Rate Of Return
Commemorative$Roundhill Memory ETF(DRAM.US)
An article that every storage sector investor should read. It's too long to post here, and we respect the author's hard work in the analysis.
It provides a comprehensive analysis of HBM, DRAM, and NAND, covering their cyclical nature, commodity attributes, model technology, demand, and production growth rates in detail.
Only by understanding the logic can one make the right decisions amidst SK Hynix, Micron, and SanDisk's repeated new highs.
Before the next technological leap and before the reduction in Capex by major upstream companies, not many negative factors are visible for now.
x.com/fi56622380/status/2...
$Intel(INTC.US)$Taiwan Semiconductor(TSM.US)$NVIDIA(NVDA.US)$SpaceX(SPCX.US)$Micron Tech(MU.US)$XL2CSOPHYNIX(07709.HK)$XL2CSOPSMSN(07747.HK)$Sandisk(SNDK.US)
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