RAM
Meme
Social trend and summarized meme
%
3
58
-0.1332
0.1489
Short Pct: 0.1%
Sentiment vs. Performance
Updated 2026-06-26T17:40:14+00:00 browser time.
Posted 2026-06-26T03:13:59, updated 2026-06-26T04:14:01 16 0.7935 wallstreetbets
The other thing is that entry barriers are huge to produce DRAM that is good by modern standards. i.e. not wanting to produce what was leading-edge in 2018 but terrible now. Assuming prices stay high enough to justify the capex, then we might see in a few years more Chinese companies trying to enter the market. Even then, companies like CXMT are focused mostly on consumer RAM, since Micron left a huge void in that market.
DRAMThe sad little bubble that couldn't 1 0.81 wallstreetbets
Well the way you put it sounds bullish, but it sounds to me like it's the same story as the tulips. ...
- Yes we need RAM, GPUs and SSDs, but at what point is the cost too high?
The sad little bubble that couldn't 1 -0.6124 wallstreetbets
Recently they've had to start taking on debt to keep buying more RAM, GPU's and SSDd. I wonder who's...
MSFT, GOOG, AMZN and META 1 0.9846 wallstreetbets
They track to more of a traditional IPO - one that needs capital to buildout and scale. In compariso...
- Recall the first tensor cores came out of Google, now everyone is implementing them as co-functions - AMD, INTEL, NVIDIA, and on.
- As with any nascent market with massive spend you need to keep track of the adjacencies (power, networking, storage, compute) and monitor the benchmarks.
- Expect this to go wide then narrow back as the inevitable shake out/acquisition cycles occur.
- The capital being spent in this market is so huge and the solutions so defining that like the internet there is no turning back.
Daily Discussion Thread for June 26, 2026 2 0.8041 wallstreetbets
It looks alright yes - I'm just not sure if its now? It feels like most people are waiting for the R...
- It feels like most people are waiting for the RAM / GPU prices to go down.
Daily Discussion Thread for June 26, 2026 4 -0.5267 wallstreetbets
Hell yeah, just realized MRAM is joining the Russell 2000 today. Still buying DRAM, MU, all the rams...
Samsung to invest 1/3 of South Korea's GDP into chips and AI 16 0.7935 wallstreetbets
The other thing is that entry barriers are huge to produce DRAM that is good by modern standards. i....
- Assuming prices stay high enough to justify the capex, then we might see in a few years more Chinese companies trying to enter the market.
- Even then, companies like CXMT are focused mostly on consumer RAM, since Micron left a huge void in that market.
What Are Your Moves Tomorrow, June 26, 2026 12 0.5994 wallstreetbets
Apparently Koreans are so leveraged to the tits in AI/Memory stocks with margin that every downtrend...
- Korean markets tripped a circuit breaker halting at -8%
- All I know is I'll be able to buy more SNDK, WDC, MU, and DRAM for cheap as Koreans scramble to cover their leverage.
- KBBQ and discounts on free money printers
Holding Through Earnings, What MU Taught Me 5 0.5927 stocks
I am holding MU and RAM. I got in late, so i won't make as much money as some other earlier people, ...
- I got in late, so i won't make as much money as some other earlier people, but i am still making a lot of money.
SQQQ 1 0.8092 wallstreetbets
I played the SQQQ game a while back and lost a bunch of money. Being long instead of short always wi...
- Being long instead of short always wins over a longer timeframe.
- DRAM (memory stocks) and SMH (semiconductors) are the hotness, so just buying a little each week has a higher chance of paying off.
- Then for hedges, XLU is utilities, boring boomer stuff but it often has green days when the market is red.
- Another good hedge is non-US ETFs like VEA, which is a big basket of European and Asian stocks
Microsoft is now cheaper than the April 2025 Tariff crash, yet TTM EPS is up 30%. Huge bargain 17 -0.7391 stocks
Yes, but Satella is willing to sacrifice entire company just to buy 1 extra stick of overpriced RAM....
r/Stocks Daily Discussion & Options Trading Thursday - Jun 25, 2026 2 -0.9049 stocks
Mag7 CEOs belong to jail. Are they re***ed? 81% profit margins in Micron? Google alone could have b...
