Letters by company

Kioxia Holdings Corporation/ADR

1 letter discussing KXIAY. Everything written about it on this site is on its ticker page.

Bristlemoon Capital Making sense of Sandisk’s long-term financial model Sandisk’s long-term model is challenged as its proposed margin and growth assumptions appear to require pricing near New Business Model floors. Bristlemoon argues that NAND supply discipline and incremental AI-storage demand may avert oversupply, but models severe downside if contracts fail or capacity expands aggressively. Q3 2026 SNDK $227B