Capacitor Frenzy: The Latest AI Bottleneck Trade Makes Memory Look Like Child's Play 99.8%
ZeroHedge - By Tyler Durden - 6/26/2026, 2:36 AM
Framing Effect 100% - Ambiguity (Equivocation) 100% - Biased Writer Voice 100%
One month ago, we explained why "**capacitors are the new memory**", laying out a detailed analysis showing how the boring, humble capacitor (technically *Multi Layer Ceramic Capacitor or MLCC) will be *__"the next sector that generates memory-like returns, or even surpasses them"__* in the context of the rollout of not only Nvidia's... more