DRAM
Roundhill Memory ETF
stock BATS ETF

DRAM is sitting at 61.00 still holding the gap up? I know we joke about being retarded on WSB but are you good my man?

Not really dumped. DRAM still closed positive AND it's back above the 50 day. Good momentum

Any opinions on AMD acquiring Taalas and the specialty chips they make that require a hugely less amount of DRAM?

LYTE for the optical/ photonic play, DRAM for pure memory. This is what I’m trying anyway

Yeah, I closed my 2x MU for a small loss but recouped that by selling my DRAM stock position pretty much at the top. But the late day DRAM drop made my calls go underwater lol somehow end up losing money as always hehe

I personally would not go that heavy on DRAM given your overall exposure in QQQM and maybe VXUS as we may be approaching the top of the market

I gave DRAM, a shot 2 Puts @ $52, Exp 10/16, delta -0.19 for $1.64 net premium $328.
I should have done more contracts, okay for a first timer.

Too soft.
50% DRAM
50% RAM

All you need is VTI/VXUS, covers everything. DRAM is just you trying to time the market, and trying time the market typically does’t work out for people. Everything in QQQM is already in VTI.
I suspect you are doing some performance chasing with those last two picks.

If you're comfortable with the 30% of your portfolio in DRAM and QQQM potentially underperforming for up to a decade or more, yes this is fine. If you're not comfortable with that possibility, dump them and stick with VTI/VXUS.

PLTR calls DRAM puts.

Currently doing a VTI 50%, VXUS 20%, DRAM 10%, QQQM 20% I’m very new to investing but from everything I learned etfs are the move while learning. Right now these are my position in a Ira I’m leaning towards tech because it’s looks like the best move for now I’m planing on holding Dram for atleast a year then make a move depending on the market. Also my 401 is basically investing in the basic Voo Vxus split so I wanted to be a little different.

Taalas is legit awesome tech. But it's not magic. The fact it can reach the same density as DRAM is already amazing enough. Also that transistor per param is at quantized 4-bit. For greater precision you need even more transistors.

Does this make CRSR a good buy then, Don't they make DRAM and specialized memory?

Yeah you’re gonna want to put DRAM back on the chart bud.

Alr fam let's get another 10% out of DRAM 🫡

50% DRAM
50% RAM

The ingenuity behind Taalas is that it uses the proprietary mask-ROM layer which is as dense as DRAM basically. Basically one transistor per 4-bit. FPGA doesn't really solve this, as the programmable nature of FPGA requires a lot more transistors for gates. Also even FPGA use hard DRAM blocks.

There is a catch or few. We are not sure Taalas can actually serve large models. So far we've only seen the 8B model prototype. DRAM HBM is multi layer and it still requires a lot of silicon. So it will be interesting to see how they work around this limitation.
Also you can't update the model, so every 6 months basically you need a new chip. This is something they could work around as well, but we will see.

Samsung locked in ASML machines for 2028 DRAM production. 🔬
TSMC committed too.
You don't sign multi-year equipment contracts for a theme you think is cooling.
AI infrastructure spending isn't a sentiment trade. It's a capex cycle now.