Nvidia is mentioned as a stock within the memory trade where the creator has significant gains, attributing success to ETF investments.
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DRAM ETF Price Prediction in 2026 for Long-Term Investing (Is it Worth $150?)
Marcos MillaMay 10, 2026
The creator discusses the bullish case for the DRAM ETF, highlighting significant gains made by investors. The core thesis revolves around a current and projected memory shortage extending to 2026-2027, driven by AI demand, which is impacting major tech companies. The DRAM ETF offers exposure to key memory chip manufacturers like Micron, Samsung, and SK Hynix.
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Micron is a key holding in the DRAM ETF and is well-positioned due to the memory shortage.
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MU
buy opened May 10, 2026
+42.49%