$Roundhill Memory ETF(DRAM)$ The memory cycle continues to demonstrate strength. The ETF has gained over 150% since early April, even with the recent pullback in semis, largely due to its exposure to major memory leaders like Samsung, SK Hynix, and Micron. With AI fueling demand for HBM and advanced memory solutions, upcoming commentary from $Intel(INTC)$ and $Taiwan Semiconductor Manufacturing(TSM)$ regarding second-half memory trends might offer more insight into the next phase of the cycle. Memory remains a key area to watch within the broader AI infrastructure theme.
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