What happened? Changxin Technology $Cxmt Corporation(688825)$ had a blockbuster Shanghai IPO, skyrocketing over 460% to a huge USD 500 billion valuation.
To add fuel to the fire, $Roundhill Memory ETF(DRAM)$ officially included CXMT into its holdings. It triggered widespread anxiety that cheap Chinese supply is about to flood the market.
To me, this is a Buy the Bus moment.
Micron & SK Hynix have already completely sold out their advanced HBM capacity through 2027 under multi year corporate contracts. This is revenue locked into stone.
That is why I added DRAM ETF to my portfolio. It offers me all these memory giants served in 1 big basket. Diversification & lower entry point is my tactical strategy to add these titans to my portfolio.
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- jollyfoΒ·08-10TOP500B and cheap supply still feels like a leap. I grabbed DRAM for the rebalance flow, but how long does that passive bid really last?2Report
- qixooΒ·08-10TOPHBM sold out through 2027 is the whole tell for me. Panic on CXMT headlines feels tradable, not thesis breaking2Report
- 1PCΒ·08-10Nice Sharing π @JC888 @Barcode @Shyon @Aqa @DiAngel @Sherniceθ»ε¬£ 2000LikeReport
- TCTΒ·08-17fully agreed. good luck πLikeReport