$Roundhill Memory ETF(DRAM.US) With such a fast pull-up, it's damn hard for me to go heavy. This is a bit awkward. Just bought a small observation position. Damn, it took off.
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PinnedAn Even Bigger Cash Cow Than DRAM — Is SanDisk Really That Lucrative?
At the 2026 Investor Day (see Trans here), WDC laid out eye-popping metrics. Management provided the following outlook:
1) FY27 (through Jun-27): bit growth in the mid-teens, with prices edging up modestly each quarter. This implies the hyper-inflationary phase in NAND pricing has ended. The next four quarters should see steady, incremental price increases.2) FY28–FY30: a) Revenue to grow in the mid-to-high teens, driven mainly by bits (volume). Dolphin Research adds that the company is assuming bit demand CAGR of ~18%, with little to no price contribution...SandiskHot topic
