Ticker brief
KXIAY KIOXIA HOLDINGS CO-UNSP ADR
Technology · Semiconductors
last close
$29.90
1 day
-7.4%
14 days
-12.5%
mkt cap
·
signals 14d
27
authors 14d
11
crowd 14d
+0.3σ
Sentiment — last 14 days
daily mean sentiment, 2026-08-15 → 2026-08-28 · now +0.57 (−1 bearish … +1 bullish)
Who spoke11
| author | grade | trader score | signals | mean sent |
|---|---|---|---|---|
| @TheBigBerbowski | C | +0.58 | 8 | +0.56 |
| @EhrmantrautCap_ | C | -0.72 | 7 | +0.56 |
| @rubicon59 | A | +2.16 | 4 | +0.54 |
| @berkdemirkiran_ | C | +0.72 | 1 | +0.70 |
| @AlmaCap114204 | A | +0.12 | 1 | +0.75 |
| @SDCtrader | C | +0.29 | 1 | +0.00 |
| @SayNoToTrading | A | -0.52 | 1 | +0.00 |
| @LiveSquawk | B | · | 1 | +0.25 |
| @HammerstoneMar3 | C | +0.39 | 1 | +0.25 |
| @WallStDiaries | C | -0.20 | 1 | +0.35 |
| @AhmetSunelcan1 | B | +2.29 | 1 | +0.65 |
Recent signals27of 27 in 14d — receipts included
| date (PT) | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|
| 2026-08-28 | @EhrmantrautCap_ | +0.50 | Nvidia's warning of extreme and rising memory prices implies a favorable pricing backdrop for Kioxia. | — | tweet ↗ |
| 2026-08-28 | @TheBigBerbowski | +0.65 | Bullish Kioxia thesis cites earnings, investment, product milestones, buyback, and split despite price weakness. | — | tweet ↗ |
| 2026-08-27 | @TheBigBerbowski | +0.35 | Presents a durable data-storage thesis spanning HDD, DRAM, and NAND producers. | -7.4% | tweet ↗ |
| 2026-08-27 | @AhmetSunelcan1 | +0.65 | KXIAY position was increased. — Turkish post states KXIAY was increased, implying an add to the position. | -7.4% | tweet ↗ |
| 2026-08-27 | @WallStDiaries | +0.35 | Reports a $31B joint Japanese NAND-capacity investment through 2032. | -7.4% | tweet ↗ |
| 2026-08-26 | @HammerstoneMar3 | +0.25 | Reports Kioxia will invest $6.3 billion in a new Japanese memory-production facility. | -5.5% | tweet ↗ |
| 2026-08-26 | @LiveSquawk | +0.25 | Reports Kioxia will invest more than one trillion yen in a new memory-manufacturing building. | -5.5% | tweet ↗ |
| 2026-08-25 | @SayNoToTrading | +0.00 | Argues the memory cycle is unpredictable and questions SanDisk leadership's forecasting ability. | -6.6% | tweet ↗ |
| 2026-08-23 | @EhrmantrautCap_ | +0.65 | Author argues CXMT cannot resolve the persistent memory shortage, supporting memory-related names. | -11.8% | tweet ↗ |
| 2026-08-21 | @SDCtrader | +0.00 | Identifies possible Frankfurt and Nasdaq OTC ticker alternatives while asking which listing is relevant. | -11.8% | tweet ↗ |
| 2026-08-21 | @TheBigBerbowski | +0.45 | Maintains a bullish memory-and-storage thesis as DRAM and NAND prices continue rising. | -11.8% | tweet ↗ |
| 2026-08-21 | @EhrmantrautCap_ | +0.45 | Highlights a surge in NAND flash value to $99,573 per kilogram. | -11.8% | tweet ↗ |
| 2026-08-20 | @EhrmantrautCap_ | +0.45 | Expects large shareholder-return programs across memory producers, led by Samsung's anticipated package. | -8.6% | tweet ↗ |
| 2026-08-19 | @rubicon59 | +0.00 | Observes unusually high volatility without a directional stance. | -7.6% | tweet ↗ |
| 2026-08-19 | @EhrmantrautCap_ | +0.70 | Bullish NAND thesis links Rubin-driven memory demand to tightening TLC supply and higher prices. | -7.6% | tweet ↗ |
| 2026-08-18 | @AlmaCap114204 | +0.75 | Buying growth companies and betting these holdings win over a one-year horizon. — Author explicitly buys the named growth companies with a one-year bullish horizon. | -11.2% | tweet ↗ |
| 2026-08-17 | @TheBigBerbowski | +0.70 | Predicts roughly 10% SKHY and 10-15% Kioxia jumps when Asian markets open. | -22.8% | tweet ↗ |
| 2026-08-17 | @TheBigBerbowski | +0.80 | Uses Kioxia earnings commentary and AI-driven NAND demand to argue KXIAY remains discounted. | -22.8% | tweet ↗ |
| 2026-08-17 | @berkdemirkiran_ | +0.70 | Reports a 70% gain in 19 days and plans to remove cost basis if the gain reaches 100%. | -22.8% | tweet ↗ |
| 2026-08-17 | @TheBigBerbowski | +0.80 | Argues four memory names have substantial upside left and should climb for years after a noise-driven selloff. | -22.8% | tweet ↗ |
| 2026-08-17 | @EhrmantrautCap_ | +0.75 | Explicitly says investors are not bullish enough on memory stocks. | -22.8% | tweet ↗ |
| 2026-08-17 | @EhrmantrautCap_ | +0.45 | Reports Kioxia up more than 15% overnight with enthusiastic framing. | -22.8% | tweet ↗ |
| 2026-08-16 | @TheBigBerbowski | +0.75 | Multiyear bullish memory and storage basket thesis based on AI infrastructure demand. | -12.5% | tweet ↗ |
| 2026-08-16 | @TheBigBerbowski | +0.00 | Shares an image recapping long-term agreement details across memory and storage firms. | -12.5% | tweet ↗ |
| 2026-08-15 | @rubicon59 | +0.75 | Ranks KXIAY as the clear top choice among memory stocks. | -12.5% | tweet ↗ |
| 2026-08-15 | @rubicon59 | +0.55 | Calls Korean memory makers and KXIAY the cheapest companies in the memory sector. | -12.5% | tweet ↗ |
| 2026-08-15 | @rubicon59 | +0.85 | Hyperbolically says Kioxia merits much more weight than already-overweight SNDK. | -12.5% | tweet ↗ |
“Since then” = price move from the close on the signal's date (PT) to the latest close — what happened after they said it, not a backtest. A — means no trading session has closed since the signal yet. Sentiment is our extracted per-tweet score, −1…+1.