[Sandisk's guidance miss](https://www.marketwatch.com/story/sandisk-is-falling-after-earnings-heres-what-wall-street-says-591537ec?mod=mw_rss_topstories) after reporting looks like a demand story. It's not. The forensic red flag is the timing: guidance cuts *after* earnings typically signal that inventory markdowns weren't fully absorbed in the quarter being reported.

Research these companies