《AI Stocks are CRASHING: Here's What I'm Buying》
说话者希望布局DRAM以把握存储瓶颈主题，但倾向于通过现金担保看跌期权在更低价格买入，而非现在直接买入。
这就引出了我正在做的投资——DRRAM，也就是Roundill Memory ETF。它今年4月初才刚推出，所以还算是比较新的ETF。但与给投资者提供广泛的半导体敞口不同，DRAM专门瞄准全球存储行业，涵盖从事HBM、DRAM、NAND及其他存储技术的公司。
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.