re: Tracking AI Memory ETF | DRAM | EDIT: 2x Leveraged Long Trading as RAM On Some Exchanges

With Microns earnings smash and SK Hynix going to the NASDAQ I expect a pretty exciting summer for DRAM.

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Bernstein

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Perpetual bears on memory, I’ve filed it away in my “disregard” bin for information sourcing on DRAM. Nothing they have put out has negatively swayed my conviction an inch. With Micron’s CEO mentioning physical humanoid AI needing 10x the memory as an L2+ vehicle (linked X post below this post), the supply/demand gap will remain. Every main AI company/robotics company dreams to be the first to release a human-equivalent robot (or play a hand in the release of one), so my conviction doubled today. Bodes well for OUST too.

Edited to add:
Bernstein has a reputation among DRAM investors - so much so that I saw a post today saying “Even after Micron’s earnings, Bernstein is scrambling to find a headline to argue memory is cyclical.”

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Addressing bayoubengals88

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Is that Korean for “to the moon!”

i bought some dram and ais

hope i am not too late to the party