◆ NeutralDRAMMU
This Unstoppable Tech ETF Is Down More Than 20%. Is It Time to Buy the Dip?
The Motley Fool·
The DRAM - Roundhill Memory ETF (DRAM) has pulled back over 20% from its highs despite strong fundamentals. The ETF provides concentrated exposure to the big three DRAM makers (Micron, Samsung, SK Hynix) benefiting from surging demand for high-bandwidth memory driven by AI. With supply constraints expected to persist beyond 2030 and companies locking in longer-term contracts, the current pullback may present a buying opportunity for investors seeking exposure to the DRAM supercycle.
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