koolgal
05-08 12:39
🌟🌟It is a strange feeling when the most "boring" part of the computer - the memory- becomes the star of the show.


For years, we obsessed over GPUs and CPUs while memory was just the reliable background player.

However in 2026, the narrative has flipped.

$Roundhill Memory ETF(DRAM)$ is the newest ETF that was only launched in April 2026.  DRAM is a pure play ETF designed to capture the memory cycle of the AI revolution.

Since its April launch DRAM has surged 67%.  In contrast $VanEck Semiconductor ETF(SMH)$ has only risen 44%.

Only 3 companies : $Micron Technology(MU)$ SK Hynix and Samsung control the global supply of memory chips.  DRAM provides a rare, direct gateway to this memory giants.

As AI models grow, they don't just need faster processors, they need massive amounts of High Bandwidth Memory or HBM.  DRAM encapsulates this trend

In this market, the greatest risk isn't the Volatility but the silence of being left behind.

@Tiger_comments  @TigerStars  @Tiger_SG  @CaptainTiger  @TigerClub  

Modified in.05-08 13:25
Nasdaq Hits Highs for Six Straight Weeks: Dare to Chase?
Nasdaq 100 hit a record high. Accelerating AI capex deployment and a semiconductor super-cycle are the structural dual engines behind this Nasdaq valuation expansion, though six weeks of gains have pushed overall valuation percentiles close to historical highs. Next week's BABA, Tencent, and CSCO earnings will serve as a critical window to test whether the AI narrative can continue to secure fundamental support. After six straight weekly gains, do you stay fully invested or trim to lock in profits β€” what's your call?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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