To The Moon

$Roundhill Memory ETF(DRAM)$ It's unlikely, but if it dips to my average cost of $58, I'd consider adding more.

$Roundhill Memory ETF(DRAM)$ I've been adding to my position, increasing it by 20% whenever the price dips.

$Roundhill Memory ETF(DRAM)$  I think the recent price movement is mainly driven by algorithms reacting to the lawsuit news and headlines about decreasing Android phone shipments. Honestly, both seem like non-issues to me. The real focus should be on the SK IPO. The stock is still consolidating after those massive MU earnings, which tends to shake out the less committed investors.

$Micron Technology(MU)$ $Roundhill Memory ETF(DRAM)$ $SK hynix Inc(SKHY)$ $Invesco QQQ(QQQ)$ $SPDR S&P 500 ETF Trust(SPY)$ Some key numbers to consider: token demand is projected to grow 24x by 2030, HBM supply is projected to double by 2030, and HBM demand is projected to grow 5x by 2030. There's a massive structural supply/demand imbalance in the market, and it's actually widening, not shrinking.

Options flow shows big money continues to pile into China tech and mega-cap AI names. This isn't random flow; it feels more like directional conviction is building. Details: $Baidu(BIDU)$  - 110C 09/18/2026 | $3.5M | 11.85 avg $Roundhill Memory ETF(DRAM)$  - 80C 07/31/2026 | $6.1M | 5.01 avg | 11% OTM $Alphabet(GOOG)$  - 380C 08/21/2026 | $4.4M | 8.38 avg $Alphabet(GOOGL)$  - 410C 12/17/2027 | $11.2M | 49.03 avg | 16% OTM $KraneShares CSI China Internet ETF(KWEB)$  - 28C 12/18/2026 | $8.1M | 1.28 avg | 15% OTM These are long-dated upside bets stacking u

$SanDisk Corp.(SNDK)$ $Roundhill Memory ETF(DRAM)$ $Micron Technology(MU)$ Waiting for a new "all-clear" signal for these to continue their meteoric ascent. Not exactly sure what that will be, but it's coming soon.

$Roundhill Memory ETF(DRAM)$ Oil prices don't fall just because some people say they'll turn on more wells a few years down the road. They only drop when there's actual relief in supply. To be honest, I'm comparing memory chips to an essential commodity right now. I'm calling their bluff—they're not going to crash this market, just like they didn't manage to at Micron's earnings. They've already invested too much in the rest of the semiconductor ecosystem; bringing it down would take the whole thing with them. Now, those Korean companies, that's a whole different story and makes me hesitant to hold positions overnight.

1.4MSome $80 calls for $Roundhill Memory ETF(DRAM)$  were just bought at $9.70 per contract, a sizable sweep.

$Micron Technology(MU)$ $Roundhill Memory ETF(DRAM)$ $Micron Technology(MU)$ Cantor Fitzgerald analyst C.J. Muse reiterated a Buy rating with a massive price target hike to $2,000.00. The analyst has a 5-star rating. Bullish.

$Roundhill Memory ETF(DRAM)$  Here you get a big piece of the US memory sector, a chunk of the Korean memory sector, and a sliver of the Chinese memory sector. Unless something catastrophic happens, it's a straightforward setup.