when it's cheap, hold until my target of $200+ possibly $300. Here's what
ETF holds: SK Hynix (~26%) — World's #1 HBM memory supplier to AI data centers Samsung (~22%) — Memory giant powering servers, smartphones, and AI infrastructure
$美光科技(MU)$ (~25% combined exposure) — America's memory champion benefiting from AI demand Kioxia — Leading NAND flash storage manufacturer
$闪迪(SNDK)$ — Consumer & enterprise storage solutions Seagate — Hard drives and AI data storage Western Digital — Storage infrastructure for hyperscalers Why I like it: AI factories need memory HBM demand is exploding Supply remains constrained Memory pricing is rising One ETF gives exposure to the entire memory cycle My thesis: Every AI factory needs GPUs. Every GPU needs memory. Memory is becoming one of the biggest bottlenecks in AI.
$DRAM
= one of the simplest ways to invest in that trend. RESHARE this post and write 1 comment, if you want to follow along and get my entries too.
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