To The Moon

$Roundhill Memory ETF(DRAM)$  Just my opinion: based on the strength we're seeing, DRAM could hit $60 soon. If it pulls back at the open, I'll add more. Also, FROG's move was something else — straight from $86 to $95 in a single day. That kind of strength is hard to ignore. The AI momentum feels real right now.

$American Fusion Inc.(AMFN)$ Oversold. Looking to diversify $Micron Technology(MU)$ , NVDA. High dollar volume OTC. Do your own DD.

$Roundhill Memory ETF(DRAM)$ I got into this one during the dip back in July, and I'm still sitting on about a 5% loss. Jumped in a bit too early, same as always. But I do think the old cyclicality might be dead, at least for now, during this AI buildout phase. The pace of development is just incredibly fast, and the demand is astronomical. If memory starts getting cheaper, it honestly feels like it could just trigger the Jevons paradox.

$Micron Technology(MU)$ Micron was around 1,250 just a couple of weeks ago, and since then almost all fundamentals have improved. The only thing that hasn't improved is the Hormuz/Iran situation.

$Roundhill Memory ETF(DRAM)$  $Atomera Inc(ATOM)$ Atomera's MST could find its way into memory applications. If that happens, the current memory market seems like a pretty good time to be collecting royalties. Proving better and cheaper dopant diffusion in GAA transistors was one thing, but adding 3D memories, now validated, takes it to another level. Stacked technologies are where MST also offers several key improvements. It's been a rough ride, but I think a key moment is getting close for the company and the stock.

$Seagate Technology PLC(STX)$ $SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ $Roundhill Memory ETF(DRAM)$ $VanEck Semiconductor ETF(SMH)$ The market has been rough lately, but the memory cyclical trade has been running strong for the last two weeks. Weekly options have been printing quite nicely.

$Roundhill Memory ETF(DRAM)$ Nice action so far. Honestly, I'd love to see it hit 60 tonight.

$Micron Technology(MU)$ Can any early bulls explain the price target thesis for MU? Is there a realistic path to $3–5T market cap within the next 5 years? Curious what the smarter bulls out there think.

$Intel(INTC)$ More money coming in to fund more chips for AI. I'm not really worried about it, keep the offers coming.

$Roundhill Memory ETF(DRAM)$ One reason the DRAM ETF might be close to a bullish breakout is that American investors have been piling in. ETF Db data shows inflows kept coming even while the fund was still in a bear market. The fund pulled in $222 million on August 7, pushing monthly inflows past $5.72 billion. That's taken cumulative inflows to $23.79 billion, making it one of the fastest-growing funds this year. It now holds $23.8 billion in assets and sits among the most heavily traded funds on Wall Street. Another reason the DRAM ETF could bounce in the near term is that the AI buildout is speeding up. Big names in the space, Microsoft, Alphabet, Meta Platforms, and Amazon, plan to spend over $750 billion this year. Tesla and SpaceX are b