Capacitor supply chain bottleneck becoming big AI trade in the market
Trading on commodity cycles within the technology sector is nothing new, and it’s often associated with peak moments. Semiconductor ETFs like iShares Semiconductor ETF (SOXX) and VanEck Semiconductor ETF (SMH) date back to the 2000/2001 period. For decades, the quarterly 13F filings of hedge funds have also detailed rapid movements into and out of chip...






