$Roundhill Memory ETF(DRAM)$ I haven't seen a convincing argument that the AI buildout is slowing, that capex is cooling off, that supply has been met, or that memory is still cyclical. It feels more like some bears with inflated egos and weak constitution just posting reaction GIFs. Down days didn't scare me when $Micron Technology(MU)$ was down 30%, and they don't scare me now because I've done my own research. From where I stand, this is just the beginning. I think it could reach $100+ by the end of the year.

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