The new ETF $Tema Memory ETF(D

The new ETF $Tema Memory ETF(DISK)$ just launched, a pure play on the AI memory bottleneck. HBM, DRAM, NAND, storage—all sitting in the tightest part of the AI stack right now. Demand from training and inference is running ahead of supply.

The basket includes $Micron Technology(MU)$ , Samsung, SK Hynix on DRAM, $SanDisk Corp.(SNDK)$ and Kioxia on NAND, plus $Western Digital(WDC)$ and $Seagate Technology PLC(STX)$ on storage.

Timing matters here. The memory cycle is already tightening and pricing is improving. $Micron Technology(MU)$ flagged it first, and $Tema Memory ETF(DISK)$ just packages the whole trade.

When ETFs start targeting a theme this directly, flows are usually already rotating.

Anyone adding memory exposure here, or still sticking to single names?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":580910524543200,"tweetId":"580910524543200","gmtCreate":1782846416000,"gmtModify":1782885992160,"author":{"id":9000000000000142,"idStr":"9000000000000142","authorId":9000000000000142,"authorIdStr":"9000000000000142","name":"fizzzi","avatar":"https://static.tigerbbs.com/df4fa8f4a07de7855d1ef44804bdd5a9","vip":8,"userType":8,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":76,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://community-static.tradeup.com/news/fa4f969812c147e4bf8bd10d21aa48d7","width":"414","height":"197"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/fa4f969812c147e4bf8bd10d21aa48d7","width":"414","height":"197"}],"title":"","html":"<html><head></head><body>The new ETF <a href=\"https://ttm.financial/S/DISK\">$Tema Memory ETF(DISK)$&nbsp;</a> just launched, a pure play on the AI memory bottleneck. HBM, DRAM, NAND, storage—all sitting in the tightest part of the AI stack right now. Demand from training and inference is running ahead of supply.\nThe basket includes <a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a>, Samsung, SK Hynix on DRAM, <a href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$&nbsp;</a> and Kioxia on NAND, plus <a href=\"https://ttm.financial/S/WDC\">$Western Digital(WDC)$&nbsp;</a> and <a href=\"https://ttm.financial/S/STX\">$Seagate Technology PLC(STX)$&nbsp;</a> on storage.\nTiming matters here. The memory cycle is already tightening and pricing is improving. <a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a> flagged it first, and <a href=\"https://ttm.financial/S/DISK\">$Tema Memory ETF(DISK)$&nbsp;</a> just packages the whole trade.\nWhen ETFs start targeting a theme this directly, flows are usually already rotating.\nAnyone adding memory exposure here, or still sticking to single names?\n<img src=\"https://community-static.tradeup.com/news/fa4f969812c147e4bf8bd10d21aa48d7\" tg-width=\"414\" tg-height=\"197\"></body></html>","htmlText":"<html><head></head><body>The new ETF <a href=\"https://ttm.financial/S/DISK\">$Tema Memory ETF(DISK)$&nbsp;</a> just launched, a pure play on the AI memory bottleneck. HBM, DRAM, NAND, storage—all sitting in the tightest part of the AI stack right now. Demand from training and inference is running ahead of supply.\nThe basket includes <a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a>, Samsung, SK Hynix on DRAM, <a href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$&nbsp;</a> and Kioxia on NAND, plus <a href=\"https://ttm.financial/S/WDC\">$Western Digital(WDC)$&nbsp;</a> and <a href=\"https://ttm.financial/S/STX\">$Seagate Technology PLC(STX)$&nbsp;</a> on storage.\nTiming matters here. The memory cycle is already tightening and pricing is improving. <a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a> flagged it first, and <a href=\"https://ttm.financial/S/DISK\">$Tema Memory ETF(DISK)$&nbsp;</a> just packages the whole trade.\nWhen ETFs start targeting a theme this directly, flows are usually already rotating.\nAnyone adding memory exposure here, or still sticking to single names?\n<img src=\"https://community-static.tradeup.com/news/fa4f969812c147e4bf8bd10d21aa48d7\" tg-width=\"414\" tg-height=\"197\"></body></html>","text":"The new ETF $Tema Memory ETF(DISK)$ just launched, a pure play on the AI memory bottleneck. HBM, DRAM, NAND, storage—all sitting in the tightest part of the AI stack right now. Demand from training and inference is running ahead of supply. The basket includes $Micron Technology(MU)$ , Samsung, SK Hynix on DRAM, $SanDisk Corp.(SNDK)$ and Kioxia on NAND, plus $Western Digital(WDC)$ and $Seagate Technology PLC(STX)$ on storage. Timing matters here. The memory cycle is already tightening and pricing is improving. $Micron Technology(MU)$ flagged it first, and $Tema Memory ETF(DISK)$ just packages the whole trade. When ETFs start targeting a theme this directly, flows are usually already rotating. Anyone adding memory exposure here, or still sticking to single names?","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/580910524543200","repostId":0,"isVote":1,"tweetType":1,"viewCount":201,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["WDC","DISK","SNDK","STX","MU"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":654,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/580910524543200"}