285A.T Kioxia Holdings Corporation Loading... : Bullish and Bearish Analyst Opinions
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09:09
Jul 10
Jul 10
Author discloses a 10% current portfolio allocation to Kioxia ($285A), an active long position in the NAND flash memory manufacturer.
MED
10:30
Jul 04
Jul 04
Author holds a 10% position in Kioxia as part of a concentrated AI/semiconductor portfolio, indicating conviction in the name.
MED
06:41
Jul 03
Jul 03
Author holds 10% position in Kioxia, indicating moderate bullish conviction in the memory chip company.
MED
03:15
Jul 03
Jul 03
Watch these memory stocks as Kioxia's new AI flash chips could signal increased demand for NAND storage in data centers, benefiting the sector.
MED
21:47
Jun 29
Jun 29
The tweet humorously notes that NAND-based HBF memory offers no relief from the memory tax, explaining why SNDK and KIOXIA are surging due to severe NAND shortages.
LOW
13:43
Jun 27
Jun 27
The tweet lists memory supply-chain names without any position disclosure or forward-looking call, defaulting to watch.
LOW
06:14
Jun 26
Jun 26
Author questions whether NAND pure-plays could benefit if NAND demand becomes as constrained as DRAM, but uses hedged language and asks a question rather than taking a position.
LOW
00:33
Jun 25
Jun 25
The tweet announces KIOXIA is now available for trading with leverage, but the author provides no personal position or directional view.
LOW
00:32
Jun 25
Jun 25
Watch memory peers as direct beneficiaries of structural price floors and multi-year take-or-pay contracts.
MED
00:22
Jun 25
Jun 25
Kioxia shares surged as much as 15 percent following a strong earnings report from Micron Technology.
23:32
Jun 24
Jun 24
Watch memory peers as NAND pricing and enterprise SSD demand rise on AI context-store workloads, supported by Micron’s FQ3 beat and tight supply through 2027.
MED
23:32
Jun 24
Jun 24
The author provides a detailed read-through analysis of Micron's earnings call for memory peers and semicon equipment suppliers but does not state a personal position, defaulting all tickers to watch.
05:05
Jun 24
Jun 24
Executive pay at Japanese flash memory maker Kioxia Holdings surged, reflecting runaway global demand for AI-related chips.
09:04
Jun 19
Jun 19
Author criticizes Bernstein's bearish call on Kioxia as wrong, citing the stock's rally as a lesson to ignore institutional reports, but does not state a personal position.
LOW
18:36
Jun 15
Jun 15
Author explicitly states they own positions in multiple memory-related names, endorsing them as current holdings in response to a direct question about preferred names.
10:35
Jun 15
Jun 15
Watch Kioxia as a Japanese AI name that may face short-term pressure from a potential BOJ rate hike, but longer-term fundamentals remain unchanged.
MED
10:31
Jun 15
Jun 15
Long Kioxia (285A) as NAND supercycle accelerates with +100% monthly gain, record margins, AI-driven demand exceeding supply by 2027, and a catalyst from US listing.
HIGH
06:15
Jun 15
Jun 15
Buy Kioxia: massive earnings beat with 84.5% revenue growth and 318% operating profit growth from pure ASP expansion; $56B market cap discount to SanDisk; ADS listing expected to close gap.
HIGH
03:01
Jun 15
Jun 15
Watch Kioxia as it becomes Japan's largest company by market cap, driven by AI chip demand, but no explicit position is stated.
MED
01:07
Jun 15
Jun 15
Monitor these memory/semi tickers as a research basket; no explicit position from the author, default watch.
MED
07:30
Jun 13
Jun 13
The author explicitly states memory is the only sector with unmatched risk/reward and that they would deploy fresh capital into these specific names, making it a clear bullish call.
17:46
Jun 12
Jun 12
Author cryptically suggests Kioxia holds strategic leverage in the memory market but does not state a personal position or forward call.
LOW
07:46
Jun 10
Jun 10
Author explicitly says they hold Kioxia, indicating a current long position; no new catalyst is stated.
LOW
04:30
Jun 08
Jun 08
Author states Kioxia belongs among top memory names but does not disclose a personal position or forward call.
LOW
08:11
Jun 05
Jun 05
The author notes SK hynix has no plans to add NAND capacity, suggesting Kioxia as a beneficiary of potential market share gains.
LOW
22:45
May 26
May 26
The author expresses personal anticipation about Kioxia's performance as Japan markets open, but the tweet is speculative and lacks a clear directional trade call.
LOW
20:15
May 26
May 26
Long Kioxia (285A) on a pullback as Q4 FY25 earnings showed 60% operating margins, 85% QoQ revenue growth, and Q1 guidance of 74% OP margin; NAND supercycle demand from AI inference servers expected to exceed supply by CY27.
HIGH
09:15
May 24
May 24
The tweet provides a detailed, neutral analysis of NVIDIA's AI architecture and its implications for memory and storage suppliers, without expressing a personal bullish or bearish trade view.
HIGH
02:49
May 20
May 20
Kioxia leads NAND revival.
Kioxia, the surviving Japanese NAND flash maker (descendant of Toshiba memory), is expected to report operating profit exceeding Toyota Motor this year (about 4 trillion yen vs Toyota's 3 trillion yen). It represents the revival of Japan's semiconductor industry and could become a national stock.
MED
15:12
May 18
May 18
Author discloses a long position in Kioxia, seeing a Samsung strike as a tailwind for competing memory makers.
MED
About 285A.T Analyst Coverage
Buzzberg tracks 285A.T (Kioxia Holdings Corporation) across 14 sources. 10 bullish vs 1 bearish calls from 14 analysts. Sentiment: predominantly bullish (19%). 47 total trade ideas tracked. Past 7 days: 1 bullish. Latest voices: babyfolio, TheValueist, almacap114204.