invstrplay
$CAPA
• Picks-and-shovels exposure to the AI buildout
• GB300 server = ~30K MLCCs
• Murata sees AI-server MLCC shipments growing ~30%/yr through 2030
• Exposure to TDK, Murata, Samsung Electro-Mechanics, Yageo + others
• AI needs more than GPUs — it needs the components that deliver clean, stable power
The layer beneath the chips.