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DRAM - Memory ETF
Posted on 5/1/26 at 6:05 am
Posted on 5/1/26 at 6:05 am
I really like this stock! I think it will have steady gains. Bought in at $30.50.
I’m about to buy 1/15/27 $40 leaps, but I wanted to see what you guys thought about it first.
DRAM
“The Roundhill Memory ETF (DRAM) is a relatively new exchange-traded fund that launched in early April 2026. It is designed as a "pure-play" investment vehicle for the memory and storage industry, focusing heavily on companies that produce Dynamic Random Access Memory (DRAM) and NAND flash memory.”
Here is the list of holdings for the Roundhill Memory ETF (DRAM) as of early May 2026:
• SK Hynix Inc.
• Samsung Electronics Co. Ltd.
• Micron Technology Inc.
• Kioxia Holdings Corp.
• SanDisk Corp.
• Seagate Technology Holdings PLC
• Western Digital Corp.
• Nanya Technology Corp.
• Winbond Electronics Corp.
• First American Government Obligations Fund (Cash/Collateral)
• U.S. Treasury Bills
I’m about to buy 1/15/27 $40 leaps, but I wanted to see what you guys thought about it first.
DRAM
“The Roundhill Memory ETF (DRAM) is a relatively new exchange-traded fund that launched in early April 2026. It is designed as a "pure-play" investment vehicle for the memory and storage industry, focusing heavily on companies that produce Dynamic Random Access Memory (DRAM) and NAND flash memory.”
Here is the list of holdings for the Roundhill Memory ETF (DRAM) as of early May 2026:
• SK Hynix Inc.
• Samsung Electronics Co. Ltd.
• Micron Technology Inc.
• Kioxia Holdings Corp.
• SanDisk Corp.
• Seagate Technology Holdings PLC
• Western Digital Corp.
• Nanya Technology Corp.
• Winbond Electronics Corp.
• First American Government Obligations Fund (Cash/Collateral)
• U.S. Treasury Bills
2
Posted on 5/1/26 at 6:22 am to AuBeerStud
Depends on the fees, but the Samsung exposure is great. And all memory are basically good plays right now while this memory super cycle rewrites into a permanent state due to massive demand. I’d been considering it but I already have a lot of MU
Posted on 5/1/26 at 6:50 am to Upperdecker
Thanks for the tip. 40% gains in the last month is nothing to sneeze at. Bought a very small amount to monitor it.
I just don’t see how a memory ETF wouldn’t knock it out the park in current conditions.
I just don’t see how a memory ETF wouldn’t knock it out the park in current conditions.
Posted on 5/1/26 at 7:08 am to AuBeerStud
While I am generally a fan of diversification these sector plays sometimes make zero sense, and this is one.
SK Hynix Inc. - avaiable via ADR and Korean Exchanage
Samsung Electronics Co. Ltd. - Available Korean Exchange
Micron Technology Inc. - Available
All 3 of these stocks can be bought on most brokerage platforms with ease. Why would I pay some company 0.65% which is a crazy high fee for exposure to 3 companies I could own directly. These 3 are like 70% of their fund.
Let alone the risk in DRAM pricing right now that has plateaued since Jan. With all the risk to data center build out and the reduced capex from the large players like OpenAI.
SK Hynix Inc. - avaiable via ADR and Korean Exchanage
Samsung Electronics Co. Ltd. - Available Korean Exchange
Micron Technology Inc. - Available
All 3 of these stocks can be bought on most brokerage platforms with ease. Why would I pay some company 0.65% which is a crazy high fee for exposure to 3 companies I could own directly. These 3 are like 70% of their fund.
Let alone the risk in DRAM pricing right now that has plateaued since Jan. With all the risk to data center build out and the reduced capex from the large players like OpenAI.
Posted on 5/1/26 at 7:18 am to Upperdecker
I’ve been in SMH for over a year. 40% ytd and 140% one year with .35% fee. NVDA and TSM make up 30%, so concentrated on the bigs.
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