To The Moon

$Roundhill Memory ETF(DRAM)$ Saw a slight pullback earlier. I'm planning to reload and add some more heading into the weekend. For now I'm just taking the opportunity and accepting the volatility. I think higher highs are ahead in due time.

$Roundhill Memory ETF(DRAM)$ It's become pretty clear to me that South Korea as a whole hasn't really learned anything from the market crash. I'm still adding more DRAM but definitely selling calls and buying puts this time around. DRAM hitting 100+ one day feels inevitable. It is going to be a bumpy ride though.

Days like this almost make you believe in miracles. I know how hard it's been for bulls on $Roundhill Memory ETF(DRAM)$  $Micron Technology(MU)$  $SanDisk Corp.(SNDK)$  $Western Digital(WDC)$  SKHY.

$Roundhill Memory ETF(DRAM)$  $Reddit(RDDT)$ It looks like AI version 2 begins in August, now that big money has bought most of the retail shares at a discount.

Hopefully the US tech recovery we're seeing provides some relief to KOSPI, which is down around 20% after five straight red sessions. DRAM is 47% Samsung and SK Hynix, and those two make up more than half of KOSPI, so the chain is pretty direct. I think we need Korean investors to stabilize and start buying again before $Roundhill Memory ETF(DRAM)$  can realistically get back to the $60, $70, and $80 range. $Micron Technology(MU)$  and $SanDisk Corp.(SNDK)$  aren't going to carry this thing on their own.

$NEBIUS(NBIS)$ $Roundhill Memory ETF(DRAM)$  China isn't slowing down on AI expansion — they're accelerating. It's hard to imagine the US wouldn't respond in kind and keep pushing its own buildout. At this point, it doesn't really feel like there's much of a choice.

$Roundhill Memory ETF(DRAM)$ Those shares at 43 felt like criminally free money.

$Roundhill Memory ETF(DRAM)$  I know this price level is painful for a lot of people. Honestly, stepping away from checking DRAM and memory holdings for a while might save you some unnecessary stress. This probably gets worse before it gets better, which is just part of investing.

$Micron Technology(MU)$ $Roundhill Memory ETF(DRAM)$  $Corgi Lithography & Semiconductor Photonics ETF(EUV)$ It is rough seeing it drop this hard, but I have cash on hand. Going to do what winners do and average down a bit more.

$Roundhill Memory ETF(DRAM)$ First, people said AI demand is peaking. Then, the narrative shifted to China flooding the market with cheap memory. Meanwhile, global AI and data center infrastructure spending is projected to approach $7–7.6 trillion by 2030. That scale of buildout doesn't happen without massive demand for GPUs, HBM, DRAM, networking, storage, and power. The long-term AI thesis hasn't changed.