To The Moon

$Intel(INTC)$ Comparing AI to the dot-com bubble misses a key difference: today's leading AI companies are already massively profitable. Back in 2000, many firms just had a website and a dream. Now, they're generating billions in earnings, have real customers, and are seeing growing demand. While AI might see corrections, that doesn't make the underlying revolution any less real. The internet survived the dot-com crash, and AI will likely weather the bearish sentiment too.

$Roundhill Memory ETF(DRAM)$ For those of us who aren't financial experts, we invested in DRAM. It's working out well on two fronts – the returns are solid and it's a low-stress holding.

The memory sector is showing signs of movement again. $Roundhill Memory ETF(DRAM)$  trading above 65 is getting noticed, but the more significant development might be what's happening behind the scenes. SK hynix preparing for a Nasdaq listing under $SK hynix(SKHY)$  represents a major structural shift. It provides direct access to U.S. capital for a key HBM supplier in the AI infrastructure. $Micron Technology(MU)$  is also breaking ground on a $9.3B expansion in Hiroshima, which signals that AI memory capital expenditure isn't slowing down—it's accelerating to build next-generation capacity. The demand backdrop is the critical factor here. AI data c

Holding above $65 into the holiday weekend. Memory names still have momentum. $SK hynix(SKHY)$  heading to Nasdaq could improve U.S. access to the space. $Micron Technology(MU)$  just broke ground on a $9.3B Hiroshima expansion for next-gen AI memory. AI data centers, robotics, autonomous systems, edge AI — the demand story for DRAM and HBM looks structural, not cyclical. This is no longer just PCs and phones. The AI infrastructure cycle still feels early. $Roundhill Memory ETF(DRAM)$  $Micron Technology(MU)$  $SK hynix(SKHY)$ 

$Micron Technology(MU)$ Micron stock shorts after losing their shorts

$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $Roundhill Memory ETF(DRAM)$ $Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$ We are so back.

$Roundhill Memory ETF(DRAM)$ Buy around Upper 20s and Lower 30s

$Intel(INTC)$ 350The share price of Way seems undervalued to me, especially considering the potential once they start mass-producing all the chips.

$Roundhill Memory ETF(DRAM)$ Added to my positions in $Advanced Micro Devices(AMD)$ , $Micron Technology(MU)$ , and $SanDisk Corp.(SNDK)$  today. The market's sentiment on these names, particularly the DRAM segment, seems overly negative from my perspective.

$Roundhill Memory ETF(DRAM)$ $APPLIED DIGITAL CORP(APLD)$ $Applied Optoelectronics(AAOI)$ It's interesting that SK Hynix ADR is set to list in the US next Friday. You could argue it's one of the most important companies for the AI trade right now. The recent price action feels a bit like the kind of dip that shakes out weaker positions before a potential move up. Historically, July tends to be a net positive month. Also, contrary to some views, the AI theme is still very much alive.