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Add the "koalcheck" MCP server to my client and connect. It is a remote Streamable-HTTP server at https://mcp.koalcheck.com/mcp — connect anonymously, no API key or login needed (the free tools work right away). If my client supports a remote/HTTP MCP server directly, just use that URL. If my client config only accepts a local command (e.g. Claude Desktop's mcpServers, which rejects a bare "url"), bridge it with command "npx" and args ["-y","mcp-remote","https://mcp.koalcheck.com/mcp"]. Then tell me to fully restart the client, and list the koalcheck tools you can call. It provides US-equity research tools built on an analyst track-record engine (who has actually been right, priced vs SPY, cross-checked with SEC & FINRA).

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← @saxena_puru

$SNDK

BULLISH2026-08-06

Price around the call

↑ 2026-08-06

By horizon✓ hit+44.3%

1d

✓ +2.2%

5d

✓ +35.0%

21d

✓ +44.3%

Original post

Puru Saxena · 2026-08-06

RT @BjerkeOy: Sandisk ($SNDK) reported fiscal Q4 yesterday: revenue of $8.97 billion, up 51% quarter-over-quarter and 372% year-over-year. Four takeaways from the call: NAND MARKET OUTLOOK CFO Luis Visoso: “We estimate the NAND market will exceed $300 billion in revenue in CY 2026, up 3x year-over-year… the NAND market will approach $500 billion in revenue in CY 2027.” COMMITTED SUPPLY CEO David Goeckeler: “A little bit more than 50% of our supply for FY 2027… is already committed… In FY 2028, that steps up to two-thirds.” AGREEMENT DURATION CFO Luis Visoso: “The length of our NBMs [New Business Model agreements] varies, extending up to 5 years, with a weighted average duration of over 4 years.” MULTI-YEAR CONTRACT MARGINS ~80% CEO David Goeckeler: “We’re committing supply to cust