Possible scenario
Valuation Reset
20% Chance
Public-market investors push back on the proposed valuation, arguing that NAND remains cyclical despite AI-driven eSSD demand. Solidigm and SK hynix still pursue a listing, but the transaction is resized or delayed to avoid a weak debut.
Secondary impacts
- Technology -0.7%
- Finance -0.2%
Tickers
- MU-1.6%
Portfolio impact
S&P 500-0.4%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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