$Roundhill Memory ETF(DRAM)$ The price action over the last month is perhaps the worst I've observed in any sector over a one-month span. Meanwhile, the earnings over the past year are likely the best I've seen in any sector at any point. There's a narrative that future earnings might evaporate, but the CEOs of memory companies are stating demand will outpace supply for the foreseeable future. This upcoming earnings season should be interesting. I think it will become clear that memory is in the driver's seat for the next five years, and we could see all-time highs.
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