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re: AI Memory ETF | DRAM

Posted on 7/22/26 at 4:17 pm to
Posted by iPad
Find Me At An Apple Store Near You
Member since Nov 2025
1514 posts
Posted on 7/22/26 at 4:17 pm to
quote:

This google earnings call is so bullish for DRAM lol

That’s why I’m spamming this thread today

So bullish that you might see me charging a red cape tomorrow
Posted by iPad
Find Me At An Apple Store Near You
Member since Nov 2025
1514 posts
Posted on 7/22/26 at 4:20 pm to
Posted by Witty_Username
Member since Jul 2021
779 posts
Posted on 7/22/26 at 4:21 pm to
How long before you think it will see any movement? DRAM has seemed like it goes up to about $70-80 & then drops back down to around $55 week to week for the past couple of months.
Posted by iPad
Find Me At An Apple Store Near You
Member since Nov 2025
1514 posts
Posted on 7/22/26 at 4:24 pm to
quote:

DRAM has seemed like it goes up to about $70-80 & then drops back down to around $55 week to week for the past couple of months.

We’ve cleared most of the high 50s sellers - we had one large run from low 60s to $82. Sold the whole way back down into $54 range, in large part due to Korean population getting margin called due to use of excessive leverage.

Likely we start testing upside extremely soon, but will have to break through any selling pressure throughout upper 60s into the 70s and then once that selling pressure is cleared we can set our sights on $80 again.

Time will tell. DRAM is subject to moving violently (along with rest of memory sector), so it’s really anyone’s best guess. Doubt it’ll be a straight shot to ATH due to selling pressure in 70s range.

We are still below 60 so it’ll be intriguing to watch over the next month or so.

ETA: Up 3% after-hours to mid $59 share price ($59.51) as of most recent edit
This post was edited on 7/22/26 at 4:43 pm
Posted by iPad
Find Me At An Apple Store Near You
Member since Nov 2025
1514 posts
Posted on 7/22/26 at 6:31 pm to
Posted by iPad
Find Me At An Apple Store Near You
Member since Nov 2025
1514 posts
Posted on 7/22/26 at 6:43 pm to
Posted by iPad
Find Me At An Apple Store Near You
Member since Nov 2025
1514 posts
Posted on 7/23/26 at 2:17 pm to
Posted by iPad
Find Me At An Apple Store Near You
Member since Nov 2025
1514 posts
Posted on 7/27/26 at 12:56 pm to
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So fatigued of these “memory is cyclical” headlines. The “experts” are just flat wrong on this one. It’s an abject disaster of market coverage, but I’ll still plan to accumulate at these levels.
This post was edited on 7/27/26 at 1:00 pm
Posted by LSUSLU106
Member since Mar 2015
738 posts
Posted on 7/27/26 at 1:08 pm to
I am stacking on these dips
Posted by supadave3
Houston, TX
Member since Dec 2005
32491 posts
Posted on 7/27/26 at 5:02 pm to
quote:

am stacking on these dips


I’m spending all my money repetitively buying ‘the dip.’

It keeps dipping so I’m gonna hand tight for a bit and wait for a recovery: I’m sure I’ll bitch that I didn’t buy more when it was $35
Posted by TheOcean
#honeyfriedchicken
Member since Aug 2004
46848 posts
Posted on 7/27/26 at 6:46 pm to
I just keep buying more and more
Posted by FLObserver
Jacksonville
Member since Nov 2005
16369 posts
Posted on 7/27/26 at 6:50 pm to
Going to buy more when it gets back to 35
Posted by bayoubengals88
LA
Member since Sep 2007
26120 posts
Posted on 7/27/26 at 8:09 pm to
Well this is interesting…
It would be cool if it meant capitulation.
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At one point today I held 7 DRAM calls.
Settled for ~$100 gain
Posted by FLObserver
Jacksonville
Member since Nov 2005
16369 posts
Posted on 7/28/26 at 6:31 am to
if this drops below 40 i'm backing up the truck. Always wanted to say that . but i will .
Posted by Paul Allen
Montauk, NY
Member since Nov 2007
78835 posts
Posted on 8/12/26 at 11:21 am to
Anyone else seeing this as a $100 ETF by end of the year?
Posted by SETH6180
TEXAS
Member since Feb 2020
1449 posts
Posted on 8/12/26 at 11:25 am to
I hope so!
Posted by iPad
Find Me At An Apple Store Near You
Member since Nov 2025
1514 posts
Posted on 8/13/26 at 10:35 am to
quote:

Anyone else seeing this as a $100 ETF by end of the year?

Or sometime during 2027, but yes
Posted by LEASTBAY
Member since Aug 2007
16745 posts
Posted on 8/13/26 at 9:22 pm to
I'm still adding. Hopefully I'm not making the wrong decision. Can't see how it can go wrong. It's a bit of a rollercoaster. I have about $40k in it. Some of these dips I've bought the leveraged version.
Posted by LSUSports247
Member since Apr 2007
1158 posts
Posted on 8/17/26 at 9:24 am to
DRAM looking strong this morning, hopefully heading back to 70’s
Posted by supadave3
Houston, TX
Member since Dec 2005
32491 posts
Posted on 8/17/26 at 9:36 am to
I sold a handful shares to move money into HGRAF.

HGRAF could easily double in 60 days and DRAM obviously doesn’t have that potential.

Let’s see what happens!
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