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.
$Roundhill Memory ETF(DRAM)$ $Micron Technology(MU)$ $SK hynix(SKHY)$ $NVIDIA(NVDA)$
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