Quiddity Leaderboard NASDAQ 100 Jun26 Rebal: TWO Regular ADDs/DELs + ONE Intra-Review Change Coming
New methodology introduces quarterly constituent reviews alongside weight adjustments, but even before it takes effect, we expect one intra-review...
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[Quiddity Index] NASDAQ 100 Dec26 Rebal: Early Predictions & Potential Methodology Change
SpaceX is on the verge of filing its IPO paperwork, while Nasdaq has yet to announce the outcome of its February 2026 consultation on proposed...
478 Views
Reading Nvidia Through the Stack: Dell and CoreWeave Show Deployment Still Scaling
Concerns about Nvidia's rising inventories and record backlogs from Dell and CoreWeave suggest strong demand and growth potential in the AI market....
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US Index IPO Forecast - Mar26: 8 Additions Including Medline & BETA Technologies
MDLN is set to be the largest US IPO index addition in March with a $60bn market cap, while BETA and YSS are poised for significant September...
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CoreWeave Of Space
TL;DR: Completing a tender at $800B and guiding towards a reported $1.5T 2026 IPO, SpaceX is now positioning itself & Starlink as core...
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