$DRAM Don't buy knockoffs! Buy a storage ETF instead! The DRAM ETF is the only fund that focuses purely on storage chips. Its top three holdings—SK hynix, Micron, and Samsung—make up 77% of the portfolio. If you want to bet on storage prices rising, this is the one to buy.
Micron's latest earnings report was explosive: revenue surged 379%, net income hit 37.7 billion, and gross margin soared to 87%. Management said they couldn't see an end to the supply-demand imbalance, and more than 75% of 2027 capacity has already been locked in. DRAM contract prices are set to rise another 10% to 15% in the fourth quarter, while NAND prices are expected to rise 15% to 20%. These price increases just won't stop.
Shortages, rising prices, and surging earnings—three engines firing at once. This is a highly certain opportunity. You can buy with your eyes closed and go long!
Micron's latest earnings report was explosive: revenue surged 379%, net income hit 37.7 billion, and gross margin soared to 87%. Management said they couldn't see an end to the supply-demand imbalance, and more than 75% of 2027 capacity has already been locked in. DRAM contract prices are set to rise another 10% to 15% in the fourth quarter, while NAND prices are expected to rise 15% to 20%. These price increases just won't stop.
Shortages, rising prices, and surging earnings—three engines firing at once. This is a highly certain opportunity. You can buy with your eyes closed and go long!
