To The Moon

$Roundhill Memory ETF(DRAM)$  It's surprising to me that $Micron Technology(MU)$  hasn't hit a new high yet, especially after the earnings were absolutely crushed and the outlook provided was bullish. That's the main reason I'm still bullish on it and view the current move as a temporary pullback, at least until we see those new highs.

$Roundhill Memory ETF(DRAM)$ I'd like to see it get back over $70 soon.

$Roundhill Memory ETF(DRAM)$ The Kospi is gaining, and an upward cycle looks possible.

$Roundhill Memory ETF(DRAM)$ Learned my lesson. I sold calls on 40% of my position. The strikes are $70 by next week, $75 the week after, $80 for three weeks from now, and then $85 in four weeks. If they get assigned, I'd be happy. My cost basis is $62 per share. The plan is, for every 10% the price rises, I'll sell calls on an additional 20% of my position. It's essentially the same as laddering sell orders, but with the added premium. The volatility makes it possible for the price to move past a strike and then fall back below it before expiration, avoiding assignment.

$Roundhill Memory ETF(DRAM)$ If it breaks through that resistance, the move up could be significant.

$Taiwan Semiconductor Manufacturing(TSM)$ That recent performance is incredibly strong. The company just reported record quarterly revenue, driven by AI chip demand. The recent drop isn't because the business suddenly got worse. The entire semiconductor sector sold off. Memory companies like SK Hynix, Micron, AMD, and others also fell as investors considered concerns about AI spending, geopolitics, and took profits after a huge run. TSMC is my favorite in the space. It's the world's leading advanced chip manufacturer and benefits from nearly every major AI company, including NVIDIA, Apple, AMD, and Broadcom. I'm adding to my position here.

$Roundhill Memory ETF(DRAM)$  Bullish divergence forming

$Roundhill Memory ETF(DRAM)$ It's had a phenomenal year, though ups and downs are part of the game. We're at a key range now, and fundamentally, there's no sign the industry is slowing. Memory chip demand keeps rising, and AI is still a major driver. The leading companies in the space are unchanged. From where I stand, it looks solid in the 50s. Sometimes you have to step back and look at the bigger picture.

$Roundhill Memory ETF(DRAM)$ It's been a bit of a ride, but I'm averaging down and staying in.

$Roundhill Memory ETF(DRAM)$ Fund flows bullish divergence