Companies / 6762
TYOTDK Corporation (6762) in our theses
TDK Corporation appears in one of our theses. Below is why it entered the basket and how it has done since publication.
The AI data paradox: a storage explosion revives hard drives and hands their makers real pricing power
AI is generating a flood of data that lands on cheap nearline hard drives, while a consolidated two-supplier market gains pricing power and fatter margins.
Why this company: The dominant supplier of write heads and suspensions (Magnecomp) for hard drives. HAMR requires more expensive heads with an integrated laser, which raises component value per drive. Indirect exposure, diversified business (dilution risk).
Where these numbers come from
The reference price is recorded on the thesis publication date and never changed afterwards. The current price is refreshed several times a day. Returns are in the listing currency and exclude dividends, so for dividend payers the real total return was somewhat higher.
This is not a recommendation to buy or sell. A company enters a basket as a beneficiary of the mechanism described in the thesis, and the full argument is on each thesis page.
See all of our theses
Each with a publication date, a causal map and a score assigned before the market ruled.
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