Memory Revenue Growth: Where Is the Peak?
​Memory prices have skyrocketed, with DRAM/NAND prices increasing by 80% in 1Q26 and 60% in 2Q. AI-HBM growth on track, but sharp price hikes are...
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Technology -Transforming Asset Allocation Decision Making
Technology can transform institutional asset allocation. - Consolidation of strategic and tactical opportunity sets, embed your own regime view and...
725 Views
Internet of Things Will Change the World (Part 5) - Korea; What's In the Cloud?
Internet of Things will Change the World. This is part 5 of our series. The focus of this report is the cloud service industry in Korea....
380 Views
What's the Market Pricing In:Â Apple Vs. Amazon
This report serves two purposes. One is to screen large cap, non-financial US stocks for those that might be worth buying or shorting. The second...
421 Views
[Quiddity Index] Nasdaq 100 Consultation Concluded - Low Float Names In, But Lower Weight, TEAM Out?
The Nasdaq 100 consultation result is published. Most proposed changes are adopted without modification. Fast entry timing is adjusted based on...
444 Views