Michael | Hypermarkets — $DRAM added 2 out of 100 calls.
The idea is simple:
Buy $DRAM when it's cheap, hold until my target of $200+ possibly $300.
Here's what $DRAM ETF holds:
🔹 SK Hynix (~26%) — Wo…↗
Michael | Hypermarkets — Everyone is bullish right now. I'm not after June 15:
1. Large IPOs like $SPCX will trigger sell off.
$NVDA — institutions sell liquid mega caps to fund IPO allocations
$AAPL — h…↗
Jun 3
Trade Whisperer — $MU $SNDK Unlimited $DRAM I know it sounds crazy
But the more I think about it, the scale of memory required to deploy AI Agents across every enterprise and every household is alm…↗
Jun 3
Trade Whisperer — $MU $DRAM $SNDK 2026 negotiations for HBM4 are shifting in favor of manufacturers.
Manufacturers have not been able to adjust their prices according to market conditions. Memory c…↗
Jun 3
mon — My favourite stocks in each sector right now:
Nuclear: $SMR
Robotics: $OUST
Rare Earth: $UAMY
Copper: $COPX ETF
Memory: $DRAM ETF
Space: $SATL & $VELO
Solar: $CSIQ, $TE &…↗
Trade Whisperer — SK Hynix Chairman Chey Tae-won reaffirmed a persistent supply deficit of memory chips that could last until 2030, in Taipei on June 2.
SK Hynix plans to double its memory chip waf…↗
Jun 2
Trade Whisperer — $DRAM $MU Oh Boy.
I called the "Chip Invasion Master Plan" in February.
Four months later, it's lined up exactly how I predicted 4 months ago (not rankings).
10 - Samsung 1.56…↗
Michael | Hypermarkets — The easiest way to be a millionaire by 2031:
Is letting your money compound by buying and holding:
For example:
$NOW as demand for agentic AI goes up and token uses increase so…↗
Jun 2
Trade Whisperer — Taiwan overtook India as the world’s 5th-largest stock market $TSM
South Korea overtook India as the world’s 6th-largest stock market $DRAM
Memory and semiconductors just rewrote…↗
Jun 1
Michael Sikand 🦑 — Appreciate the shout @SaiseiInvesting
It is true we had the god tier Photonics and Memory portfolios on @joinautopilot before Roundhill even had $DRAM.
Retail should not have to…↗
Jun 1
Daniel Koss — YTD is now at +315%.
Return since 2024 just passed +3,000%.
May MVPs: $NBIS $DRAM $OUST.
Life-changing money.
These crazy numbers give me a lot of psychological safety to keep t…↗
Jun 1
Trade Whisperer — $MU $SNDK $DRAM
Endless memory loop. There is no exit. https://t.co/IASAxvtM0x↗
Jun 1
Lando — Bought 5 shares of $DRAM this morning, will be DCA over next few days/weeks https://t.co/lEjK4DRKRt↗
Trade Whisperer — $MU $DRAM $SNDK WSJ Article
"AI Has Made Memory Chips More Valuable Than Oil"
"Micron, Samsung and SK Hynix are cheap despite their $1 trillion valuations if long-term contracts…↗
Jun 1
Michael | Hypermarkets — I called out $NOW at $85 → $135 up 160% already.
It's going to triple by 2027 and Trump's favorite stock too.
Right now, these 10 SaaS plays have 1000% potential:
1. $NOW targe…↗
Jun 1
TheValueist — $005930 $EWY $DRAM (Bloomberg) -- Samsung shares rise as much as 5.8% on Korea Exchange to a fresh high, after Goldman Sachs raised its price target to 480,000 won from 360,000 won…↗
Jun 1
Lando — @MarkosAAIG @insane_analyst Is that available on Robinhood. I don’t believe it is unless it’s only through $dram↗
Jun 1
Lando — @MarkosAAIG @insane_analyst Markos given the memory constraint that you’ve talked about time and time again, would you say $DRAM is the play even at current levels? I’m late to the…↗
Jun 1
Lando — @PSInvestor I might buy $dram, looks very promising especially since demand will only continue to become constrained. Any other memory names? I mean the value seems insane even aft…↗
Trade Whisperer — So my friend just ordered a $10k AI workstation to run local LLMs with full privacy. No sharing with cloud.
Last time I checked, this is how every major technology wave starts. On…↗
May 31
Ben Pouladian — My brother @insane_analyst cooked another banger to really make you think!
There is a line in the HBM4 spec sheet almost nobody is reading that could be a true bear case maybe no…↗
May 31
Michael | Hypermarkets — @CifrOracle $DRAM is super good we called it out already!
https://t.co/xeXNUTtxN8↗
May 31
AlmaCap — I'm extremely bullish on memory for the coming weeks, everything we predicted is coming true anon.
As a reminder I published an essay series on memory:
Part 1:
https://t.co/nO0XS…
April 2026 · 3 mentions
Apr 30
Daave “3 and 30” Tepper — “Don’t get emotional about stock”
- gecko
much as i appreciate the name, sold half seagate today
for me, there will be better entries on all the memory names
$sndk $stx $mu $dr…↗
Trade Whisperer — $MU $SNDK $DRAM
If one local AI Agent occupies 32GB of DRAM or HBM, then when one million agents deployed is 32GB Petabytes.
Now we have 8 billion people on earth and millions o…↗
Trade Whisperer — $NVDA is moving into new vector growth, PC. Potentially Edge AI computing for local AI agents.
