Tatsuya Goto

Ex-Nikkei economics reporter, now one of Japan's most-followed independent markets explainers on note and X.

Predictions & track record (2)

• Awaiting grading Chip stocks fell together. Why did Kioxia fall harder than the rest?To be scored on whether Kioxia's July 30 earnings meet guidance (1.75 trillion yen revenue) and recover together with Samsung and SK hynix, and on when the Viasat patent appeal ruling or settlement lands.
• Awaiting grading Apple's stock rose just 1%. Why did it just become the world's most valuable company?To be scored in the first run of August: whether Apple's Thursday (7/30) earnings show capex guidance climbing again, and whether Apple holds onto the market-cap lead.

3 related posts

• Watch Chip stocks fell together. Why did Kioxia fall harder than the rest? 後藤達也 (Tatsuya Goto) · 2026-07-28
• Watch Apple's stock rose just 1%. Why did it just become the world's most valuable company? 後藤達也 (Tatsuya Goto) · 2026-07-28
• Watch Goto on keeping your head as memory and semis whipsaw 後藤達也 (Tatsuya Goto) · 2026-07-19