$Roundhill Memory ETF(DRAM)$ $

$Roundhill Memory ETF(DRAM)$ $iShares Semiconductor ETF(SOXX)$ $Micron Technology(MU)$ I think we might have seen a short-term bottom here. The Meta news feels like a hit piece designed to spook retail out of their positions. The idea that Meta miraculously found all this excess compute is questionable—it didn't come from a magic compute tree, it likely came from the scaling back of the Metaverse venture. It was already known that Meta was positioning itself as a hyperscaler alongside $Microsoft(MSFT)$ , $Amazon.com(AMZN)$ , and Google. The market's reaction seems overblown. If anything, this situation highlights where capital is likely to keep flowing for the foreseeable future: AI. The direction from here could be up.

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