RAM
Roundhill T-REX 2X Long DRAM Daily Target ETF
stock BATS ETF

DRAM is literally a one stop shop for all your memory needs - with an added T Bill/cash benefit for hedging purposes and, hopefully, dip buying. The vast holdings are in MU, SK and Samsung (and a bit of SNDK). Honestly, doesn't matter how they rotate the %s these stocks all have absurd growth forecasts with crazier net return on invested capital. I'm super bullish on it and just doubled my position on RAM (2x leverage) on Thursday.
SOXX on the other hand... Is almost entirely shit semis.

I have some old Pentium 486 RAM :)

Yes, both stocks are down due to RAM price increase which means lower profit marginal. But it seems that the bottom has been reached and both Sony and Nintendo stocks are starting to rise.
Why i'm bullish.
**1. The Sector Rotation Play:** Capital is pulling out of overextended AI hyper-growth stocks and moving into consumer, tourism, and entertainment. In a shifting market, Sony and Nintendo are the ultimate defensive, value-oriented safe havens. They have bulletproof balance sheets and massive moats.
**2. The GTA 6 Catalyst is being completely slept on (SONY):** As we see, take two interactive stock is going up due to GTA 6 release in November. But Sony takes roughly a 30% cut on digital sales of Grand Theft Auto 6 made through the PlayStation Store. And there's no doubt that GTA 6 will be the most profitable game of all time.
**3. The Switch 2 Demand is Insane.**
["Nintendo of America, Nintendo's U.S. subsidiary, posts 89% increase in sales to 876 billion yen and 98% increase in ordinary income to 113.8 billion yen for the fiscal year ending March 2026, marking significant revenue and profit growth".](https://gamebiz.jp/news/428828) Switch 2 finished its first 12 months as the second fastest-selling console in U.S. history
**4. Sony is not just about gaming.**
They are a literal Music MonopolyAlongside Universal and Warner, Sony operates as a structural toll-keeper of the global streaming era. They own the music. Every single time someone plays a track on Spotify, Apple Music, or TikTok, Sony gets paid. Paid streaming has turned the music business from a volatile, hit-driven gamble into a highly predictable, recurring cash flow machine. It's basically a SaaS business disguised as pop culture.
**Sony quietly controls over half of the global image sensor market.** Every smartphone relies on their hardware to make its camera work. And real growth story is the automotive industry. As cars move toward self-driving and advanced driver-safety features, they need tons of cameras and sensors. And Sony is the one who is building the eyes for the next gen transportation. Future growth is guaranteed.
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Is anyone planning to buy or already own Nintendo/Sony shares? Do you have any thoughts on Nintendo and Sony stocks?

There is no RAM (well there of a shortage), the demand for RAM for AI will continue to accelerate. The additional capacity from the committed additional $1T in fabs over the next 10 years will not help the problem in the next 5. There are different NGOs positing the AI is a bubble and these stocks are up so much people are getting nervous about any negative sentiment. The PEs of RAM companies are hovering bellow 10, and their profit margins and sales volumes are going nowhere but up. AGI is less than 2 years away, and then this will get really interesting. I think the RAM stocks are a good bet.

Agree. It might pump more, but playing with fire at this point. Tulip mania over RAM??? lol couldn't give it away a few years back

Listen, this entire thread is completely ignorant and shows you guys have no clue how high-end smartphone hardware actually works.
The idea that Apple or any top-tier manufacturer is just going to pivot to cheap Chinese memory is an absolute joke. Look at the current hardware landscape. Even Samsung, a company that literally manufactures its own memory chips, had to rely on American-made Micron RAM for the Galaxy S25 series. Samsung actually had to back off from using its own in-house memory chips because they were dealing with poor yields and severe heat management issues on their own production lines. If a giant like Samsung had to swallow its pride and buy from a major rival just to ensure their flagship phones didn't overheat, what makes you think Apple is going to use substandard Chinese RAM?
China's memory technology is generations behind the curve. Top-tier phones cannot use inferior RAM because China's silicon is physically too large, draws way too much power, and generates far too much heat. Modern high-end devices require cutting-edge, power-efficient memory that allows the chip to run at significantly lower voltages to preserve battery life.
Think about it. When people are paying premium prices for a top-tier phone like my Galaxy S25 Ultra, absolutely no one is going to buy a device that constantly overheats and drains its battery in half a day just because a manufacturer wanted to save a few bucks on inferior Chinese components. What the fuck? The idea that Apple can just throw money around to use garbage RAM completely ignores the laws of physics and thermal dynamics. You guys are completely ignoring reality.