But here is the bigger picture.
Whether the growth is CPU, GPU, or ASIC, they all…↗
May 29
Tradable Astronaut — This is why we built Aion.
Someone who was down 600k+ earlier this year just crossed $760,000 in their account up 44% YTD.
They said Aion didn’t just find the plays. It gave them…↗
Daave “3 and 30” Tepper — welp it wasn't the wrong answer. very hard to hold an elephant by the tail. $acmr
built cash; exited $dram added $hype
pls do not consider taking action on this level of conc…↗
May 27
Jason's Chips — Inelastic demand (hyperscalers) and inelastic supply (cleanrooms) put together is the secret driver of vertical $DRAM prices.
Small gaps between supply and demand can move the ma…↗
May 27
AlmaCap — Has there ever been anything so strongly Jevons'ed as memory?
Decision making quality = intelligence x context.
I will always want my AI to have more context.
$MU, $SNDK, SK Hy…↗
May 27
Jason's Chips — Memory is the semiconductors of semiconductors
Not being long memory as a semis investor is like not being long semis as an equities investor
$MU $DRAM https://t.co/CSIgdfipmR↗
May 27
The AI Investor — $DRAM continued the run 🔥 https://t.co/t4iPczGc6H↗
May 27
The AI Investor — DRAM supply demand analysis, published bear the bottom of the memory crash.
Many of my paid readers have made a fortune with $MU $DRAM↗
May 26
Jukan @COMPUTEX — SK Hynix Effectively Rebuffs US Big Tech's Offers of Tens of Billions of Dollars in Investment Support
US big tech companies—Google parent Alphabet, Microsoft (MS), and Meta among…↗
May 26
Michael | Hypermarkets — $DRAM easy 1000%-2000% buy & hold play. https://t.co/3n1YAxApGb↗
May 26
Michael | Hypermarkets — If $DRAM goes from $57 to $300 in 10 years...
This is how much you'd make buying $5,000 and contributing every month:
$100/mo → ~$48,000
$200/mo → ~$74,000
$500/mo → ~$153,000
$1…↗
May 25
Michael | Hypermarkets — Ordinary people will be millionaires in 2030 by doing nothing.
Trump is telling everyone what to buy:
$INTC at $20 → $140 then $300
$DELL at $200 → $300 then $500
$NOW at $80 → $…↗
May 24
CK Capital — People think they missed the memory trade.
I don’t think they have even seen the middle of it.
Right before the AI boom hit $MU, $SNDK, and $SK Hynix all cut production. The mem…↗
May 22
AlmaCap — Loads of my picks having record days. Diversify across a basket and you'd have banked 5+ years of S&P 500 gains in a few weeks: $WOLF, $IQE, $LPK, $SOI, $ASTS, $FLY, $SIVE
We're a…↗
Jukan @COMPUTEX — KIS comment on NVIDIA Vera CPU:
On today’s conference call, NVIDIA stated that it expects the standalone Vera CPU market to reach $20 billion in FY2027.
The unit price of Grace C…↗
May 20
Daave “3 and 30” Tepper — high change this month. 30% cash. high lt rates =FAFO; +Hormuz time bomb.
balls long AI@ 55% of equities portfolios; heavy concentration to drive returns with tracking error. … i…↗
Michael | Hypermarkets — 20 stocks I'll add in this May/June 2026 $SPY crash.
Remember, market always bounces back to all time highs.
1. $NVDA $225
Buy: $180–190 Prior breakout and massive institutional…↗
May 13
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Stocks opened lower today as investors reacted to hotter inflation, rising oil prices, and renewed con…↗
Michael | Hypermarkets — $MU is up 2000% from $40 to almost $800 in only 4 years.
It can easily hit $3000-$4000 by 2035. ⬇️
Listen carefully, buy $DRAM ETF (it launched 1 month ago). https://t.co/mzvCfdE…↗
May 11
Jason's Chips — Sometimes when you look back, you realize that stupid mispricings are actually stupid. Why weren't people screaming about SK hynix when it traded cheap enough to earn back its enti…↗
May 8
The AI Investor — Some of my members have made a lot of money from the information in this post.
could be worth millions of $ gain, depending on position sizing.
As some members said, a one piece…↗
May 8
Michael | Hypermarkets — 1 year ago, MU was at $65. It's up 1100% so far.
DRAM launched on 1 month ago and its up 85% already.
Here's every company inside $DRAM and why they'll print 1000%-2000% over th…↗
May 8
The AI Investor — Insane, looks like memory demand is going out of control as SK Hynix received offers to fund its production lines.
$DRAM $MU https://t.co/rqeJm8qb5Q↗
May 6
AlmaCap — My account has grown very quickly.
Many thanks I appreciate you legends. We’re all learning together.
For the low effort “cyclical, commodity” replies. I did think about that.…↗
May 4
BULL OF BRITAIN — Example of an extremely solid portfolio till 2030.
$DRAM - 25% > Memory cycle.
$NBIS - 25% > AI-native cloud infrastructure.
$LITE / $MRVL / $TSEM - 25% > Lasers, optical DSPs,…↗
May 4
The AI Investor — TrendForce now expects mobile DRAM 2Q26 pricing growth of +93-98% QoQ
$DRAM↗
May 2
AlmaCap — I called the memory narrative a week before fintwit caught on (and I have receipts). Similar process that worked for photonics....
Were you listening Anon?
> GPU:CPU ratios in ag…↗