### @SNDK — Confirmed — from the annual and quarterly filings
Look, you know, our filings show the concentration you're describing — top ten at 46% of revenue last quarter, up from 40% and 41% the two years before. Quite frankly, one customer over 10%, different one than a year ago, and we can't name any of them. It's the component supplier shape: revenue climbing while the buyer list narrows. We'll see how it tracks.
- tier: Confirmed (✓)
- source: SNDK / Concentration is rising, and the names stay hidden
- receipt: https://ticker.thevixguy.com/p/p-day-20260714-sndk-src-sndk-customer-concentration-conversation
- posted: 2026-07-14T02:22:53.322Z