The setup for $Roundhill Memor

The setup for $Roundhill Memory ETF(DRAM)$ / $SK hynix(SKHY)$ is driven by a structural supply narrative that's getting more attention from traders.

The core idea is that DRAM pricing is in a prolonged upcycle due to persistent undersupply, with expectations for strong pricing power to last for the next couple of years.

If the projected trend holds, each quarter could keep setting new highs for revenue. Some forward-looking models point to significant scale expansion by later-cycle periods, like Q4 2027.

At that stage, estimates suggest potential revenue in the hundreds of billions per quarter range with unusually high margins. That's why sentiment around $Micron Technology(MU)$ is getting more aggressive.

This isn't just being viewed as a cyclical trade anymore; it's being framed as a structural re-rating of memory economics.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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