How Mark Roussin, CPA’s view on $DRAM changed

2026-09-15Bullish
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Speaker wants DRAM exposure for the memory bottleneck theme but prefers acquiring it at a lower price via cash-secured puts instead of buying now.

And that brings us to the investment that I'm making, DRRAM, which is the Roundill Memory ETF. It only launched back in the beginning of April of this year, so it's still relatively a new ETF.

But instead of giving investors broad semiconductor exposure, DRAM specifically targets the global memory industry. That includes companies involved in HBM, DRAM, NAND, and other memory technologies.