DRAM ETF has consistently underperformed it's mix of constituents of high performing memory stocks. Have a look at its composition and the price of DRAM underperforms even Micron. Better off just buying Micron honestly. DRAM supposedly have exposure to the super performing Kioxia in Japan but still unable to show our performance to even its lousiest constituent.
$Cerebras Systems(CBRS)$ buy this DGXX / Digi Power X is linked to Cerebras Systems through a data-center colocation contract. DGXX is becoming an infrastructure / power / data-center landlord for Cerebras. Cerebras will use DGXX’s planned 40MW AI data-center campus in Columbiana, Alabama to host AI compute capacity. The announced Master Services Agreement is described as a 10-year, ~$1.1B contract, with potential value up to ~$2.5B including renewals/options. Revenue is expected to start in late 2026, with full ramp targeted around Q1 2027.
$BRIGHT SMART(01428)$ A financial holding company (FHC) is a type of bank holding company that meets specific regulatory requirements, allowing it to engage in a broader range of financial activities beyond traditional banking. These activities can include securities dealing, insurance underwriting, and merchant banking. To qualify as an FHC, a company must ensure that all its depository institutions are well-capitalized and well-managed, and it must file a declaration to become an FHC with the appropriate regulatory authority .  Ant Group, the financial technology affiliate of Alibaba Group, has been restructuring its operations to align with regulatory expectations, including applying for a financial holding company license in China. Thi