DRAM
Roundhill Memory ETF
技術面賣出
R500今日第 477 名
$48.01
-7.23% 今日 · +2.02% 1W
10月30日 收盤或最新價
盤後 $48.37 +0.75% ·
提及 · 過去一小時
1
相對今日速度 -37%
提及 · 24 小時
19
相對本週速度 -6%
提及 · 7 天
141
72% 正面
平均情緒 · 24 小時
-0.044
每則提及，−1 到 +1
Reddit 怎麼說
過去 7 天多空雙方最多讚的看法。
看多
It would be nice if the US would break up the DRAM cartel again by leveraging it's market power, just threaten them with the FTC like orange man has been doing to his enemies.
About a month ago I no longer felt comfortable holding DRAM etf so I decided to sell my shares.
*SK HYNIX: Q3 DRAM AVG SELLING PRICE ROSE HIGH-20% VS Q2.
看空
Imagine if the world's limited supply in DRAM weren't tied up in a single flaming pile of shit company circlejerking money until the musical chairs stops.
Ich handle Optionen auf SPY, QQQ und DRAM.
I was going to buy protective puts on DRAM the other day but after checking I thought, "No, IV is a little high.
最熱門留言
Micron, SK Hynix stocks fall as Chinese memory maker announces progress in new design
The entire DRAM investment thesis is "demand will be super high forever and supply will never catch up." GL, folks.
熱門留言
最新
Sir, we've just discovered the limits of artificial intelligence. They're financial.
It would be nice if the US would break up the DRAM cartel again by leveraging it's market power, just threaten them with the FTC like orange man has been doing to his enemies. … And force them to build a REAL fab in the US(not an advanced packing facility), and train US workers.
7 小時前
Sandisk ($SNDK) is undervalued
But I will tell you why it happened, as it applies to all your mentioned companies: valuation of their assets approached that of their debts, and that is instant bankruptcy filing. … Oh, you forgot OpenAI, which contracted ~40% of total DRAM production, while having ~$50b annualised revenue, ~$278b cash burn, and ~$665b+ in total liabilities.
12 小時前
OpenAI CEO Sam Altman Thinks It's 'Terrible' for You to Have RAM in Your PC
While economies of scale could theoretically support lower pricing through the cloud, the realities of DRAM manufacturing and energy production don't actually support that. … He's saying it's a poor utilization of resources across the market as a whole, which is even MORE false because it fails to account for the relationship between hardware utilization and failure rates.
Laugh at my pain but also looking for advice
Hold the DRAM and the IREN. Get rid of IREN as soon as you breakeven or get profit. There's a chance neoclouds can come back but they're the most exposed to the growing circular AI debt. If the AI trade does bounce, memory is the king. There is no AI trade without memory and NVDA. Don't know the rest of these names.
Weekend Discussion Thread for the Weekend of October 31-November 1
He can go get DRAMmed in the ass.
OpenAI Raises Less Than Half of $30 Billion Target in Latest Round
Scam Altman needs your money to buy DRAM that you don't need.
16 小時前
Apple Earnings Preview Discussion
AAPL's been acting like a safe haven from every AI and AI adjacent stock, and commands a 40 p/e which is insane for its level of growth. … There's obvious margin pressure going on due to NAND and DRAM prices going vertical, and their price increases have obv decreased demand too.
OpenAI Raises Less Than Half of $30 Billion Target in Latest Round
Altman can't even get half? Imagine if the world's limited supply in DRAM weren't tied up in a single flaming pile of shit company circlejerking money until the musical chairs stops.
Why? Bro only wants all the DRAM, all the water, all the money, and all the land for data centers; why are you so selfish?
Weekend Discussion Thread for the Weekend of October 31-November 1
Sam Altman saying DRAM for plebs is a waste of resources. Seems a pretty copey play in all honesty.
1 天前
Daily Discussion Thread for October 30, 2026
About a month ago I no longer felt comfortable holding DRAM etf so I decided to sell my shares. Then I said, you know, I'll sell cash secured puts instead. Long story short, I'll be assigned DRAM today at $56.00.
What Are Your Moves Tomorrow, October 30, 2026
Damn, good luck! I sold my DRAM calls back in Tuesday and I'm glad I did. Also sold my shares today looking to get back in after the blood bath.
I was going to buy protective puts on DRAM the other day but after checking I thought, "No, IV is a little high. I'll wait." I hate when I'm a clever idiot.
Amazon's Free Cash Flow aka Cash Burn is now -42.4B TTM.
ChatGPT probably glazed them into thinking they were geniuses. "You're not just trailblazing, you're reinventing how the world communicates. If you don't invest the entire GDP of the US in DRAM, China will win".
