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Regarding SanDisk, the underlying fundamentals remain unchanged. Its $93.9 billion in long-term contracts provide strong revenue visibility for the years ahead, and the longer-term price targets from investors still look reasonable. However, the short-term picture is different. The stock had rallied too aggressively, prompting profit-taking, while sentiment across the tech sector cooled and its latest guidance came in below expctations. #WalshPolicyFramework #AIShiftsToSoftware