The AOTG ETF, managed by John Tinsman, is highlighted for its focus on growth and innovation, with significant holdings in semiconductors and AI-related companies.
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DRAM ETF is Crushing SMH & VOO in 2026...(Should You Buy & Hold Long-Term?)
Marcos MillaMay 7, 2026
The video discusses the DRAM ETF (ticker: DRAM) and its potential as an investment in the memory chip sector, driven by AI demand. It contrasts DRAM with broader semiconductor ETFs like SMH and highlights individual companies like Micron (MU) and SanDisk (SNDK). The discussion delves into the cyclical nature of memory chips, the importance of earnings growth, and the risks and potential rewards of investing in this concentrated sector. The speakers also touch upon other semiconductor plays like AMD and Nvidia, as well as broader tech ETFs like QQQM and AOTG.
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Tickers discussed in this post
QQQM is mentioned as a growth-oriented ETF with significant exposure to technology and semiconductors, often outperforming the S&P 500.
The EWY ETF is presented as an alternative way to gain exposure to South Korean memory giants like Samsung and SK Hynix, potentially at a lower cost than DRAM.
Western Digital is mentioned as a producer of hard disk drives (HDDs), a slower form of memory storage, and is seen as having lower growth potential compared to flash memory players.
Nvidia is acknowledged as a key player in the AI chip market, but its stock performance may be plateauing due to its large weight and investor saturation.
The VanEck Semiconductor ETF (SMH) is mentioned as a broad semiconductor ETF that offers some exposure to memory but lacks the concentrated focus of DRAM.
SanDisk is recognized for its significant revenue and earnings growth in solid-state drives, though it relies on others for manufacturing.
Micron is highlighted as a preferred US-based memory manufacturer due to its control over NAND flash memory production and strong growth prospects.
The DRAM ETF is presented as a compelling, albeit high-risk, investment for gaining concentrated exposure to the memory storage sector, driven by AI demand.