I'm consistently buying these four names on every dip. $Micron Technology(MU)$  – memory remains one of the cleanest ways to play AI infrastructure demand. When cycles turn, this is usually one of the highest beta beneficiaries. $Roundhill Memory ETF(DRAM)$  – this is more of a thematic basket play on memory demand expansion. It's less about single stock execution, and more about the structural shortage of bandwidth within AI systems. $Advanced Micro Devices(AMD)$  – it's still a core compute alternative across gaming, datacenter, and AI inference. Not the hype leader, but a consistent participant in the cycle. $

$Roundhill Memory ETF(DRAM)$  The price is cheap enough for a lot of retail holders... It's a good ETF along with VOO.

$Micron Technology(MU)$ $Roundhill Memory ETF(DRAM)$  Aletheia Capital has raised its price target on SK Hynix to KRW 5.3 million. Their basis is: 10x CY27E FCF, and 10x P/E. This implies 125% upside from the current share price.

$Lumentum(LITE)$  Market makers are working really hard today to keep the price under $964. They just won't let it run. The market action this afternoon seems to indicate it's being accumulated and held. Hope we see the benefits later this week.

$Roundhill Memory ETF(DRAM)$ The scanner flagged this early, up 8.9% and still holding near highs. I'm not chasing here, but if it pulls back to around $70 and holds, I'm in for a bounce.

$Ciena(CIEN)$  and $Lumentum(LITE)$  had a nice move today. Jen is probably going to say she's never heard of Ciena again.

$Roundhill Memory ETF(DRAM)$ CNBC reported today that Micron Technology was up more than 7.5%. Tech stocks rose amid the broader rally, and the stock got a price target hike from TD Cowen. Analysts now see it hitting $1,500, calling memory's role in the AI buildout structural, not cyclical.

Memory players are insane with gains.. $Micron Technology(MU)$  $SanDisk Corp.(SNDK)$  $Roundhill Memory ETF(DRAM)$  STX $Western Digital(WDC)$ 

$Micron Technology(MU)$ $Roundhill Memory ETF(DRAM)$ If these numbers hold—85%+ gross margins sustained into 2027—it completely resets the narrative. This isn't just a cyclical memory trade anymore. It starts to look like structural pricing power in DRAM. The market hasn't fully priced in what sustained high margins do to long-duration multiples. If this sticks, everything downstream in semis gets re-rated. This changes the tape.

$Roundhill Memory ETF(DRAM)$ SIA data shows global semiconductor monthly revenue hit $110.5B this April, up 11% month-over-month and up 93.9% year-over-year. Annualizing April's $110.5B run rate yields roughly $1.32 trillion. Historically, market consulting groups like McKinsey and SEMI had mapped out the $1 trillion milestone to be hit by FY30. Instead, the industry is pulling that achievement forward by 3-3.5 years, now tracking to hit it by 1H27 and maybe even by YE26.

$Roundhill Memory ETF(DRAM)$  This feels a bit addictive - I want to get back in. Took profits earlier and now looking for a re-entry. I'm thinking it needs to break through the low $60s resistance first, as it seems stuck in a trading range.

$Lumentum(LITE)$ $COHERENT(COHR)$ JPMorgan analyst Samik Chatterjee notes that shares of optical suppliers Coherent and Lumentum are down nearly 20% from their early June highs due to a host of concerns, including limited summer catalysts and worries about delays in co-packaged optics adoption. However, JPMorgan sees a more interesting setup emerging as once-lofty optical premiums begin to look more palatable. The firm views the selloff as a buying opportunity and reiterates Overweight ratings on both Coherent and Lumentum. JPMorgan's channel checks suggest co-packaged optics adoption is on track.

$Roundhill Memory ETF(DRAM)$ Keeps dropping and I add one share at a time on dips. This is my highest conviction pick for a potential 2-5x return over the next few years.

$Micron Technology(MU)$ $Roundhill Memory ETF(DRAM)$  Things are really heating up in the HBM4 space. SK hynix just placed a 44.2B Won TC Bonder order with Hanmi. The HBM4 ramp is clearly accelerating. Jensen has certified Samsung, SK hynix, AND Micron for HBM4 – no more excuses now. On pricing, buckle up: HBM4 today is at $16.60/GB. Bernstein sees it reaching $53/GB by 2027. On the AI rack side: Morgan Stanley priced Vera Rubin racks at $7.8M. Bernstein thinks it could be $9.1M. If you're still treating this like “just another semi cycle,” you might be missing the bigger picture. HBM is becoming the fuel powering the AI boom.

$Micron Technology(MU)$ SK hynix just placed a 44.2B Won TC Bonder order with Hanmi, which signals that the HBM4 ramp is picking up speed. Jensen has now certified HBM4 from all three: Samsung, SK, and Micron. Current HBM4 pricing is at $16.60/GB, and Bernstein is forecasting it to reach $53/GB by 2027. For the Vera Rubin racks, MS estimates $7.8M, while Bernstein estimates $9.1M. This is a massive tailwind for memory players—high-bandwidth memory demand is only accelerating. Keep an eye on MU.

Networking, security, and semiconductor adjacencies are showing strength: $Fortinet(FTNT)$  $Viavi Solutions(VIAV)$  $Amphenol(APH)$  $Amkor Technology(AMKR)$  $Lumentum(LITE)$  These are critical layers of the AI and data infrastructure ecosystem. They often move with a different timing than the headline AI names.

$Roundhill Memory ETF(DRAM)$ Holding up pretty well today. SpaceX has messed up the entire markets this week.

$Roundhill Memory ETF(DRAM)$  Thanks for the dip, added some more. Now looking to see if it can get to $70+.

$Roundhill Memory ETF(DRAM)$  Micron's earnings on 6/24/26 are expected to be strong. How will this impact a DRAM ETF? Seems positive to me. Best to all.

The next wave of AI winners isn't always obvious. I'm watching these: $NEBIUS(NBIS)$  $Lumentum(LITE)$  $Applied Optoelectronics(AAOI)$  $Tower Semiconductor(TSEM)$  SIVE. Networking, optics, manufacturing, and infrastructure are becoming critical bottlenecks. Every AI buildout eventually runs through these layers.