Equity/Index & Cross Asset Volatility Specialist, Cameron Design

Jay Cameron

Equity/Index & Cross Asset Volatility Specialist

Cameron Design

We specialize in financial products and volatility. Our strategies balance speed, data, and risk control to capture opportunities across global markets. Our research leverages AI and data analytics to continuously refine our algorithms and adapt to evolving market dynamics.

Event-Driven

<ul>
<li>A once-again 'Young Stock' with massive liquidity is set to challenge traditional entry rules, leveraging a recent precedent to secure a spot in the benchmark index.</li>
<li>The committee's focus remains on raising the index's liquidity floor, resulting in a systemic removal of legacy constituents from various industrial sectors.</li>
<li>Sector balance is another priority, driving the modernization of segments and correcting lopsided underrepresentation of Japanese sectors on the index.</li>
</ul>


A once-again 'Young Stock' with massive liquidity is set to challenge traditional entry rules, leveraging a recent precedent to secure a spot in the benchmark index.
The committee's focus remains on raising the index's liquidity floor, resulting in a systemic removal of legacy constituents from various industrial sectors.
Sector balance is another priority, driving the modernization of segments and correcting lopsided underrepresentation of Japanese sectors on the index.


2026 NK 225 Reconstitution Forecast: Kioxia’s "Young Stock" Ascendance & The Legacy Materials Purge

Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Index Rebalance

<ul>
<li>The Nikkei 225 data observation period is coming to a close. There aren't many trading days left. Recent moves have meant some changes in rankings. </li>
<li>However, I still see TWO ADDs and TWO DELs. There is one cap as of now and another is but 5% away from seeing a $3.2bn sell. </li>
<li>I see nearly $5.2bn of value to trade as of now. A 5% relative move by one stock in the next 18 days would make that $11.4bn.</li>
</ul>


The Nikkei 225 data observation period is coming to a close. There aren't many trading days left. Recent moves have meant some changes in rankings. 
However, I still see TWO ADDs and TWO DELs. There is one cap as of now and another is but 5% away from seeing a $3.2bn sell. 
I see nearly $5.2bn of value to trade as of now. A 5% relative move by one stock in the next 18 days would make that $11.4bn.


[Quiddity Index] Nikkei 225 Mar26 Rebal - 2 ADDs (3rd Poss?), 2 DELs (One New), 1 CAP, Another Close

Japanese Equity Specialist, Ortus Advisors

Andrew Jackson

Japanese Equity Specialist

Ortus Advisors

Equity Bottom-Up

<ul>
<li>Big gains for Sandisk, WD and Seagate. Watch the JP memory supply chain including Kioxia, and Kokusai Elec. </li>
<li>China slapping rare earth export controls on Japan's military heightens tensions and will push defense names higher. Also watch Toyo Engineering for a knee-jerk higher  </li>
<li>Solid prelim numbers from Microchip sets a good tone for the likes of Rohm and Renesas</li>
</ul>


Big gains for Sandisk, WD and Seagate. Watch the JP memory supply chain including Kioxia, and Kokusai Elec. 
China slapping rare earth export controls on Japan's military heightens tensions and will push defense names higher. Also watch Toyo Engineering for a knee-jerk higher  
Solid prelim numbers from Microchip sets a good tone for the likes of Rohm and Renesas


Memory Names Surge Higher as Jensen Huang Calls It An "Unserved Market" On AI Demand Growth

Weekly podcast series by SemiWiki.com, SemiWiki.com

SemiWiki.com

Weekly podcast series by SemiWiki.com

Semiconductor Insiders: A weekly podcast series by SemiWiki.com, the open forum for semiconductor professionals.

<ul>
<li>Kyopsia (formerly Toshiba Memory division) invented NAND flash in 1987 and introduced 3D memory in 2007</li>
<li>3D memory, specifically BIX flash, has increased aerial density and reduced intracell interference</li>
<li>BIX flash technology has enabled stacking memory cells in the vertical direction, increasing density</li>
</ul>
<p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.</em></p>


Kyopsia (formerly Toshiba Memory division) invented NAND flash in 1987 and introduced 3D memory in 2007
3D memory, specifically BIX flash, has increased aerial density and reduced intracell interference
BIX flash technology has enabled stacking memory cells in the vertical direction, increasing density

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Podcast EP325: How KIOXIA is Revolutionizing NAND FLASH Memory

