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re: Tracking AI Memory ETF | DRAM
Posted on 6/24/26 at 2:26 am to iPad
Posted on 6/24/26 at 2:26 am to iPad
Something to consider?
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2
Posted on 6/24/26 at 2:32 am to bayoubengals88
Posted on 6/24/26 at 5:42 pm to bayoubengals88
With Microns earnings smash and SK Hynix going to the NASDAQ I expect a pretty exciting summer for DRAM.
Posted on 6/24/26 at 6:37 pm to iPad
Posted on 6/24/26 at 6:39 pm to bayoubengals88
quote:
Bernstein
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
This post was edited on 6/24/26 at 7:22 pm
Posted on 6/24/26 at 7:01 pm to iPad
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If tweet fails to load, click here.This post was edited on 6/24/26 at 7:19 pm
Posted on 6/24/26 at 7:02 pm to iPad
Posted on 6/24/26 at 7:03 pm to iPad
Is that Korean for “to the moon!”
Posted on 6/24/26 at 7:15 pm to SquatchDawg
quote:
Is that Korean for “to the moon!”
Here’s a great YouTuber to monitor for memory trade. He posts daily.
Posted on 6/25/26 at 11:42 am to iPad
i bought some dram and ais
hope i am not too late to the party
hope i am not too late to the party
Posted on 6/29/26 at 6:03 pm to iPad
Posted on 6/29/26 at 6:16 pm to iPad
Let’s hope this starts going back up. I threw a bit more at this morning. Should have put it all towards OUST but I expect this to rurn around soon.
Posted on 6/29/26 at 9:16 pm to iPad
Another great watch for all DRAM investors. This channel releases reports daily about memory sector. Stay informed by subscribing to his YouTube channel.
He breaks down any and all news related to memory, can’t recommend this channel highly enough.
Posted on 6/30/26 at 5:50 am to iPad
Grok gives a Bull case of $120-$150 by EOY.
Base case = $85
Bear = $45-$66.
Let’s hope the bull rides for the next 5 months.
Base case = $85
Bear = $45-$66.
Let’s hope the bull rides for the next 5 months.
Posted on 6/30/26 at 9:58 am to iPad
Posted on 6/30/26 at 2:08 pm to iPad
Had no idea there was a leveraged etf. I'm about to add more dram soon.
Posted on 6/30/26 at 4:49 pm to LEASTBAY
quote:
leveraged etf.
Do you limit your time horizon on a leveraged ETF?
This post was edited on 7/1/26 at 5:27 am
Posted on 7/1/26 at 7:55 am to supadave3
Nice dip this morning, I might have to sell some others to buy
Posted on 7/1/26 at 1:49 pm to iPad
Picked up a couple $75c Jan 2027s.
Pretty good value there when compared to other option prices in the vicinity. Figured I’d spread the good word while DRAM is down today.
Low bid/ask spread = great liquidity
This post was edited on 7/1/26 at 1:50 pm
Posted on 7/1/26 at 2:36 pm to iPad
I bought a bunch yesterday unfortunately haha.
This post was edited on 7/1/26 at 2:37 pm
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