Memory Becomes a “Show Me” Story What’s Happening Today The selloff in Roundhill Memory (DRAM) has been acute. DRAM closed down 18%... Read More →
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... Read More →
Memory Serves: DRAM Break Out Watch Summary DRAM gave back 35% of its gains before spending the last two months rangebound. It’s... Read More →
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... Read More →
Meet CCML: An ETF for Precise MLCC Exposure Multilayer ceramic capacitors (MLCCs) and electrical components are capturing a growing share of... Read More →
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... Read More →
Blinded by the LYTE Newer generations of large language models have gotten more efficient, but also more intensive with... Read More →
On Neocloud Nine Due to increasingly power intensive generative AI workloads, the world is short on compute. Yet... Read More →