HBM margins are exploding. DRAM pricing is firming. Hyperscalers are spending USD 200 billion to USD 250 billion a year at AI infrastructure through 2027.
$SK hynix(SKHY)$ ? Sold out not for a quarter but for years. With its IPO debut on the Nasdaq on July 10, I believe its share price will go up like a rocket to the moon!
Right now memory is the beating heart of AI and memory stocks are the unbeatable!
A great ETF to buy would be $Roundhill Memory ETF(DRAM)$ as it covers the top 3 best selling memory stocks: SK Hynix, Samsung and $Micron Technology(MU)$ in just 1 powerful trade.
I would buy DRAM as it offers a diversified exposure to these stocks. Maximum impact at minimum cost! That is my favourite way of investing.
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- 1PCΒ·07-07 18:27TOPNice Sharing π @Shyon @Aqa @DiAngel @Barcode @JC888 @Sherniceθ»ε¬£ 20002Report
- BartonBeckyΒ·07-07 17:02TOPIβm heavy in DRAM ETF for exactly this β HBM margins and that 200B-250B spend are hard to ignore2Report