Serenity — @LLTHTRS I did all my DD on memory earlier this year.
I’m just letting my thesis get validated like my $EWY longs which are up 480%.↗
Jun 1
Serenity — And a few months later... my $EWY leaps are now up 485%.
From IV expansion and directional memory longs.
Unfortunately I did see a lot of people sell during the Iran volatility…↗
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…↗
May 2026 · 35 mentions
May 29
tae kim — How to Find the Best Investing Setups $EWY $DRAM $INTC $AMD https://t.co/flflja8qw8↗
May 28
Serenity — Holy crap… My $EWY 2028 leaps are now up 428%+.
So 5.2x ROI trade, in 3 months.
Thats what happens when IV increases and underlying memory assets in SK Hynix / Samsung also appr…↗
May 26
KawzInvests 🦑 — Memory is up almost 200%+ since the March TurboQuant $GOOG panic when everyone said the supercycle was over.
Classic Jevons paradox. In 1865, William Jevons noticed that more effi…↗
May 26
Michael Sikand 🦑 — Congrats to the 730+ investors following my "Memory Supercycle" portfolio on @joinautopilot with $5.3M.
$MU surpassed $1T in market cap today.
The port is up ~11% this morning.…
April 2026 · 16 mentions
Apr 30
tae kim — Update: The 10 stocks I made a bull call on March 30 are up 38% on average after one month $NVDA $AMD $INTC $EWY Don't expect this to happen often https://t.co/FkbvB7eZju↗
Apr 30
tae kim — NEVER FORGET. CHIPS CHIPS CHIPS $SMH $SOXX $DRAM $EWY↗
Apr 28
tae kim — I have been pounding the table over and over on this AI agent megatrend for the last few months. It should be CLEAR and OBVIOUS to ANYONE paying attention.
$NVDA $AMZN $GOOGL $MS…↗
Apr 27
tae kim — SK Hynix is up 49% in a month. Is that good anon? $DRAM $EWY https://t.co/CuaC0Mq6Sm
March 2026 · 22 mentions
Mar 30
Serenity — @TexasMike48 No, I'm largely bullish on memory since I think demand is structural. Price hikes are not, but gross margins will be high for $MU to SK Hynix moving forward.
However…↗
Mar 28
Serenity — @alejandrobatiz It’s currency devaluation after crude/energy spikes messing up the trade.
The War in Iran also messed up my $XLU long since there’s no rate cuts being priced in an…↗
Mar 24
Serenity — @HeLiuLeo So $EWY as a proxy has gotten a tad worse due to current devaluation from Oil/War tensions.
So individually holding SK Hynix might be better as of now.
However, I stil…↗
TheValueist — $EWY (Bloomberg) -- Investors added a net $376.9 million to IShares Inc.'s IShares MSCI South Korea in the latest session for which data is available, increasing the fund's assets…↗
Feb 25
TheValueist — $EWY (Bloomberg) -- South Korea’s equity benchmark has crossed a new milestone just a month after surpassing the once-unthinkable 5,000 mark, as surging global memory demand powers…↗
Feb 24
KawzInvests 🦑 — People keep calling the memory trade "late cycle."
The Bank of Korea just told parliament this semiconductor boom is stronger than any previous cycle and will persist through at l…
Serenity — $EWY calls are now up 300%+, over 4x return if you listened anon?
Not only did IV increase and hold their implied volatility of the South Korean market.
Underlying memory longs i…↗
May 25
Serenity — $RPI, close to ~3x returns.
Off the media branded "Meme Stock".
I think after retail saw institutions bear post my thesis posts.
Then ended up paper handing $AXTI, then $RPI,…↗
May 23
Serenity — I don't post dollar amounts because they don't matter.
What matters is return %. Speaking of that...
YTD: 3840.39%.
I'm probably the only one in the world. Who called out mul…↗
May 20
TheValueist — Good watch from $GS . Cites K-Culture as a bullish driver for $EWY :)
Can the Asia Equity Rally Continue? https://t.co/Yghs1eZ6fw via @YouTube↗
Serenity — Leopold Aschenbrenner is a legend, but I'm not quite sure he can beat 3152.77% YTD in the Serenity Awareness fund.
That being said, I've hit 23 different longs this year with 100…↗
May 14
TheValueist — $005930 $000660 $EWY $DRAM (Bloomberg) -- Samsung Electronics shares rise as much as 5.5% to an all-time high, as investors see buying opportunities after its underperformance of S…↗
May 12
tae kim — "Korea roils market by floating AI ‘citizen dividend'" $EWY $DRAM https://t.co/NQ9t0KkMMk↗
May 11
TheValueist — $EWY all-time high again. How much is real fundamental growth versus momentum chasing is hard to say. However, I believe you will still be very well placed if you are willing to ma…↗
May 11
tae kim — @aleabitoreddit not everyone $EWY https://t.co/KVP0kmkTxO↗
May 11
Serenity — Just two months ago.
Everyone on X was bearish on $EWY, $MU, Sk Hynix, Samsung, saying Korean markets / Memory was like the "Silver Bubble".