Equity Derivatives

<ul>
<li>Kioxia is positioned as a key player in "Inference at Scale" within the AI infrastructure ecosystem, leveraging its proprietary, power-efficient CMOS directly Bonded to Array (CBA) NAND flash technology.</li>
<li>Exceptional market performance has been driven by AI-centric SSD demand, leading to a 540% return in 2025 and a strong operating profit recovery.</li>
<li>Key requirements being checked off and high trading volumes position Kioxia as a possible candidate for potential future inclusion in the Nikkei 225 index.</li>
</ul>


Kioxia is positioned as a key player in "Inference at Scale" within the AI infrastructure ecosystem, leveraging its proprietary, power-efficient CMOS directly Bonded to Array (CBA) NAND flash technology.
Exceptional market performance has been driven by AI-centric SSD demand, leading to a 540% return in 2025 and a strong operating profit recovery.
Key requirements being checked off and high trading volumes position Kioxia as a possible candidate for potential future inclusion in the Nikkei 225 index.


Kioxia’s AI Rebirth: CBA Technology and the Nikkei 225 Question

Japan

Kioxia Holdings Corporation manufactures semiconductor memory products. The Company develops, produces, and sells flash memory cards, solid state drives, secure digital memory cards, and other products. Kioxia Holdings also operates group management strategy formulation and management.

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Kioxia Holdings (285A JP)

2026 NK 225 Reconstitution Forecast: Kioxia’s "Young Stock" Ascendance & The Legacy Materials Purge

A new 'Young Stock' with high liquidity challenges entry rules, as index committee focuses on raising liquidity floor and balancing sectors.

Jay Cameron

[Quiddity Index] Nikkei 225 Mar26 Rebal - 2 ADDs (3rd Poss?), 2 DELs (One New), 1 CAP, Another Close

The recent interest and move higher in metals means a change in expected Nikkei 225 DELETE. And the recent move higher in USDJPY and earnings means...

Travis Lundy

Memory Names Surge Higher as Jensen Huang Calls It An "Unserved Market" On AI Demand Growth

Rising tensions in Asia drive gains for tech companies like Sandisk and Seagate, while strong preliminary numbers from Microchip bode well for the...

Andrew Jackson

Podcast EP325: How KIOXIA is Revolutionizing NAND FLASH Memory

The speaker discusses their experience at Toshiba's Kyopsia division, highlighting the development and advancements in 3D NAND flash technology,...

SemiWiki.com

Kioxia’s AI Rebirth: CBA Technology and the Nikkei 225 Question

Kioxia's innovative technology and strong market performance in AI-centric SSDs position it as a potential candidate for inclusion in the Nikkei...

Jay Cameron

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

2026 NK 225 Reconstitution Forecast: Kioxia’s "Young Stock" Ascendance & The Legacy Materials Purge

​A new 'Young Stock' with high liquidity challenges entry rules, as index committee focuses on raising liquidity floor and balancing sectors.

Jay Cameron

[Quiddity Index] Nikkei 225 Mar26 Rebal - 2 ADDs (3rd Poss?), 2 DELs (One New), 1 CAP, Another Close

The recent interest and move higher in metals means a change in expected Nikkei 225 DELETE. And the recent move higher in USDJPY and earnings means...

Travis Lundy

Memory Names Surge Higher as Jensen Huang Calls It An "Unserved Market" On AI Demand Growth

​Rising tensions in Asia drive gains for tech companies like Sandisk and Seagate, while strong preliminary numbers from Microchip bode well for the...

Andrew Jackson

Podcast EP325: How KIOXIA is Revolutionizing NAND FLASH Memory

The speaker discusses their experience at Toshiba's Kyopsia division, highlighting the development and advancements in 3D NAND flash technology,...

SemiWiki.com

Kioxia’s AI Rebirth: CBA Technology and the Nikkei 225 Question

​Kioxia's innovative technology and strong market performance in AI-centric SSDs position it as a potential candidate for inclusion in the Nikkei...

Jay Cameron

A new 'Young Stock' with high liquidity challenges entry rules, as index committee focuses on raising liquidity floor and balancing sectors.

Rising tensions in Asia drive gains for tech companies like Sandisk and Seagate, while strong preliminary numbers from Microchip bode well for the...

Kioxia's innovative technology and strong market performance in AI-centric SSDs position it as a potential candidate for inclusion in the Nikkei...