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re: Tracking New AI Memory ETF | Ticker: DRAM

Posted on 5/12/26 at 12:57 pm to
Posted by Fat Batman
Gotham City, NJ
Member since Oct 2019
1624 posts
Posted on 5/12/26 at 12:57 pm to
top signal
Posted by Upperdecker
St. George, LA
Member since Nov 2014
33564 posts
Posted on 5/12/26 at 2:40 pm to
Strong reversal. More on tap tomorrow
Posted by iPad
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Member since Nov 2025
1042 posts
Posted on 5/12/26 at 2:44 pm to
quote:

Strong reversal. More on tap tomorrow

Agreed. Been roaring back after 12 CST
Posted by meeple
Carcassonne
Member since May 2011
11206 posts
Posted on 5/12/26 at 2:48 pm to
Got in at 48
Posted by iPad
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Member since Nov 2025
1042 posts
Posted on 5/12/26 at 2:56 pm to
quote:

Got in at 48

You’ll be glad you pulled the trigger at that price when all is said and done. Glad I could up my MU & DRAM holdings today.
Posted by iPad
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Member since Nov 2025
1042 posts
Posted on 5/13/26 at 12:24 pm to
Holding upward trajectory even through Samsung strike. Don’t let the noise shake you out of DRAM, I’m more bullish than ever about this one.
Posted by JohnnyKilroy
Cajun Navy Vice Admiral
Member since Oct 2012
41193 posts
Posted on 5/13/26 at 12:34 pm to
In for 100k. Let's ride.
Posted by CardiacTiger
Alexandria
Member since Mar 2026
38 posts
Posted on 5/13/26 at 1:52 pm to
?? i bought (200 shares) of Sandisk @ $47. When it hits $2k, I'll consider selling. I received 400 shares of McKesson as part of an inheritance in the late 90s. Never touched one share. Don't care how many times it's forwardly split. Your paltry teen percent gain in a couple of weeks is "cute." Try ""investing"" instead of approaching making money as flipping a house or a car. Oh, I did gamble back in the day...

I bought nkla before it merged in that spac deal to become nkla. I was really lucky to have sat in that investment for one year before the spac came true. To hell with Trevor Milton lying to everyone about the so called company. I got my $ out at $82 a share (800 shares $8.50 a share). No taxes paid because I held for a year+.

My second biggest score at the time was parking in GameStop when it was just under $5 a share, ($8000 worth). It must've been two years of impatient waiting to see if it ever awoke. I still don't know how that squeeze thing allegedly transpired but seeing a rocket to the moon well over $1000 a share made me sell so fast I'm set-up for life. Taking a couple of small gambles back then was really ignorant but the hindsight is that they paid off. I manage my own active portfolio. I tried letting a long-time Morgan Stanley financial advisor try that for me. At a time when I didn't care about ETFs only, I set out to make real money, not a few marginalized % points yearly. Half of what I'm in today are up 85%+ for the year. Mostly equity, individual stocks. Bless ignorant politicians for legislating stupid rules. I still fwd charitable earnings back to my local organizations though. People will take care of other people in the long run... hopefully.
Posted by NaturalBeam
Member since Sep 2007
14998 posts
Posted on 5/13/26 at 1:55 pm to
Posted by SETH6180
TEXAS
Member since Feb 2020
1210 posts
Posted on 5/13/26 at 1:59 pm to
Yea really! Geeze
Posted by CardiacTiger
Alexandria
Member since Mar 2026
38 posts
Posted on 5/13/26 at 2:00 pm to
Have to put the time in doing due diligence. Most folks have a steady job. I last worked in 2014, briefly to help a friend out at his job for a few weeks. That's what a true friend did. But when I lost my parents 4 years later, that same guy said he'd be there for me always, wasn't there ever. He was always there if someone else was footing the bill (with no shame).
Posted by iPad
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Member since Nov 2025
1042 posts
Posted on 5/13/26 at 2:48 pm to
quote:

Your paltry teen percent gain in a couple of weeks is "cute." Try ""investing"" instead of approaching making money as flipping a house or a car.

Almost as if I wanted to be able to track price movement myself longterm without going through a massive thread to get there. I appreciate the sentiment but this thread is for me to track my due diligence and others to invest if they so choose. I’m not here to flip a car and I never advocate for that style of investing. DRAM is not a slot machine, it’s a concentrated ETF allowing investors to easily invest in the biggest 3 companies spearheading the efforts against AI memory bottleneck.
This post was edited on 5/13/26 at 2:51 pm
Posted by Bayou_Tiger_225
Third Earth
Member since Mar 2016
12864 posts
Posted on 5/13/26 at 3:09 pm to
Do you believe it’s still a buy at current price?
Posted by iPad
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Member since Nov 2025
1042 posts
Posted on 5/13/26 at 3:23 pm to
quote:

Do you believe it’s still a buy at current price?

Depends on your time horizon - the conviction I have is unchanged and I still think the memory shortage continues through at least the majority of calendar year 2027.

Keep eyes peeled for any small pullback - I don’t have a price target for entry that I can recommend at the moment.

Do I think in a year from today the share price is greater than today’s? Yes.
This post was edited on 5/13/26 at 3:24 pm
Posted by iPad
Find Me At An Apple Store Near You
Member since Nov 2025
1042 posts
Posted on 5/13/26 at 3:33 pm to
Posted by iPad
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Member since Nov 2025
1042 posts
Posted on 5/13/26 at 4:02 pm to
Posted by StonewallJack
Member since Apr 2008
1028 posts
Posted on 5/13/26 at 5:39 pm to
Wise one, teach us your ways!
Posted by iPad
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Member since Nov 2025
1042 posts
Posted on 5/13/26 at 7:04 pm to
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
20171 posts
Posted on 5/13/26 at 7:24 pm to
As long as this AI build out continues there is no scenario where more memory isn’t bought.
Posted by iPad
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Member since Nov 2025
1042 posts
Posted on 5/13/26 at 8:57 pm to
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This post was edited on 5/13/26 at 9:11 pm
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