Intel is mentioned as a comparison point to TSMC, with the creator suggesting TSMC performs better in the foundry business.
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DRAM is the Best ETF to Invest in 2026 for Long-Term...(It's NOT TOO LATE?!)
Jul 22, 2026
The creator discusses the DRAM ETF and the broader memory trade, noting its significant volatility and recent pullback. Despite the downturn, the creator believes the underlying memory companies like Micron and SanDisk remain fundamentally strong with low PE ratios and high growth, suggesting a potential for a rebound.
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Tickers discussed in this post
The creator would buy Spotify for music streaming services because they believe it does it better than any other company, despite being based in Sweden.
Nvidia is mentioned as a key semiconductor name with significant potential upside, part of a diversified portfolio strategy.
AMD is considered a good name in the semiconductor sector with potential for significant upside.
Robin Hood is mentioned as a stock that could potentially yield over 20% annualized returns, making it a viable long-term investment.
Salesforce is identified as a company with great and excellent earnings growth, making it a stock that should not be avoided.
Microsoft is highlighted as a company with great and excellent earnings growth, indicating it's a stock worth holding.
Google is mentioned as an example of a tech stock that a neighbor considers overpriced based on general price appreciation, contrasting with the creator's view that being invested is better than not being in the market.
The creator suggests that hyperscalers like Meta might see an increase in value towards the latter half of the year.
The creator suggests that hyperscalers like Amazon might see an increase in value towards the latter half of the year.
