TOTOY
1 tracked call · 1 long · 0 short · last 90d: 1L/0S
first called by Stratechery 3w ago
LONG3w ago
“the reason why Toto is a subject of interest isn t their toilets, but rather the fact the Japanese company also plays a critical role in the AI supply chain.”Stratechery
The famous Japanese toilet maker secretly powers the AI supply chain, with semiconductor parts now generating over half of its total operating profit.
TOTOYLONG@ MYR 1.33
MYR 1.35+1.86%
since call Jul 10
peak +3.8%