Paul Kedrosky
Paul Kedrosky
@paul@paulkedrosky.com · Jan 23

Today in The AI Supercycle is Weird: toilet maker Toto. Goldman tipped the company's sideline in electrostatic chucks, used to hold silicon wafers in place during chipmaking, as an AI buildout play. The stock popped 11% on the news. What a world.

https://www.bloomberg.com/news/articles/2026-01-22/japan-toilet-maker-toto-s-shares-get-unlikely-boost-from-ai-rush