$Micron Technology(MU)$ $Roundhill Memory ETF(DRAM)$ $NVIDIA(NVDA)$ Some of the bearish arguments seem to be based on questionable information. For those who haven't already, there could still be an opportunity on this pullback.

$Roundhill Memory ETF(DRAM)$ With SK Hynix being added to the Nasdaq, this could be a positive development.

$Roundhill Memory ETF(DRAM)$  needs to break $65.44 and then going towards $70

$Roundhill Memory ETF(DRAM)$  SK Hynix's U.S. listing was reportedly oversubscribed by 7 times. I think the stock could get back to $80 before long.

$Roundhill Memory ETF(DRAM)$  100Before 2026 is a possibility at the current P/E levels. If they get a market multiple of 20, then it could be in the $200 to $300 range.

$Roundhill Memory ETF(DRAM)$ I think it could reach $100 by the end of the year. AI isn't just about large language models. The next phase is physical AI, and the memory shortage is a real issue.

$Roundhill Memory ETF(DRAM)$ I've been buying on every dip here. It's down a lot.

$Roundhill Memory ETF(DRAM)$ The floor held up pretty well today, all things considered. Given that the selloff was triggered by a Samsung liquidation event, DRAM actually held its ground better than the rest of the semiconductor sector.

$Roundhill Memory ETF(DRAM)$  Will open up $62.50+. The South Korea/Kospi has never been a great indicator of what's to come.

$Micron Technology(MU)$ $Roundhill Memory ETF(DRAM)$  I don't see any way SS will disappoint.

$Roundhill Memory ETF(DRAM)$ The idea that memory is still a cyclical business seems outdated to me. The cycle appears to have changed. Looking at recent developments, it feels more like a structural shift. It's worth paying attention to before the market moves on.

$Micron Technology(MU)$ $Roundhill Memory ETF(DRAM)$  Longer term semiconductor demand

$Roundhill Memory ETF(DRAM)$  The demand for AI memory hasn't disappeared just because of a rough patch in the market.

$Roundhill Memory ETF(DRAM)$ It looks set to open higher.

Micron is quietly establishing what looks like one of the most strategic AI memory expansions globally. The Hiroshima expansion isn't just about capital expenditure headlines. It's a long-term positioning move into HBM demand, with a commitment of ¥1.5 trillion (around $9.3 billion) and government support of up to ¥500 billion for the project. That kind of alignment between state and corporate interests usually points to structural industry importance, not a short-term cyclical play. The HBM production ramp starting around 2028 indicates something significant: the AI memory bottleneck narrative isn't a one-to-two-year theme; it's a multi-year supply constraint cycle. For $Micron Technology(MU)$ , this directly strengthens its positioning agains

$Roundhill Memory ETF(DRAM)$ Anyone else seeing the moves in SK Hynix and Samsung? They're up nearly 5% and 7% respectively. That's a strong move.

$Roundhill Memory ETF(DRAM)$ It's definitely volatile, but nobody is escaping the memory shortage—not Meta, Google, Apple, Tesla, or anyone else. Once some positions are flushed out, the move upward should continue. Fundamentally, nothing has changed except the price. It's about staying patient through this period.

$Roundhill Memory ETF(DRAM)$ It seems like there might be some efforts to push prices lower, leading to panic selling. I think these memory stocks are set to move higher. There could be a significant rebound in July this year.

$Roundhill Memory ETF(DRAM)$  This sell-off seems way overdone again. Sellers will likely rotate into something else, and after a week or two, they might realize they want to make money again and step back in. It could be a bit slower next time.

$SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ $Roundhill Memory ETF(DRAM)$  There's no need for panic selling. Memory and NAND aren't going anywhere.