Weekly Update (AMS, LION, Tariffs)
This week the only thing that mattered was tariffs. In my recommendation update section, I will provide some commentary on which recommendations...
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Memory Monitor: Multiple Reports Indicate Rising NAND & DRAM Prices
​Micron and SK Hynix lead rebound in key memory names, NAND flash prices expected to increase in 2H25E, favoring long positions in SK Hynix and...
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Upcoming Spin-Offs: Key Details
So far in 2025, there have been 5 new US spin-off announcements. Meanwhile 3 new spin-offs have started trading. Spin-off stock performance was...
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Weekly Update (CON, UNTC, KVUE, TSVT)
First, I sold out of Kenvue (KVUE) when the stock surged earlier this week. We locked in a nice 18% total return. Kenvue and its consumer...
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Weekly Update (IDT, RHLD, SNRE, SNDK)
There were no new spin-off announcements this week. The Middleby Corporation (MIDD)Â announced its plan to spin off its food processing business on...
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