$Roundhill Memory ETF (DRAM.US)$ down with the whole complex on the SK Hynix profit scare, but this is exactly why i hold the basket instead of picking SanDisk or Micron individually, no single -15% Korean session guts me. the undersupply-through-2030 story didn't change today, only the margin timing did. adding slowly on weakness, not chasing, and definitely waiting for CPI tonight first.
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