Running a Rule of 40 check on

Running a Rule of 40 check on the memory names.

$SanDisk Corp.(SNDK)$ at 312, SK Hynix at 270, $Micron Technology(MU)$ at 265. These aren't just "good" scores—they're in a completely different league compared to most software or semiconductor peers that barely break 70.

What this really shows is simple: memory isn't competing in the same bucket anymore. It's operating in its own demand cycle, driven by AI infrastructure.

At this point, the narrative is less about traditional semis and more about structural scarcity and pricing power across the entire $Roundhill Memory ETF(DRAM)$ ecosystem.

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