The Next 100x Opportunity? It's Not Another AI Stock

Michael Esther
07-12 07:08

$10,000 in $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ on May 20, 2016.

$991,866 exactly ten years later.

Nearly 100x. Almost a million dollars from one ticker.

Here's the NEXT one:

$Roundhill Memory ETF(DRAM)$ — the first-ever memory ETF.

Everyone spent this whole AI run fighting over which stock to own

$NVIDIA(NVDA)$ $Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $Broadcom(AVGO)$ $Advanced Micro Devices(AMD)$ $Apple(AAPL)$ $Meta Platforms, Inc.(META)$ $Microsoft(MSFT)$ $Alphabet(GOOG)$ $Tesla Motors(TSLA)$

Here's what none of them run without: memory.

HBM is sold out.

DRAM contract prices ripped ~90% in a single quarter. Memory is THE bottleneck of the entire AI buildout and the hardest part to scale.

You don't have to pick the winner of the AI race.

You just have to own what every winner is desperate to buy.

DRAM packages the whole memory bottleneck $Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ , SK Hynix, Samsung into one ticker.

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.

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