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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Hoya (7741) | A Visionary Company with a Blurry Future
We like Hoya long-term, but see a lack of catalysts and an expensive valuation as working against the stock in the short-term
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WDC: An HDD or an SSD Company?
WDC's flash revenues, have slipped below its HDD revenues, but should regain the top spot soon, and to remain there. Why is that, and how will...
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Does Seagate Even HAVE a Direction?
Is Seagate a good investment? Given the decline of the HDD market, and the rise of SSDs, the company's position is far weaker than that of its...
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SK Hynix Conference Call Today: Kioxia IPO in 2H & Plan to Sell 31% After IPO
This post briefly summarizes the Hynix conference call today about Kioxia IPO and its plan to sell the Kioxia stake after IPO.
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