And that LNG/Helium/Oil fears would t…↗
May 11
tae kim — Someday it will stop going up, but not today $EWY $DRAM https://t.co/uoQtcC00QG↗
tae kim — The Wall Street Journal's top front page story this morning comes after I pounded the table on the exact CPU, GPU, and HBM memory AI stock themes five weeks ago $INTC $AMD $DRAM $E…↗
May 9
InvestmentGuru — THE MEMORY SUPERCYCLE — and you can play it with ETFs right now.
4 tickers. Different risk levels. Same mega-theme.
$DRAM — +80.3% YTD
→ The pure-play memory ETF
→ SK Hynix 26%…↗
May 9
TheValueist — I wouldn't even think about calling top until the 3x $DRAM is launched. Lol 😆
$MU $SNDK $EWY $000660 $005930↗
May 8
TheValueist — $MU $SNDK $EWY $000660 $005930 This is what I’m talking about. Hahaha 🤣↗
May 8
tae kim — This time is different $DRAM $EWY https://t.co/HkgbOmEFTI↗
May 8
tae kim — The memory chip $DRAM ETF I recommended in April hits $50 for the first time. $EWY I recommended in February doing great too. https://t.co/ZCEXoen6jd↗
May 7
Serenity — I did say $TOWA (6315) would be very boring...
But it just keeps creeping up slowly over time like Hammond.
Maybe going directly with $EWY longs calls would have been more exciti…↗
May 5
TheValueist — $EWY keeps on going... Lots of yachts and supercars will be bought in SK on the back of memory and storage. https://t.co/RDbI2LRwdq↗
May 5
Serenity — I’m just watching everything from $EWY to $SNDK go up enormous amounts…
Even $MU is up 12% today.
Uhhh… YTD is getting a little ridiculous. https://t.co/FJKQjq8YJk↗
May 5
tae kim — UPDATE: my subscribers made a lot MORE money $DRAM $EWY↗
May 4
CK Capital — For a long time the best way to get $SK Hynix and Samsung exposure was $EWY.
I rotated out to buy into what I believe is the more asymmetrical play.
$DRAM launched 5 weeks ago an…↗
May 4
TheValueist — $MU $SNDK $000660 $005930 $EWY Another essential watch on HBM/DRAM/NAND/HDD from @semidoped technical experts. I concur with their insights and the investment implications for the…↗
May 4
tae kim — UPDATE: my subscribers made a lot of money $EWY $DRAM↗
May 1
TheValueist — $EWY all time high. Still more to come. https://t.co/csXBHKvkKb↗
May 1
Serenity — Everyone was doomposting $EWY 2 months ago.
Calling it “Silver Crash” or “KOSPI crash bubble”
Now they’re all flip flopping opinions, saying they were bullish memory all along.…↗
TheValueist — $000660 $MU $SNDK $EWY $005930 KEY READ-THROUGHS FROM SK HYNIX 1Q26 EARNINGS CALL
SK hynix’s 1Q26 earnings call was an unusually important cross-market signal because the company…↗
Apr 23
TheValueist — $000660 $MU $SNDK $EWY We’ll take it. SKH call ended a few moments ago. https://t.co/KFUPmESYdi↗
Apr 22
TheValueist — $000660 $MU $SNDK $EWY $005930 (Bloomberg) -- SK hynix Inc reported net for the first quarter that beat the average analyst estimate.
FIRST QUARTER RESULTS
Net 40.33 trillion won…↗
Apr 22
TheValueist — $EWY all time high and we still have a long way to go.
$MU $SNDK $000660 $005930 https://t.co/PU7NmP2bV4↗
Apr 18
Serenity — @ArkhamInvests I'm still personally long 2028 leaps on $EWY for memory exposure. Those are up over triple digits, since I expect Samsung/Sk Hynix to be printing.
$DRAM was another…↗
Apr 17
Serenity — Genuinely thanks for nice comments.
I share my ideas for free in the end though since I want to help out the retail community.
$TSEM hit triple digit return... so that's 16 diffe…↗
Apr 17
TheValueist — $EWY ascending to an all-time high. +4% on the day. Another great looking breakout chart. https://t.co/2mH8ebTVpd↗
Apr 16
Serenity — Glad to hear it!
I've went long and wrote thesis posts on about out 15 different stocks that hit 100-1000%+ YTD?
1. $AXTI
2. $AAOI
3. $SIVEF
4. $LITE
5. $IQE
6. $AEHR
7. $CRCL
8…↗
Apr 14
TheValueist — $000660 $005930 $SNDK $MU $EWY SK hynix sympathy trade ripper. Samsung coming along for the ride. https://t.co/OwiAyJqCjs↗
Apr 10
Serenity — I feel like I've called out the most triple digit stock returns YTD...
Out of anyone in history? Hence why I have 150k+ followers now!
In just a short timeframe:
$AXTI -> 5x+
$…↗
Apr 8
Serenity — Samsung, SK Hynix both back close to ATHs with $EWY following suit.
Buying back some names that crashed from macro like $MSFT (-21%), $RDDT(-36%), or $HOOD (-31%)…
Or others like…↗
Apr 8
TheValueist — Expect $EWY to continue to rebound if there is a peaceful resolution to the Iran war. https://t.co/P71SwLwQTO↗
— @__Con_ Yes I wanted to edit the post but realized it was a bit late.
