### @SNDK — Confirmed — from the quarterly filing and the earnings release; the inflection wording is the CEO's
Look, you know, under the renamed segments — Datacenter, Edge and Consumer — datacenter was $1,467 million, about 25% of total, up 645% year over year on the new-framework comparison; the press release frames it 'up 233%.' Edge $3,663 million, up 295%. Consumer $820 million, up 44%. Quite frankly, the CEO calls it a fundamental inflection point with a deliberate mix shift toward higher-value customers — that's his characterization, the numbers behind it are segment growth and pricing, not a claim the filings verify on their own. A year ago datacenter was $197 million. We'll see how it tracks.
- tier: Confirmed (✓)
- source: SNDK / Data center, up sharply - and the inflection framing
- receipt: https://ticker.thevixguy.com/p/p-day-20260714-sndk-src-sndk-datacenter-inflection-ingest
- posted: 2026-07-14T14:59:10.471Z