Seagate Technology is mentioned as a company held within the DRAM ETF, but no specific investment recommendation is made.
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The creator discusses the Roundhill Memory ETF (DRAM), highlighting its focus on memory chip companies like...
BdinvestinggMay 11, 2026
The creator discusses the Roundhill Memory ETF (DRAM), highlighting its focus on memory chip companies like Samsung, SK Hynix, and Micron. They note the high demand and limited supply for HBM memory, with the top holdings already sold out through 2027. The creator expresses a strong conviction in DRAM, having personally invested $10,000 and seeing a 30% return, feeling they are still not invested enough.
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Western Digital is listed as a company held within the DRAM ETF, but no specific investment recommendation is made.
NVIDIA is mentioned as a customer of SK Hynix for HBMs, but no direct investment thesis is presented for NVIDIA itself.
Micron Technology is mentioned as a key player in the memory chip market and a holding in the DRAM ETF, but no specific investment advice is given for the stock.
SK Hynix is a significant holding in the DRAM ETF, and the creator notes its role in supplying NVIDIA's HBMs, but no direct buy/sell recommendation is made for the stock.
The creator is bullish on the DRAM ETF due to high demand for HBM memory and limited supply, having personally invested $10,000 and seeing significant returns.
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DHX
buy opened May 11, 2026
-3.14%