TOE

TOELY

1 tracked call · 0 long · 1 short · last 90d: 0L/1S

first called by P Equity Research 📰 1mo ago

TOETOELYSHORT1mo ago

“Imports of Japanese semi equipment plunged 24.9% YoY from Jan-Apr 2026. Giants like Tokyo Electron (-18%) and Kokusai Electric (-19%) saw sharp drops in China-b”

P Equity Research 📰

Tokyo Electron's China revenue is down 18% YoY in FY26 and the structural shift to domestic equipment mandates makes the decline permanent, not cyclical

TOETOELYSHORT@ $229.31

$170.93+25.46%

since call Jun 26

peak +34.5%

Trade on Robinhood →