The Analysts

@sancompounding

@sancompounding · Fri, Aug 28

Sandeep Anand@SanCompounding
🚨 The most overlooked ‘AI trade’ just got its own ETF !! Goldman calls it “the next memory.” 🧵 $CAPA — the first US-listed capacitor & MLCC ETF — went live Aug 26 Why? A single Nvidia GB300 AI server needs 30,000 MLCCs. A full rack? 320,000. The next-gen Rubin rack? 570,000 h
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tweeted Fri, Aug 28 · counted from Mon, Aug 31 close

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Long CAPA · High confidence

Confidence

High0.91

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Mon, Aug 31 · market close

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