After browsing through some research reports, I found that Goldman Sachs still has some insights. They are probably the first institution in the entire network to explicitly call out a storage super cycle, dating back to September of last year, which coincides exactly with the start of the storage boom.

And from my impression, since the AI main theme began, it has also been the most persistent and most outspoken bull among sell-side analysts for Nvidia.
The day before yesterday, they released another research report, openly calling for an MLCC super cycle.
Earlier this month, I also posted a tweet related to MLCC and made a breakdown video.
It seems that more and more institutions are starting to pay attention to this track recently.