u/itsthewolfe ·
Reddit — r/stocks
· 2026년 7월 8일, 09:02
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The memory sector is falling off hard these last few days after Samsung earnings came out.
Fundamentals haven't changed, just cash on hand being used for investment and growth/expansion from the biggest positions in the ETF from what I can tell. Forward PE is 4.5 which is great.
DRAM ETF which holds Samsung , MU, and other memory stocks are all around 20% off all time highs. They're up like like 10x but I don't think they've peaked yet and I'm bullish long term.
Is there something i'm missing as to why memory stocks are selling off, or is it really just that Samsung announced factory expansions and will need to pull their liquid cash in?