Primer: Munters (MTRS SS) - Oct 2025
Munters is a global leader in energy-efficient climate solutions, strategically positioned to benefit from secular megatrends such as...
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Why HBM is the Hottest Thing in Memory
Micron's earnings is just a rehash of what I already talked about. Memory pricing increase is driven by HBM shifting the mix of investment there,...
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Quiddity Leaderboard SE600 Jun 24: Potential ADDs Could Continue to Outperform Potential DELs
The Top 10 potential ADDs have strongly outperformed the Top 7 potential DELs in the last 1-month, 3-month, and 1-year periods. I expect this trend...
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Quiddity Leaderboard SE600 Mar 24: 7 Changes Likely; Expected ADDs Could Outperform Expected DELs
My latest estimate for one-way flow is US$95mn. The expected ADDs have strong positive momentum while the expected DELs have strong negative momentum.
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