Americans are breaking the bank for memory components — you too can cash in on this trend with the DRAM ETF focused on South Korean manufacturers.

Original Reddit post

Author is bullish on the DRAM ETF, arguing South Korean memory makers benefit from relentless AI-driven memory spending.

DRAM — LONG The author argues the DRAM ETF, focused on South Korean memory manufacturers, will keep climbing because hundreds of billions to trillions are being spent on AI and South Korean workers are reaping enormous benefits from selling expensive memory components. The mechanism is that as long as US individuals and companies keep spending on AI, the memory cash cow won't stop. The author acknowledges counterarguments that SOXX offers broader semiconductor exposure and that owning Micron directly avoids currency and time-zone issues, but counters that DRAM has skyrocketed the most.

DRAM ETF could keep climbing.