Focus Five: Q4 2026 - The Aging Bull Market
Key Takeaways We don’t think this bull market is over, but it’s aging and less forgiving. Nothing...
Articles about Thematic
Memory Serves: DRAM Break Out Watch
Summary DRAM gave back 35% of its gains before spending the last two months rangebound. It’s...
MLCCs: The 60-Year-Old Component AI Can't Scale Without
The first multilayer ceramic capacitor (MLCC) became commercially available in 1965.1 While they’ve...
Meet CCML: An ETF for Precise MLCC Exposure
Multilayer ceramic capacitors (MLCCs) and electrical components are capturing a growing share of...
MAGS is Back
MAGS is Back MAGS broke $70 on 9/3 and is on the verge of new 52-week highs as it closes its...
Blinded by the LYTE
Newer generations of large language models have gotten more efficient, but also more intensive with...
On Neocloud Nine
Due to increasingly power intensive generative AI workloads, the world is short on compute. Yet...
Everybody's Buying AI. Now What?
According to Ramp AI Index data, the share of U.S. businesses with paid subscriptions to AI models,...