The AI trade is back.
South Korea's KOSPI just jumped 8.18%.
SK Hynix +15.91%
Samsung +8.97%
Memory is becoming the next bottleneck for AI.
Those waiting for a semiconductor pullback may be waiting a long time.
Please stay patient with$Roundhill Memory ETF(DRAM)$ .
The thesis hasn't changed.
AI demand continues to accelerate, HBM remains constrained, and memory supply is still tight.
The market is only beginning to recognize the scale of this cycle.
I'll continue sharing more$DRAM research and strategies with the community.
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