$Roundhill Memory ETF(DRAM)$ 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 ris
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$DRAM added 2 out of 100 calls. The idea is simple: Buy
$DRAM added 2 out of 100 calls. The idea is simple: Buy
Truths I've Learned After Trading US Stocks:
Truths I've Learned After Trading US Stocks: 1. Regardless of market capitalization, US stocks are highly volatile, with smaller market caps experiencing even greater fluctuations, especially in the first half hour of trading. 2. High leverage is not advisable; it greatly increases the risk of margin calls. 3. The US stock market has a bright future and attracts some of the world's best investors. However, for you trading US stocks, preserving your capital is always the top priority. 4. Developing your own investment research system is crucial: Follow Jensen Huang and Trump's investment strategies in US stocks; Follow the Nvidia supply chain in US stocks; Identify the leading companies in various sectors of the AI upstream and downstream supply chain, buy them, and hold them long-term; F
[Fundamentals] Research Ranking:
Tier 1: Most Solid Fundamentals $Micron Technology(MU)$ Rapid growth (Q2 revenue +62%), cheapest valuation (forward PE around 8x) + HBM sales to sell out by 2026, structurally improving gross margin. Best value for money. Only weakness: Storage is a cyclical stock, vulnerable to cyclical reversals. $Dell Technologies Inc.(DELL)$ Strongest numbers: FY27 revenue guidance of $167 billion, +50%, P/S ratio less than 3x, already profitable, strong cash flow. Weakness: AI server gross margin is thin; gaining scale doesn't guarantee profit margin. $Marvell Technology(MRVL)$ Clearest moat: Custom AI chips for Amazon/Microsoft/Meta, over 20 design orders will be mass-produce
[Fundamentals] Research Ranking:
Leopold Aschenbrenner's top 10 long positions as of today:1. $NBIS 35%2. $SNDK 15%3. $BLOOM 13%4. $CRWV 9%5. $MU 6%6. $IREN 5%7. $CORZ 5%8. $TSM 5%9: $APLD 4%10. $INTC 2%
@TheBeautyofOptions:Jensen Huang calls $NEBIUS(NBIS)$ $CoreWeave, Inc.(CRWV)$ word class AI clouds. I’m holding $CoreWeave, Inc.(CRWV)$ $Tradr 2X Long CRWV Daily ETF(CWVX)$ and Calls $NEBIUS(NBIS)$ • $27B AI cloud deal with $Meta Platforms, Inc.(META)$ • 5GW Partnership with $NVIDIA(NVDA)$ • $2B investment from Nvidia Nebius is positioning itself as a cloud utility for the agentic AI era built to deliver inference and AI compute efficiently at scale. $CoreWeave, Inc.(CRWV)$</
Jensen Huang calls $NBIS $CRWV Word Class AI Clouds
Jensen Huang calls $NEBIUS(NBIS)$ $CoreWeave, Inc.(CRWV)$ word class AI clouds. I’m holding $CoreWeave, Inc.(CRWV)$ $Tradr 2X Long CRWV Daily ETF(CWVX)$ and Calls $NEBIUS(NBIS)$ • $27B AI cloud deal with $Meta Platforms, Inc.(META)$ • 5GW Partnership with $NVIDIA(NVDA)$ • $2B investment from Nvidia Nebius is positioning itself as a cloud utility for the agentic AI era built to deliver inference and AI compute efficiently at scale. $CoreWeave, Inc.(CRWV)$</
There are exactly 3 ETFs built for Space X IPO: $NASA $ORBX & $UFO
SpaceX goes public in 11 days at a $1.8 TRILLION valuation and most portfolios have zero space exposure. There are exactly 3 ETFs built for this sector: $Tema Space Innovators ETF(NASA)$ , $Global X Space Tech ETF(ORBX)$ , and $Procure Space ETF(UFO)$ . Each one targets the space economy differently. I pulled apart all three so you know what you actually own. This is no longer a niche. And for most investors, the simplest way in is one of three ETFs built specifically for this sector. Each one approaches it differently. Here's what's inside. $Tema Space Innovators ETF(NASA)$ The actively curated fund. Tema handpicks posit
There are exactly 3 ETFs built for Space X IPO: $NASA $ORBX & $UFO
$CoreWeave, Inc.(CRWV)$ Credit to Rich Peter (CoreWeave), a standout unicorn in AI compute infrastructure, went public on the NYSE in March 2025. It’s now one of the purest GPU-as-a-Service (GPUaaS) plays in U.S. equities. In mid-May, the firm launched three new AI cloud tools, including CoreWeave Sandboxes, to accelerate reinforcement learning, Agent tool use, and model evaluation. This marks its evolution from a pure “pick-and-shovel” hardware renter to a full-stack AI platform—a shift that should lift long-term gross margins. 1. “Nvidia’s Favorite Child” & Unmatched Compute Moat Amid a global GPU shortage, CoreWeave’s biggest edge is its unrivaled bond with Nvidia—an early strategic investor. It gets earlier, priority access to Nvidia’s
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