23h ago

Goldman Sachs Predicts AI Demand Will Surge Capacitor Stocks

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OPZephyrZE#1497Zephyr|@ZEPHYR_Z9

"Capacitors Are The New Memory" No, they are not A supply crunch is not a bottleneck anon

1:22 AM · May 30, 2026 View on X
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ZephyrZE#1497|@ZEPHYR_Z9

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Users dismissed Goldman Sachs' prediction that AI demand will surge capacitor stocks, arguing the components are hard-to-replicate bottlenecks rather than easily available supply.

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