Point was Israel/US markets are down less since the War started compared to Asian markets. Israel being the o…
Serenity — One of the most brutal wipeouts occurred in Asian markets today.
China's stock market: -3.63%
Korea's (KOSPI / $EWY) stock market: -6.49%
Japan's (Nikkei) stock market: -3.48
Ho…↗
Mar 19
TheValueist — Thank you! People need to understand that HBM4 and future generations are not simply interchangeable bubble gum sticks like DRAM of 5 years ago. They are much more like highly cust…↗
TheValueist — $MU $SNDK $EWY $NVDA Micron said in prepared earnings call remarks, "We expect both DRAM and NAND industry bit demand in calendar 2026 to be constrained by supply. We continue to e…↗
Mar 18
TheValueist — Will add $EWY if there is a sell-off from here due to elevated oil/gas. https://t.co/mz8YCbAZhO↗
Mar 17
KawzInvests 🦑 — NVIDIA $NVDA CEO JENSEN HUANG JUST SAID:
"We need many many TRILLIONS OF DOLLARS OF CAPACITY...We work with EVERY MEMORY VENDOR, BECAUSE WE USE SO MUCH MEMORY. We are going to wor…↗
Mar 16
Michael Sikand 🦑 — Jensen: "Inference doesn't change the fact that we need a whole lot of memory"
The memory bear thesis that inference reduces the need for HBM just EVAPORATED.
$EWY $MU $SNDK ht…↗
Mar 16
Michael Sikand 🦑 — Free money falls from the sky...
If you simply listen to the CEO of the world's greatest company.
Here are 3 things EVERY retail investor needs to watch for during Jensen's keyno…↗
Mar 16
KawzInvests 🦑 — The chairman of SK Group flew to GTC this week. It is the first time he has ever attended.
SK Hynix holds roughly two-thirds of Nvidia's HBM4 order allocation for 2026 and is the…↗
Mar 13
Michael Sikand 🦑 — 🤯 A top Google researcher and a Turing Award winner published a paper that invalidates memory bears.
Here's what they argued + the competing perspectives on the role of memory in…↗
Mar 10
KaizenInvestor — @acceler8future It is a great buy imo. $EWY has a lot of exposure to SK Hynix and Samsung.↗
Mar 7
TheValueist — Can someone say hot storage?
$MU $SNDK $EWY $NVDA↗
Mar 4
TheValueist — There could be. My position is long-term holds path independent call and bull spread OTM leaps. Let there be vol (certainly better if there wasn’t, but there will be), I’ll take th…↗
Mar 4
TheValueist — Call leaps deep, steep, and go to sleep is my view on all the core GAI infrastructure names I constantly talk about. I'm in the 1/21/28 c185 and added in this past two-day drawdown…↗
Mar 4
TheValueist — $MU $SNDK $EWY $NVDA SOURCE SUMMARY AND INTERPRETATION
TheValueist frames NAND-based SSDs as a “Hard Asset Low Obsolescence” (HALO) product and contrasts that characteristic with…↗
Mar 4
TheValueist — One thing people don't discuss about NAND is that it is a Hard Asset Low Obsolescence product - HALO. Much more durable than GPUs or HBM/DRAM. What does this mean? You can still us…↗
Mar 4
TheValueist — Don’t fade the memory/storage supercycle. Especially when you have Korean investors full-bore in the middle of it. 😂 Years to go.
$MU $SNDK $EWY $NVDA https://t.co/1n2wRcWLgV↗
Mar 3
TheValueist — Dumping every bag into chips/ram/storage.
$NVDA $MU $SNDK $EWY↗
KawzInvests 🦑 — Everyone asking where to hide from the AI selloff.
The answer is right in front of you. Go down the stack into what AI runs on. Chips, memory, photonics, energy.
$NVDA
$MU
$SND…↗
Feb 23
KawzInvests 🦑 — @pumacapital_ No Korea ( $EWY), no photonics ( $LITE $COHR) 6.5/10↗
Feb 23
KawzInvests 🦑 — @Pirat_Nation This is the bull case. When even Chinese manufacturers can charge Western prices, there is no supply relief coming from anywhere. $EWY $MU $SNDK↗
Feb 23
KawzInvests 🦑 — China's DRAM expansion doesn't fix the shortage. It barely dents it.
The global shortfall is 10-20%. CXMT adds maybe 3-5%. Most gets absorbed by domestic factories before it ever…↗
Feb 22
KawzInvests 🦑 — @aleabitoreddit This is the most compelling options thesis I've read in a while. Thanks for the work you put into this it does not go unnoticed. LONG $EWY↗
Feb 22
KawzInvests 🦑 — DRAM prices up 500% since September and memory stocks still trade at single-digit forward earnings.
Micron's revenue is expected to more than double this fiscal year. SK Hynix dou…↗
Feb 22
KawzInvests 🦑 — Bloomberg published the most important article this week of 2026 so far. $EWY
"RAMmageddon" a global memory chip shortage that is now hammering profits across every tech sector f…↗