Listen, calling all memory a "commodity" right now is a massive oversimplification that completely ignores the reality of the AI supercycle. You're treating HBM like it's standard DDR from a 2015 desktop.
Here is why the "cheaper source" argument is dead on arrival:
1. HBM is NOT a generic commodity: Legacy DRAM might behave like one, but HBM3E and the upcoming HBM4 are highly complex, custom-engineered, 2.5D/3D packaged silicon. You don't just "swap suppliers" to save a buck. It requires intense, ground-up collaboration with GPU designers.
2. The Untouchable Oligopoly: There is no magical cheap source to pivot to. Only three companies on the planet - Micron, SK Hynix, and Samsung - have the advanced packaging tech, patents, and yield rates to produce AI-grade HBM at scale. If the Mag 7 wants to run next-gen AI accelerators (like Nvidia's Blackwell or the upcoming Vera Rubin architecture), they are absolutely forced to pay what those top three demand.
3. The Structural Supply Squeeze: Producing HBM is incredibly resource-intensive. It eats up roughly 3x the wafer capacity of standard DRAM. Because the big three are shifting massive amounts of their fab capacity to meet this insatiable AI memory demand, the overall supply of standard memory is actively shrinking. This supply constraint is exactly what gives memory makers their pricing power back across the entire board.
4. China is Generations Behind: CXMT and domestic Chinese foundries might be able to pump out legacy chips for consumer electronics, but they are years behind the bleeding-edge curve required for AI. Due to export controls, they lack the advanced lithography equipment and packaging yields required for HBM3E and beyond. They cannot act as a relief valve for this bottleneck.
5. The Apple Factor: Even looking outside of data centers at the broader consumer market, the idea that a hardware giant like Apple is going to pivot to inferior, bargain-bin RAM for their iPhones is an absolute joke. With the massive push for on-device AI, they require top-tier, high-bandwidth LPDDR memory. If Apple tried to cut corners with substandard Chinese memory, the devices would bottleneck instantly and they'd get mocked like a fat kid in the schoolyard by the entire tech industry. They are locked into premium suppliers just like the hyperscalers.
The Mag 7 aren't holding anyone hostage this cycle. The memory makers hold the leverage, and their pricing power is locked in by physics, fab capacity limits, and advanced packaging bottlenecks - not just market sentiment.

RAM's all at a big discount, so SNDK or DRAM

I'm not sure if the statement "shifts the bottleneck to RAM" is correct. In a datacenter rig, you need to load the model just once. How many tokens you can generate, ist still mostly dependend on memory **bandwith.** This doesn't change with MoE.
Computing power is also important, but not even the main bottleneck, RAM speed is.

Ain't no way the foldable Apple iPhone is coming in less than $2,400. Because they sure as s*** aren't going to equip it with 64 gigs of RAM

> They are adding another heiarchy of RAM by using DRR4 via CXL
That actually makes lots of sense. I've always bought dual processor workstations for years. Always just a little out of date with current tech. I'd find ECC Memory from company's liquidating their servers for pennies on the dollar. Also, the xeon processors would also be selling for near nothing.
It makes sense for these companies to, instead, create a functional place in the new architecture for the old parts. It's far more cost-effective than spending gobloads of money on the newest tech every year and a half only to sell it off for pennies.

I have 10k DRAM and 2k RAM.
We ride to Valhalla together brother 🫡

Add to that models might soon factor in price per use. And more efficient use of RAM. See Z.AI

all in RAM and thank me later

Can you do PUTS on an IPO? That shit is gonna nose dive faster than... well shit I don't know but unless the chips they are giving with your sandwich is RAM, this isn't gonna go well.

You guys don't understand it. They just download old unused RAM from the internet just like I did back in the day. Probably put in a USB stick or something. I just hope they don't get a virus, which happened to me.

The cure to the RAM issues is to somehow make HDDs useful (yes the spinning rust).
The thing is 225HDD will match one DDR5 module in speed if all all split equally and there is no diminished returns.
But If we do compression in RAM and it can be unpacked by a CPU fast enough we can see memory need reduction.
I am sure those ideas were explored and dont work for some reason.

"Dad, why are we eating ice cube for dinner"
"Because Zucc made RAM uncool son"

Meta just found a genius way to avoid getting ripped off by skyrocketing RAM prices by building a custom chip to recycle older memory parts that still have years of life left in them... It slashes their data center costs significantly and boosts their profits

Fr I tell people to buy global funds like VT and some Canadian banks and like 5% to play speculative stocks but for myself I’m like all in on RAM etf lmao