Letters by company

Tokyo Electron Ltd.

3 letters discussing TOELF. Everything written about it on this site is on its ticker page.

Emerald Wealth Partners Quarterly Commentary – Growth Equity Strategy Growth Equity Strategy trimmed Fortinet, Palo Alto Networks, CrowdStrike and Advantest, added Nvidia and re-established Zscaler, while exiting Uber over robotaxi and Waymo concerns. It argues Meta can monetize AI through its distribution base and sees Oracle’s externally financed cloud buildout and differentiated data centers strengthening its moat. Q3/2026 META $1.6TORCL $363BAMAT $260B
Rathbones Investment Insights Rathbones argues that AI infrastructure suppliers, from chips and networking to power, cooling and construction, offer broader exposure to the investment boom than frontier-model developers. It avoids highly leveraged instruments and longer-dated government bonds, citing fiscal risks, while expecting AI spending to keep near-term inflation and interest rates elevated. Q3 2026 GOOGL $3.5T
Emerald Wealth Partners Quarterly Commentary – Growth Equity Strategy Growth Equity Strategy increased SAP, Booking, Zscaler, ServiceNow and Synopsys while exiting Adobe, Intuit, Siemens Healthineers, BYD and Salesforce. It maintains an overweight in cybersecurity and favors quality growth companies it views as AI beneficiaries, while warning that speculative semiconductor activity has pushed technology markets into bubble territory. Q2/2026 ATEYY $123BBKNG $122BCRWD $248B