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...
1.3k Views
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...
664 Views
Weekly Update (IDT, RHLD, SNRE, SNDK)
There were no new spin-off announcements this week. The Middleby Corporation (MIDD) announced its plan to spin off its food processing business on...
356 Views
Weekly Update (MIDD, SNDK, RHLD, SNRE)
On Monday, Western Digital (WDC) spun off its NAND flash business, Sandisk (SNDK). On Friday, CompoSecure (CMPO) spun off its management...
398 Views
[Quiddity Index Feb25] S&P500/600 Mar25 Rebal: Still the Same Characters
The S&P500 is tough to predict (more often than not) because they pick from two pools, and use discretion. The "usual suspects" from last month are...
604 Views