orange
2026.07.02 04:33

$Roundhill Memory ETF(DRAM.US) took a hit with the group today but the setup into July 10 is what interests me. SK Hynix lists ADRs targeting 29B and owns close to 60% of the HBM market. more supply financing usually means the cycle is real, not fading. small position, adding on weakness rather than strength.

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