3 天前
Sk Hynix will moon
Worth remembering how recent the last bust was: Hynix lost money in every quarter of 2023, during the same AI boom, because regular DRAM prices collapsed. … The cycle didn't go away, AI just added a second, more profitable leg on top of it.
The volume already secured under LTAs and the demand currently being discussed with customers taken together means that our DRAM and HBM volumes for the next 3 years through 2029 are effectively sold out. … This arrangement will help us secure a reliable earnings base.
Samsung's record $80.4B profit beats forecasts and tops Microsoft, Alphabet and Meta as chip supplier outearns its AI customers
I am bullish on all, recently added DRAM, and long time holder of AMZN, MSFT and NVDA. … Now I'm invested in DRAM because the party isn't stopping for the next 2-3 years and potentially even more.
Day 3 - $250 to $5k in 50 days before Christmas
Ich handle Optionen auf SPY, QQQ und DRAM. … Und die Angebote die ich gefunden habe um das zu ,,lernen" wollten am Ende immer ein Abo verkaufen.
6 天前
HO LEE SHEET - EWZ -20%
For a second I read that as EWY and was excited to get some super cheap SKHY or DRAM calls. Brazil is ok too I guess. Petrobas and embraer jet may be good buys here.
Two AI Chipmakers Make Up 34% of America's Earnings Boom
Cisco traded at 100X forward earnings at its peak. MU is currently 4X and there's still a shortage of DRAM. Bad Comp.
What Are Your Moves Tomorrow, October 26, 2026
DRAM is down like 40% from its highs lol.
逐日
| 日期 | 收盤 | 漲跌 | R500 | 提及次數 | 正向 | 讚數 | 加權情緒 |
|---|---|---|---|---|---|---|---|
| 11月1日 週日 | 5 | 3 | 6 | -0.2 | |||
| 10月31日 週六 | 17 | 9 | 37 | -11.8 | |||
| 10月30日 週五 | 48.01 | -7.23% | #478 | 18 | 15 | 23 | 5.6 |
| 10月29日 週四 | 51.75 | -4.38% | #487 | 18 | 9 | 19 | 1.1 |
| 10月28日 週三 | 54.12 | +7.13% | #6 | 47 | 37 | 45 | 8.4 |
| 10月27日 週二 | 50.52 | +4.53% | #29 | 18 | 13 | 21 | 4.5 |
| 10月26日 週一 | 48.33 | +2.70% | #49 | 15 | 13 | 14 | 2.2 |
| 10月25日 週日 | 3 | 2 | 3 | 0.2 | |||
| 10月24日 週六 | 4 | 3 | 4 | 0.3 | |||
| 10月23日 週五 | 47.06 | +3.02% | #22 | 2 | 2 | 2 | 0.4 |
| 10月22日 週四 | 45.68 | -7.08% | #473 | 1 | 0 | 2 | -1.2 |
| 10月21日 週三 | 49.16 | +3.02% | #37 | 1 | 1 | 1 | 0.0 |
| 10月20日 週二 | 47.72 | -1.26% | #473 | 2 | 2 | 2 | 0.0 |
| 10月19日 週一 | 48.33 | +4.05% | #9 | 1 | 0 | 1 | -0.5 |
| 10月18日 週日 | 2 | 2 | 2 | 0.4 | |||
| 10月17日 週六 | 1 | 0 | 2 | -1.6 | |||
| 10月16日 週五 | 46.45 | -5.84% | #484 | 3 | 2 | 3 | -0.7 |
| 10月15日 週四 | 49.33 | -1.62% | #456 | 3 | 3 | 3 | 1.0 |
| 10月14日 週三 | 50.14 | -5.11% | #473 | 6 | 4 | 6 | -0.6 |
| 10月13日 週二 | 52.84 | -3.44% | #491 | 1 | 1 | 1 | 0.5 |
| 10月12日 週一 | 54.72 | -4.32% | #489 | 5 | 4 | 14 | 1.3 |
| 10月11日 週日 | 1 | 1 | 1 | 0.0 | |||
| 10月10日 週六 | 3 | 3 | 5 | 2.5 | |||
| 10月9日 週五 | 57.19 | +0.46% | #233 | 1 | 1 | 1 | 0.0 |
| 10月8日 週四 | 56.93 | -5.13% | #496 | 3 | 2 | 3 | 0.4 |
| 10月7日 週三 | 60.01 | +0.82% | #64 | 1 | 1 | 1 | 0.0 |
| 10月6日 週二 | 59.52 | -3.49% | #495 | 3 | 2 | 3 | 0.2 |
| 10月5日 週一 | 61.67 | -0.18% | #350 | 1 | 1 | 1 | 0.0 |
| 10月4日 週日 | 4 | 2 | 4 | 0.2 | |||
| 10月3日 週六 | 5 | 4 | 5 | 1.5 |