holding DRAM as my lazy way to play the memory supercycle without picking the winner. Micron just printed revenue 4x YoY and guided 50B next quarter, that lifts the whole basket since SK Hynix and Samsung are in here too. ngl the ETF wrapper smooths out the single-name volatility, which after SanDisk dumped 13% then another 5% is exactly the kind of drama i dont want in one position.
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