Vatsala Gaur on Muck Rack

Vatsala Gaur

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As seen in: Invezz, MSN, MSN Deutschland, MSN España, MSN France, The Economic Times, Center for a New American Security (CNAS), CoinStats News, Bitcoin Insider
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Articles

MLCCs become AI's next bottleneck after memory chips: these stocks are surging

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By Vatsala Gaur Verified
| Invezz Verified
Key Risk: Pricing gains fade because customers renegotiate aggressively or supply catches up, turning tightness into inventory overhang. Buy Samsung Electro-Mechanics (Samsung Electro-Mechanics Co., 009150.KS). It’s showing the strongest supply tightness (book-to-bill ~1.31) and is benefiting from rising MLCC prices (analysts see additional 2027 price hikes).
Open in Who Shared Issue with article?

Micron, SanDisk recover after Samsung-led selloff; fresh catalysts add to sentiment

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By Vatsala Gaur Verified
| Invezz Verified
Buy SNDK. It rebounded hard with the sector, but the Reuters catalyst is cleaner: Meta starts manufacturing an AI chip from September and has long-term supply agreements that include SanDisk for flash storage. That supports steadier enterprise/storage demand as hyperscalers keep building AI data centers, not just short-term trading momentum. Key Risk: Memory pricing collapses faster than expected due to a sudden supply surge or demand slowdown from AI capex. Buy MU.
Open in Who Shared Issue with article?

US jobless claims declined last week as labour market holds steady

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By Vatsala Gaur Verified
| Invezz Verified
Sell S&P 500 equal-weight. The news says hiring is slowing and layoffs are spreading across large employers (Verizon, UPS, Amazon, Disney, Starbucks, Walmart, Microsoft). Equal-weight is more sensitive to mid/large-company cost cuts than the cap-weight index. If the labor market stays “stable,” it still supports a market where earnings growth is capped and cost discipline dominates—bad for equal-weight.
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