$DRAM added 2 out of 100 calls. The idea is simple: Buy
when it's cheap, hold until my target of $200+ possibly $300. Here's what
ETF holds: SK Hynix (~26%) — World's #1 HBM memory supplier to AI data centers Samsung (~22%) — Memory giant powering servers, smartphones, and AI infrastructure
$美光科技(MU)$ (~25% combined exposure) — America's memory champion benefiting from AI demand Kioxia — Leading NAND flash storage manufacturer
$闪迪(SNDK)$ — Consumer & enterprise storage solutions Seagate — Hard drives and AI data storage Western Digital — Storage infrastructure for hyperscalers Why I like it: AI factories need memory HBM demand is exploding Supply remains constrained Memory pricing is rising One ETF gives exposure to the entire memory cycle My thesis: Every AI factory needs GPUs. Every GPU needs memory. Memory is becoming one of the biggest bottlenecks in AI.
$DRAM
= one of the simplest ways to invest in that trend. RESHARE this post and write 1 comment, if you want to follow along and get my entries too.
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.