- Google alone could have bought ENTIRE Micron last year, for like 20% of what they lost just on this drop alone.
- Hyperscalers are bleeding money left and right for a damn RAM chip maker, no less.
- Unlike NVIDIA, not a complicated tech with zero moat.
Too much of my portfolio is from RSUs - how would you diversify? 3 0.6808 stocks
Keep in mind that AVGO and DRAM are very correlated because both depend on the AI boom & demand for ...
- Keep in mind that AVGO and DRAM are very correlated because both depend on the AI boom & demand for compute to justify their valuation.
- - VXUS can give a bit of international exposure and is good.
- - VNQ is a good option, real estate is not very correlated to tech.
- You can lock in 4-5% yields at current rates, depending of duration.
- You say you're a software engineer- the labor market is rough out there, lots of layoffs happening.
Micron situation 1 0.9001 wallstreetbets
Micron is in a great position to profit from the current AI boom. Even still, the numbers make no se...
- Even still, the numbers make no sense.
- Let's imagine they can sell as much RAM as they can make.
- Wanna guess by what percentage they can actually and realistically increase their production by within a 5 year window?
- Sure with the high demand and the low supply, they can charge a higher premium and probably jack up profits a bit more than 2x.
Micron quadruples revenue, +14% after hours. 8 0.6872 investing
Here's the thing: Everybody needs RAM. US AI companies need RAM, Chinese AI companies need RAM. Non-...
- Non-Chinese companies that are running Chinese models will need RAM.
- Even if US AI companies stumble here soon, other companies will step in to run Chinese open-weight models much more cheaply... and they'll need RAM.
MU's after hours earnings beat expectations by a wide margin. It feels like my light has come back again. 3 0.9345 wallstreetbets
Congratulations diamond hand. MU takes up a large position of my portfolio as well but I have not so...
- MU takes up a large position of my portfolio as well but I have not sold shares since it got to 550 and have been adding more during dips, but I do close my MU calls often.
- They really emphasized that they signed 16 SCAs (strategy customers agreements) that typically last til 2030, reserving up to 20% of their DRAM volume and 1/3 of their NAND volume in their earning calls.
- Really bullish stuff since most of these agreements are take or pay agreements with a binding commitment to purchase a specific volume over the term as well.
What Are Your Moves Tomorrow, June 25, 2026 8 -0.8615 wallstreetbets
I have a theory: MM knew this and they decided to push WEN narrative in regardbeststreet just the ...
- MM knew this and they decided to push WEN narrative in regardbeststreet just the day before, so most dumb buyers end up buying WEN and thinking RAM is dead.
Daily Discussion Thread for June 24, 2026 7 0.6249 wallstreetbets
MU CEO gonna come out in a black leather diamond infused jacket and announce a partnership with Open...
- MU CEO gonna come out in a black leather diamond infused jacket and announce a partnership with OpenThropic to boost RAM production using AGI.
The top has yet to come for MU and DRAM 25 0.9146 stocks
I'm not a memory stock shill, but solar panel manufacturing and semiconductor lithography are orders...
- I'm not a memory stock shill, but solar panel manufacturing and semiconductor lithography are orders of magnitudes different in complexity.
Guys am i fukd 10 0.688 wallstreetbets
market doesnt care about mag 7s right now sentiment has shifted. ure catching a falling knife. what ...
- what the market cares about right now is memory, data centres, photonics, and utilities for AI (electricity, or turbines) like GEV.
- sell at a loss which hurts and try it make it back on some dip buys.
The top has yet to come for MU and DRAM 6 0.948 stocks
All I'm saying is that strong demand is great when you can easily increase supply to fulfill it. Thi...
