DanielRomero

MLCCs are becoming a mainstream investment theme
The problem is that the main plays are already expensive:
- > Taiyo Yuden: 34x earnings
- > Murata: 42x earnings
The biggest opportunity is now in materials
━━━━━━━━━━━━━━━━━━
This is how the MLCC cycle will likely play out
➡️ MLCC makers, Murata, TDK, SEMCO, Yageo and Taiyo Yuden, raise prices for AI customers. These prices have already exploded.
➡️ 0 to 3 months: MLCC maker earnings benefit immediately from the price increase.
➡️ 6 to 12 months: MLCC makers renegotiate input costs with materials suppliers. These suppliers are still cheap.
➡

$NVDA Jensen Huang made an interesting comment
He mentioned that "there's a whole list of others that are bringing compute online for Anthropic"
If we assume there are at least two more, and that they are using $NVDA hardware, then xAI is one
Who else, if not $IREN or $NBIS?

$AMD has started sampling MI450 GPUs to lead customers, and Helios rack production shipments remain on track for H2 2026
According to Lisa Su, demand for MI450 is now above AMD’s initial 2027 plans, with more customers engaging in large-scale deployments, including additional multi-gigawatt opportunities

$NBIS increased GPU rental prices across the board starting in June
Blended price increase: +34%
The biggest increase was in H100 preemptible pricing, up 72%

Samsung saves the day
It was too much winning for $MU

The difference in price between ChatGPT and Claude is absurd
ChatGPT lets you get virtually all the tokens you want with the standard subscription, while for the same work in Claude, you need to spend thousands
I wonder why the difference is so big
Pricing power?
Not enough compute, so they would rather squeeze users?
Anyhow, it makes all the sense in the world that the average consumer would rather pick ChatGPT, which helps explain why it is so much more popular

$NVDA Jonathan Ross says that memory is the biggest AI bottleneck right now, but bottlenecks are not permanent.
“Every time a bottleneck gets big enough, people solve it.”
His warning is that memory can remain extremely valuable while it is constrained, but if it becomes too expensive or too scarce, it becomes the problem engineers are forced to attack.
If memory becomes too much of a bottleneck, the industry will start finding ways to reduce its dependence on it.
He said memory was “the most commoditized segment of the semiconductor supply chain,” but now it is one of the most important const

Groq’s Jonathan Ross has had an insane glow-up

Remember when some people said data center companies were glorified REITs?
I do.

Morgan Stanley Greater China Semiconductors Research published a new report on May 8, 2026.
-> $NVDA racks and servers are still the biggest capex driver, representing around 58–63% of total 1GW data center cost, excluding HBM and CPU.
-> For custom ASICs, racks and servers are much lower, around 39% of total cost. That is the clearest reason why hyperscalers keep pushing internal silicon.
-> Morgan Stanley estimates that a 1GW NVIDIA GPU data center costs:
Vera Rubin: ~$41B
GB300: ~$33B
B200: ~$24B
H100: ~$23B
Compared to custom ASICs:
TPUv7: ~$27B
Trainium3: ~$15B
-> Current-gen

Leopold lost his aura
That’s my honest opinion
Got Iran-pilled and loaded up on semi puts before one of the biggest rallies in history
Exited his huge $INTC call position at $44 before the $100+ rally
- > Sold $HUT before it went up 105%
- > Sold $COHR before it went up 52%
- > Sold $CIFR before it went up 49%
- > Sold $TSEM before it went up 41%
- > Sold $LITE before it went up 35%
- > Trimmed 40% of $BE before it went up 90%
- > Trimmed $CORZ before it went up 59%
- > Trimmed $SEI before it went up 40%
Exited calls and missed a ton of upside
Portfolio getting lower quality, in my opi

Samsung's worker strike has been declared illegal
Bad news for $MU and SK Hynix, good news for Samsung
Not the best for worker morale, though
A South Korean court issued a partial injunction blocking Samsung’s labor union from proceeding with an 18-day strike that was scheduled to begin on May 21
The union had demanded a bonus equivalent to 15% of Samsung’s annual operating profit, roughly $30 billion
According to KB Securities, if only 30–40% of union members had participated, the strike could have reduced global supply by:
-> 3–4% for DRAM
-> 2–3% for NAND
At a time when DRAM inventories a

Glass substrates supply chain still feels largely undiscovered
It is genuinely a possible future bottleneck, and while the flashiest stocks are already well known, you have to look further upstream to find the real opportunities

What’s your favorite AI/semi play under $10B MC that hasn’t already rocketed?

This person didn’t have the ex-RISC-V FDN and research scientist thing until like two weeks ago
Just a couple of years ago, he was doing crappy technical analysis on EV shitcos that went bankrupt (now deleted)
It’s completely made up

Just a warning
With the excuse of "bottlenecks", I’m starting to see terrible, near-bankruptcy companies with low floats being pumped
These posts still get 10k+ views, even from small accounts, just because "bottleneck", "nanocap", or "$30M market cap" is mentioned
Many of these pumps will end badly. AI is a supercycle, but it can also drag up shitcos based on how promising current tech developments are
Pick well, because only when the tide goes out do you discover who's been swimming naked