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Posted on 7/1/26 at 4:40 pm to JL
quote:
I bought a bunch yesterday unfortunately haha.
I bought a bunch Tuesday. Tried to decide between OUST and DRAM. I went 80/20 with the 80% on Dram.
Immediately, OUST shoots up and DRAM drops.
Luckily, I have great positioning on both already but it’s still maddening.
Posted on 7/2/26 at 7:58 am to supadave3
Is DRAM viable for a long term set and hold?
Posted on 7/2/26 at 8:02 am to Paul Allen
quote:
Paul Allen
quote:
long term set and hold
NBIS
Posted on 7/2/26 at 8:15 am to Paul Allen
quote:
The Fund is not suitable for all investors and is designed to be utilized only by a knowledgeable investor who understand the consequences of seeking daily leveraged investment results and intend to actively monitor and manage their investments. The Fund has a daily leveraged investment objective; its performance over periods longer than a single day will likely differ from 200% of DRAM's performance due to compounding. Investing in RAM is not equivalent to investing in DRAM, in any memory company, or in the memory sector.
Posted on 7/9/26 at 8:42 pm to iPad
Bumping - SK Hynix NYSE listing tomorrow
Posted on 7/9/26 at 8:57 pm to iPad
I took on some DRAM calls today for Aug expiration. Decent size relative to what I normally do for trades like this.
Posted on 7/9/26 at 9:40 pm to LSUcam7
How much were they? Rumor has it the ADR shares price will be inflated in comparison to their KRG counterpart.
Considering the shares already 7x this year, some people are about to pay a monster premium to avoid FOMO.
Considering the shares already 7x this year, some people are about to pay a monster premium to avoid FOMO.
Posted on 7/10/26 at 7:02 am to lsuconnman
quote:
Considering the shares already 7x this year, some people are about to pay a monster premium to avoid FOMO.
I’m definitely not buying more for awhile and have in fact starting selling a bit to divest here before coming a bag holder. I’m torn about what to expect here.
Seems like the initial offering will be good for DRAM. Short term price increase for DRAM. Am I wrong here?
Posted on 7/10/26 at 7:39 am to supadave3
quote:
Seems like the initial offering will be good for DRAM. Short term price increase for DRAM. Am I wrong here?
That's what I'm hoping for. I wonder how many were in DRAM mainly for exposure to SKHY, and will dump DRAM to get into SKHY today. We shall see.
Posted on 7/15/26 at 1:27 pm to iPad
Classic DRAM cyclical headline courtesy of Fed Chair Warsh turned us red today
This post was edited on 7/15/26 at 6:17 pm
Posted on 7/22/26 at 1:24 am to iPad
Posted on 7/22/26 at 1:27 am to iPad
Posted on 7/22/26 at 1:29 am to iPad
Loading Twitter/X Embed...
If tweet fails to load, click here. Google CapEx will determine the rest of the week for this sector (until SK Hynix ER on 7/29)
Posted on 7/22/26 at 1:39 am to iPad
Loading Twitter/X Embed...
If tweet fails to load, click here. More than double current share price
This post was edited on 7/22/26 at 1:39 am
Posted on 7/22/26 at 6:26 am to iPad
This chop is the worst!! Let’s see some follow through happening after market open.
Posted on 7/22/26 at 1:58 pm to iPad
Posted on 7/22/26 at 4:11 pm to iPad
Posted on 7/22/26 at 4:13 pm to iPad
Posted on 7/22/26 at 4:14 pm to iPad
This google earnings call is so bullish for DRAM lol
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