DRAM — All updates

Now, here's a cool screenshot from our live stream back on August 4th. It said, "Dam, I'm excited. As I think about this week, assuming the trend becomes our friend, I'm excited. a dollar cost average into DRM now that it's 32% off of its highs.

I think memory stocks are very exciting. And you look at DRAM, what was that? August 2nd. Whoops. Oh, no. August 4th. Sorry, that's what it was. There you go. It's up uh it's up 11% right now.

I think it was up a little bit more earlier today. Yeah, when I wrote this. But anyway, uh 10 15 20% off the lows there depending on where you dollar cost averaged at. So, all I'm saying if you're someone who's looking to get excited about semiconductors, yes, feel free to have some fun with Dr. AM.

And I'll show you another chart here later why it's specifically really exciting.

So, um I think DRAM is more neutral but in danger of breaking down.

So, what did I buy? The DRAM ETF. It's pulled back sharply after an enormous run, but if the AI memory shortage and data center build-out continue for years, this pullback could ultimately be a great long-term entry point.

Just expect significant volatility along the way.