TDK Loading... : Investor Sentiment and Bull/Bear Views

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200 B and aboveMega
10 B to 200 BLarge
2 B to 10 BMid
0 to 2 BSmall
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02:54
Aug 27
pequityresearch Semiconductor & Technology Research Author
UBS data shows MLCC distributor inventories down 22% year-on-year with rising prices and high.
UBS data shows MLCC distributor inventories down 22% year-on-year with rising prices and high capacity utilization, but the tweet is a factual research summary without an explicit position or trade call.
TDK
03:02
Aug 06
TheValueist Founder, Atlas Peak Research
Research note covering multiple read-throughs across HAMR storage, EUV infrastructure.
Research note covering multiple read-throughs across HAMR storage, EUV infrastructure, and China exposure, presenting factual analysis without explicit positions or forward calls.
TDK
LOW
03:33
Jun 04
TheValueist Founder, Atlas Peak Research
The author provides a research breakdown of the bifurcated MLCC market.
The author provides a research breakdown of the bifurcated MLCC market, highlighting structural demand shifts toward high-spec products for AI and EVs, but does not state a personal position or explicit trade call.
TDK
06:28
Jan 07
TDK bets on smart glasses, batteries.
TDK is transforming into a B2B component supplier with an Eyesight solution for smart glasses, silicon anode batteries with higher energy density (Gen 3 50% higher, Gen 4 next fiscal term), and growing demand across China, the US and Europe; the ecosystem is expected to grow despite tariffs.
TDK 1ST
MED

About TDK Investor Commentary

Across the available history and selected sources, Buzzberg tracks TDK across 3 sources: 1 bullish vs 0 bearish calls from 3 authors. Historical directional balance: 25% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 4 total trade ideas tracked. Latest voices: pequityresearch, TheValueist, Noboru Saito.