DRAM Roundhill ETF Trust - Roundhill Memory ETF

$DRAM Microsoft just moved it's AI ambitions to the local machine: laptop. No more heavy amount of GPUs and memory meeded to train AI in cloud. No data centers needed. IT IS OVER FOR HIGH MEMORY PRICES. Bear market going forward. https://www.cnbc.com/2026/10/07/microsoft-starts-taking-preorders-for-2599-surface-laptop-ultra.html

Digitimes: Samsung Electronics is seeking 2027 prices for its next-gen HBM that are more than 3x the price of its current HBM3E —- Samsung's reported 2027 HBM4 ask: in the mid-$4 range per gigabit. — Current HBM3E: about $1.50 per gigabit Seoul Economic Daily: A 12-high, 36GB HBM4 stack: about $600 this year & about $1,300 next year $DRAM $RAM.X $MU $SKHY $SNDK

$DRAM is stuck in slight uptrend to sidways trend. This might just stay withing this range until the full 3Q ER season starts. Most big tech ERs start towards end of Oct. $MU $SNDK $SKHY $SOXX

$DRAM I’ve been out of this for a lil while as the move for continuation just hasn’t been there, however, it’s getting close to something now, I just don’t know w/ this ETF whether this is bullish/bearish breakout we are about to enter

Deloitte projects that memory capex will make up roughly 50% to 60% of total semiconductor industry capex in the 2026–2027 period as manufacturers race to keep up w/ AI data center demand Memory now represents roughly one-fourth of the total bill of materials (BOM) for high-end AI server racks, with hyperscalers projected to allocate 36% of their data center capex specifically to memory solutions by 2027 Deloitte ests combined capex from the top 3 memory makers will surge from $43B in 2024 to $14B6 in 2027—a +340% increase!! $DRAM $RAM.X $SKHY $MU

If you’re in $DRAM and are confused by all of this unusual avtivity, it’s Korea again. It’s SKHY and Samsung and all of their followers.

$DRAM I am convinced we are coiling and Q4 will be biblical. Valuation is ridiculous. Buyback program is the catalyst. $MU $RAM

Trendforce Supply Chain Radar as of Sept 28 The DRAM spot market remained relatively quiet this week, partly due to holidays in several regional markets, while buyers stayed conservative & prices fluctuated within a narrow range. The avg spot price of mainstream DRAM chips (i.e., DDR4 1Gx8 3200MT/s) rose +0.93% from $45.89 last week (Sept 23) to $46.32 this week (Sept 29). NAND sellers offered greater pricing flexibility to stimulate shipments, but buyers largely remained on the sidelines amid a cautious market outlook, leaving purchasing momentum weak. Spot prices of 512Gb TLC wafers fell -2.45% this week (Sept 28), reaching an avg quotation of $19.396 $DRAM $RAM $MU $SNDK $SKHY

$DRAM Weekly DRAMa is brewing if things don't rectify next week. Drop down with full body red candle off of the weekly doji and a close under the weekly 20 SMA.

I’m selling the $62 Puts on $DRAM this morning that expire on Wednesday. If successful I’ll make roughly 1.6% for three days. That’s roughly what a CD would pay you for about 5 months. And if I have to buy them back or roll them out, I’ll still make about 1%. Building wealth one trade at a time.

$DRAM $SNDK Gives me $TSLA vibes from last week. So much negativity in this name- thinking it won’t breakout yada yada, then delivery numbers and boom +6%. Sandisk- the narrative is it’s weak compared to MU since it closed 2% off the highs. Meanwhile, Tim’s chart shows just needs to break overhead resistance (1738 is ~ 1.5% above us). Then boom +8% and we are at 1850. SNDK is a Friday mover. Last Friday: 91 point range including overnight gap (red) 9/25: flat (red) 9/18: 190 point range 9/11: 120 point range (down) 9/4: 174 points This week? TBD but likely 100+ points

$DRAM So every sector (XL efts) is up $SOXX and $SMH are up. $MAGS are up too. DRAM is down even on a day when SPY/QQQ are up. 🤔

$DRAM love this stock…heading higher…..I think we will see $70.00 by end of October…maybe higher as the holdings move up….go DRAM.

$DRAM going up after the bell. Remember what happened after MU reported in June ran up 17.6% Bullish

$DRAM the bounced it after the bell only to give it all back +++ interest overnight . chips are dips

$DRAM What is holding this sector back? Micron Samsung and sk hyinx are the most profitable companies on earth and Trade at the lowest PEs in tech. And everyone on the inside says that demand is out pacing supply for the foreseeable future. What is the market seeing that I'm not?

$DRAM yeah who cares if Samsung dropped the second most profitable quarter in corporate history and memory companies are making more money than ever before

$DRAM 62 CALL 0DTE @ 0.48 Friday Lotto! Don't play unless you can Join telegram channel in bio for more trades

$DRAM $RAM $DISK Samsung’s preliminary Q3 2026 earnings guidance reported an explosive, record-breaking surge in profits, driven entirely by the ongoing AI boom fueling its chip division. For the first time in the company's history, quarterly operating profit topped the 100 trillion won mark Estimated at 107.40 trillion Korean won (~$80.2 billion USD). This represents a staggering 782.5% increase compared to Q3 of last year

$DRAM $81.60 I believe is the 52 week high So let's get new highs soon. This is all my opinion.