๐Ÿ“‹ Long on $EWY and $DRAM for memory exposure, expecting Samsung and SK Hynix to be highly profitable

medium convictionFirst mentioned Apr 3, 2026

Long on $EWY and $DRAM for memory exposure, expecting Samsung and SK Hynix to be highly profitable.

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Current Price
$62.57
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entry Apr 3, 2026
Thesis Lifecycle
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openedApr 3, 2026

DRAM ETF provides great exposure to memory stocks, especially for those without access to foreign stocks.

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updatedApr 9, 2026

List of 30 US stocks with brief bullish theses covering semis, AI, space, rare earths, etc.

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updatedApr 18, 2026

Long on $EWY and $DRAM for memory exposure, expecting Samsung and SK Hynix to be highly profitable.

source โ†—