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KawzInvests
@KawzInvests
Research-focused. Photonics. AI. Defense. Tech. Space. Optic Supercycle. NFA DYDD
Joined October 2021
564 Following    117.6K Followers
MLCC spot prices are up 3-5x on scarce AI-server specs since April. Some individual models up 8-10x. Murata, Samsung Electro-Mechanics, and Taiyo Yuden all raising prices. Nearly every major MLCC manufacturer trades in Japan, South Korea, Taiwan, or China. @roundhill launched $CCML today giving US investors direct access to those names.
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