Sandisk investor day projections seem a bit rich to me & others I talk to who are better at model...
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Note: AI-generated summary based on third-party content. Not financial advice. Read more.
Quick Insights
- The author expresses skepticism regarding Sandisk investor day projections, considering them overly optimistic based on financial modeling.
- The author's personal bull case modeled an 18TB attach rate that exceeds the company's predictions.
- The author views 4-year long-term projections as speculative due to disagreements on the speed and magnitude of flash offload adoption in AI inference.
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