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TOELY · Tokyo Electron $166.80 +2.25 (+1.37%) 2026-SEP-17 16:00 EST

My allocationNot heldas of 2026-SEP-03 · allocation page ↗
Research: QT · SA · STK1 mention
2026-JUN-08 · Stacy Rasgon · The Real Eisman Playbook (Ep 63) · Neutralinsight · ▶ 43:50 · source page ↗$181.80

In short: One of the semicap big five (with AMAT/Lam it does the deposition/etch steps); the group holds 70%+ of the wafer-fab-equipment market and "they're all doing good."

43:50Okay, — those big five have 70% low 70% of the total what's called WF wafer fabrication equipment market. — They have 70% plus of the WV market. That percentage has kind of been going up over the time and they tended they do different things. Um the AAT and the Lambs and the Tokyo Electrons of the world do I I I should step back.

SOD $181.80

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