1PC
08-10 21:02

@koolgal：
🌟🌟🌟The high flying memory sector has just hit an unexpected patch of turbulence. $SanDisk Corp.(SNDK)$ $SK hynix(SKHY)$ & $Micron Technology(MU)$ fell, giving investors a severe case of heartburn! What happened? Changxin Technology $Cxmt Corporation(688825)$ had a blockbuster Shanghai IPO, skyrocketing over 460% to a huge USD 500 billion valuation. To add fuel to the fire, $Roundhill Memory ETF(DRAM)$ officially included CXMT into its holdings. It triggered widespread anxiety that cheap Chinese supply is about to flood the market. To me, this is a Buy the Bus moment. Micron & SK Hynix have already completely sold out their advanced HBM capacity through 2027 under multi year corporate contracts. This is revenue locked into stone. That is why I added DRAM ETF to my portfolio. It offers me all these memory giants served in 1 big basket. Diversification & lower entry point is my tactical strategy to add these titans to my portfolio. @Tiger_comments @TigerStars
🌟🌟🌟The high flying memory sector has just hit an unexpected patch of turbulence. $SanDisk Corp.(SNDK)$ $SK hynix(SKHY)$ & $Micron Technology(MU)$ fell, giving investors a severe case of heartburn! What happened? Changxin Technology $Cxmt Corporation(688825)$ had a blockbuster Shanghai IPO, skyrocketing over 460% to a huge USD 500 billion valuation. To add fuel to the fire, $Roundhill Memory ETF(DRAM)$ officially included CXMT into its holdings. It triggered widespread anxiety that cheap Chinese supply is about to flood the market. To me, this is a Buy the Bus moment. Micron & SK Hynix have already completely sold out their advanced HBM capacity through 2027 under multi year corporate contracts. This is revenue locked into stone. That is why I added DRAM ETF to my portfolio. It offers me all these memory giants served in 1 big basket. Diversification & lower entry point is my tactical strategy to add these titans to my portfolio. @Tiger_comments @TigerStars

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