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The creator discusses the Roundhill Memory ETF (DRAM) as the best memory ETF to buy in 2026. The ETF is not...

BdinvestinggMay 23, 2026

The creator discusses the Roundhill Memory ETF (DRAM) as the best memory ETF to buy in 2026. The ETF is noted for its concentration in three major memory providers: Micron, Samsung, and SK Hynix. The creator highlights the increasing demand for High Bandwidth Memory (HBM) driven by AI and hyperscalers, which is causing a supply constraint and driving demand for these memory components.

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NODKNeutralMedium ConvictionSignal-backedSecondary

SK Hynix is highlighted as a major Korean memory provider and a core holding within the DRAM ETF.

SUGPNeutralMedium ConvictionSignal-backedSecondary

Samsung is identified as a key Korean memory provider and a significant holding within the DRAM ETF.

MUNeutralMedium ConvictionSignal-backedSecondary

Micron is mentioned as one of the three largest memory providers and a key component of the DRAM ETF, with the creator already owning it.

DHXBullishHigh ConvictionSignal-backedPrimary

The creator identifies DRAM as the best memory ETF to buy in 2026 due to high demand for HBM driven by AI.

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DHX
buy opened May 23, 2026
-0.54%