The stock remains something of a hidden gem. SanDisk is generating enormous profits, but the market currently expects even more. The shares have recently been heavily sold off and remain highly volatile.
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