- There's extremely limited fab production capacity and adding more fabs takes a huge investment and a significant amount of time.
- So growth is basically capped right now as there's no way to fulfill the insatiable demand.
- They have raised prices and that's boosted margins but it's not real growth and big consumers of RAM will lock in long term deals basically eliminating price increases as a play going forward.
- The market wants to see incredible growth, but they're handicapped right now.
Daily Discussion Thread for June 22, 2026 13 -0.7717 wallstreetbets
If you still aren't full porting MU and SNDK after Valve just announced their steamOS computer costi...
- If you still aren't full porting MU and SNDK after Valve just announced their steamOS computer costing at minimum $1,100 before tax for mediocre specs, then you don't understand just how stretched thin the RAM and storage industry is currently.
Worried for hyperscalers ($AMZN, $MSFT, $GOOG). Overinvestment in data centres can cause a multiyear downturn. 8 -0.8405 stocks
Look at the debt the hyperscaalers have, think about the fact that their raw materials (compute, sto...
- Look at the debt the hyperscaalers have, think about the fact that their raw materials (compute, storage, ram, energy) are all increasing in prices by orders of magnitude plus some.
- To absorb their input costs, they are going to have to raise product prices significantly which will immediately negatively impact revenue as customers cut back on demand.
- That is going to push the hyperscalers to have to raise product prices further as the cost to run the infrastructure is not going down, ever.
- The hyperscalers replace hardware on a five year cycle, that means 2021 servers are being replaced right now with hardware that is going to cost significantly more than it did in 2021.
- There is no end in sight for price increases, even up 400% demand for RAM has not fallen off a cliff, it's sold out through at least the end of 2027.
Memory stocks - next play? 12 0.7677 stocks
Alphabet was ATH and after earnings stock went up 10% Dell went up 32% AMD went up 4% Intel we...
- Alphabet was ATH and after earnings stock went up 10% Dell went up 32% AMD went up 4% Intel went up 20% Sandisk went up 9% Sk Hynix 3.6% Samaung rallied next day 9%
Weekend Discussion Thread for the Weekend of June 20-21 4 -0.952 wallstreetbets
The general reddit population is livid about it, not understanding how we've fucked ourselves. If RA...
/r/Stocks Weekend Discussion Saturday - Jun 20, 2026 2 0.9477 stocks
Last week: was a consolidating week of trimming profits, rotating from multiple "hold profit" bucket...
- Last week: was a consolidating week of trimming profits, rotating from multiple "hold profit" buckets into one bucket (sold all positions in SPXL, QQXL, TQQQ to put into SGRT), shedding some dead money from UGL (small loss but maybe I make that back by rotating into something more positive trending), watched SPCH come back down so I shed that as well.
- This week: I guess Israel is messing up the peace agreement again so I'm bracing for a red start to the week.
- Hope that SOXL DRAM KORU at least hold through the geopolitical nonsense.
Day-by-day Polarity
| Date** | Open | High | Low | Close or Current | R500* | Mentions | Positive Mentions | Up Votes | Voted Sentiment** |
|---|---|---|---|---|---|---|---|---|---|
| Fri 2026/06/26 | % | % | % | % $25.38 | #1 | 36 | 28 | 57 | 21.30 |
| Thu 2026/06/25 | 79 | 56 | 139 | -6.49 | |||||
| Wed 2026/06/24 | 63 | 49 | 120 | 11.23 | |||||
| Tue 2026/06/23 | 21 | 15 | 26 | 2.01 | |||||
| Mon 2026/06/22 | 22 | 16 | 38 | -9.24 | |||||
| Sun 2026/06/21 | 7 | 5 | 47 | 37.48 | |||||
| Sat 2026/06/20 | 7 | 5 | 17 | -9.77 | |||||
| Fri 2026/06/19 | 4 | 1 | 6 | -2.91 | |||||
| Thu 2026/06/18 | 12 | 9 | 12 | 0.84 |