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01:20
May 18
TheValueist Founder, Atlas Peak Research
Kioxia shares surged on strong AI-driven memory demand and a bullish earnings forecast, with analysts raising targets and noting potential upside for NAND equipment makers.
TOELY
HIGH
12:25
May 08
TheValueist Founder, Atlas Peak Research
Long Tokyo Electron (TOELY) for higher service revenue and installed-base monetization through secure connectivity.
TOELY
HIGH
04:41
Apr 27
Minnvestor Tech/Semiconductor growth investor
The tweet discusses a legal and ethical question about prison time for leaking semiconductor trade secrets, referencing TSM and TOELY without expressing a forward-looking market view.
TOELY
HIGH
11:08
Apr 17
Ed Ludlow Co-Host, Bloomberg Technology Bloomberg Markets
Terafab orders may boost supplier revenues.
Terafab, the Tesla-SpaceX joint venture, has contacted key chipmaking equipment suppliers Applied Materials, Lam Research, and Tokyo Electron, asking for quick delivery and offering to pay for priority, indicating potential new orders and revenue for these companies as the project advances towards its 2029 timeline.
TOELY
MED

About TOELY Analyst Coverage

Buzzberg tracks TOELY (Tokyo Electron) across 3 sources. 0 bullish vs 0 bearish calls from 3 analysts. Sentiment: evenly split. 4 total trade ideas tracked.