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Bram de Haas on Muck Rack

Bram de Haas

Verified
Nijmegen
As seen in: Seeking Alpha, MSN, Yahoo Finance, Substack, Nasdaq, NewsBreak, GuruFocus, Libsyn
Ex-poker pro / Founder Starshot Capital / Write The Special Situation Report / Interview pm's, execs, experts and analysts at The SSCR: bit.ly/3bbQjuL
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Articles

Sandisk: Why The Run-Up May Not Be Over

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By Bram de Haas Verified
| Seeking Alpha
Jul 06, 2026, 4:34 PM ET, , , , , , , , , , , , , , , Summary I see Sandisk Corporation as still offering upside, driven by robust AI datacenter buildout and favorable long-term contracts. SNDK benefits from geopolitical tailwinds, hyperscaler demand, and innovations like high-bandwidth flash that could de-commoditize NAND. Bear risks remain: cyclicality, potential global NAND oversupply, and Apple possibly legitimizing Chinese DRAM suppliers.
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Micron: AI Momentum Keeps The Bull Case Intact

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By Bram de Haas Verified
| Seeking Alpha
Jun 30, 2026, 5:37 AM ET, Summary Micron (MU) remains a beneficiary of sustained AI-driven memory demand, though valuation is less compelling after a significant run-up. Current memory shortages are expected to persist, with hyperscalers and AI adoption driving robust demand and long-term contracts reducing near-term risk. MU trades at 12x–14x 2030 EPS estimates, with buybacks prioritized to return capital; cyclical risks and innovation-driven disruption remain key considerations.
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XFLT: A 23% NAV Discount, But Downside Remains Too Probable

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By Bram de Haas Verified
| Seeking Alpha
Jun 18, 2026, 11:30 AM ET, , , , , , , , , , , , , , , , , Summary XAI Octagon Floating Rate & Alternative Income Term Trust now trades at a 23% NAV discount, far wider than peers like ECC. XFLT’s 39.7% leverage, heavy CLO equity exposure, and recent distribution cuts highlight its vulnerability to adverse macro shocks. While management touts leverage as accretive, XFLT pays out more than it earns, raising sustainability questions despite the high yield.
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