$MU Was Just the Beginning — Why $DRAM Could Be the Next AI Monster
1 year ago, $Micron Technology(MU)$ was at $65. It's up 1100% so far.
$Roundhill Memory ETF(DRAM)$ launched on 1 month ago and its up 85% already.
Here's every company inside DRAM and why they'll print 1000%-2000% over the next 5 years:
🔵 $Micron Technology(MU)$ — 24.13%
The US's only HBM chip maker. AI data centers can't run without their memory. Demand will 10x as LLMs scale.
🟢 $SK Hynix, Inc.(HXSCL)$ — 23.61%
South Korea's memory giant and NVIDIA's #1 HBM supplier. Every H100 and B200 chip runs their memory inside.
🟠 $Samsung Electronics Co., Ltd.(SSNLF)$ — 25.02%
World's largest memory producer. Dominates NAND and DRAM. Spending $200B+ to stay at the cutting edge of AI chips.
⚪ Kioxia — 4.98%
Japan's top NAND flash maker, spun out of Toshiba. AI storage explosion will drive massive enterprise SSD demand.
🔴 $SanDisk Corp.(SNDK)$ — 4.81%
Pure-play NAND flash and SSDs. As AI edge devices multiply, flash storage demand grows exponentially with it.
🟡 S $Seagate Technology PLC(STX)$ — 4.75%
The king of hard drives for hyperscale data centers. AI training datasets need massive cheap storage — Seagate wins.
🟣 $Western Digital(WDC)$ — 4.67%
HDD + NAND hybrid play. Pivoting hard into enterprise SSDs as cloud and AI infrastructure keeps expanding globally.
⚫ Winbond Electronics — 0.12%
Taiwan-based specialty DRAM maker. Supplies memory for IoT, automotive, and industrial chips — all growing
fast.
🔵 Nanya Technology — 0.07%
Taiwan DRAM producer focused on commodity memory. Benefits from any supply shortage cycle driven by AI demand.
I added Jan 2018 $70 calls for a long term hold at $15.
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- Investordude1301·05-14 19:32DRAM is the next undervalued gem!LikeReport
