Reddit Posts
Korean Chip Stocks Slide on China's DRAM Push
ASML and TSMC report back to back this week, and I think ASML’s own guidance has set a harder bar than people realise
Micron's CEO was asked if memory pricing holds into 2028. He answered a different question.
$NLST is changing the rules of the dram business with its patents
Another record quarter from MU, down 2%: why estimates are not expectations
PCE came out as outlined in yesterday's write-up, MU Earnings Review and a More Bullish Q4 Setup
MU update – dropped to $1,054 ahead of Wednesday earnings
What is the bull case for Micron and Sandisk beyond rising AI demand?
Possible Squeeze with NetList (NLST)
What is the bull case for Micron and Sandisk beyond rising AI demand?
AMAT: I Bought The Shovel Seller Instead Of The Gold Miner.
Im taking out an 800,000 loan and I'm taking stock suggestions
Why is SK Hynix losing so much market share and should investors be concerned?
Samsung Developing 8-Layer HBM4E Custom-Built for Nvidia, Targeting Transfer Speeds Up to 18Gbps
South Korea proposes record $597 billion 2027 budget to supercharge AI investment 🔥
SK hynix Eyes Intel Foundry for HBM4E Base Die Manufacturing
Samsung locks up most memory capacity for big tech (HBM spot prices surge) - Trendforce
NVDA Confirms the Memory Bottleneck, PCE Stays Mechanically Hot & Positioning Turns Bullish Into Jackson Hole
Nvidia customers notified about AI-related price hikes above 15%
CXMT planned to use stolen Samsung IP to develop its DRAM: former Samsung engineer who jumped to Chinese memory maker now behind bars
SK hynix & memory stocks are likely to have a rough next 5 days (KOSPI 5 day leveraged trading delay for new investors)
Will DRAM soon have option expiring on Mondays and Wednesdays too ?
forgot about this account and accidentally came back to over 100% gain from NBIG!
VIX Buying Points to a Short-Term Pullback Next Week but SPY Could Still Squeeze Above $780
What are your Top ETFs Picks so far this year? Beyond VOO, VT, VXUS?
SPY Is Coiling Below $775 What Could Trigger the Breakout
Samsung has surpassed the 80% HBM4 yield, entering the 'golden yield' phase, with third-quarter revenue expected to triple
I trade for a living - why I’m still bullish into CPI and the levels I’m trading on SPY, QQQ, oil and DRAM
Micron $MU reportedly can’t even meet half of the data center memory demand
Netlist (NLST) - Samsung settlement (8/5/26) and what comes next
Riddle me this: What should Micron’s lower price be?
After DRAM ETF …. Round Hill Investment released two new ETFS this month (NCLD & LYTE). How likely are you to buy them ?
SK Hynix to Invest 54 Trillion Won in Semiconductor Facilities. New Plants in Yongin, Cheongju to Produce Next-Gen DRAM, NAND by 2029
$1,510,891.00 in one month. Up 8,376% AMA
$1 billion of iPhone 18 Pro chips 'on the shelves awaiting packaging' due to DRAM shortages
CXMT Says No Thank You to Apple’s Demand For A Price Cut, as Huawei And Xiaomi Hand It Rare Leverage – Report
Memory capacity for all of 2027 has reportedly been booked and sold, with no more DRAM or HBM available
Why is it that retail sold semiconductors stocks are at 20x the average pace? All while memory prices hit records. Explain?
Forward P/E is a bad metric to use when valuing cyclical stocks.
Forward P/E is a bad metric to use when valuing cyclical stocks.
202k Recent Losses (Positions attached)
What do you think will be the next product everyone wishes they had bought earlier?
Memory prices are quietly destroying demand for non-AI devices, June China smartphone shipments -17% YoY
We are literally reliving 1999 and just calling it “AI infrastructure” instead of “the internet.”
SK Hynix Rises Over 15% as Citi Says Chinese Memory Makers Won’t Impact Market in Short Term, Memory Tightness to Last Until at Least 2027
Selling $DRAM (up 13% today), evaluating alternatives.
Shorting SNDK to fund the MU long, anyone else playing this pairs trade in semis?
"Buy the dip" but ok what is the final dip after -40% of loss ?
Samsung Expands Hwaseong Fab to Break DRAM Bottleneck. Capacity to Grow 15% by Year-End
Samsung Prepares HBM5 Production, Targets 50% Speed Boost With 2nm Process
SK Hynix Q2 2026 Print: Revenue Surges 257% YoY to ₩79.3T as Operating Margin Hits a Mind-Boggling 76%! HBM4 Mass Shipments Underway. But Share Price plunged 22% to $130.
SK Hynix $SKYH Earnings Shed Light on Memory Capacity and Demand
Chip Rout Deepens on China Competition, Circular Funding Fears
Is the memory trade dead? I'm buying SNDK and DRAM etf
China’s CXMT Surges 466% in Asia’s Largest IPO of 2026
CXMT gained nearly $500B in one day
Are US Tech and Semiconductors still a good investment?
Top ways to invest in innovative companies through ETFs? High risk appetite
Mentions
I don’t see compute outpacing demand anytime soon. also - holy hell the compute that’s coming online in the next year - I cannot imagine what it's going to serve up. Intelligence like nothing we’ve seen. Ever. Not in meatbag form anyways. And people will use it. Heavily. Model efficiencies and all. we’ll still need ever more DRAM. FLASH. We may optimize SRAM further on giant and stacked wafers, and we’ll use more and more compute. Getting the financing terms just right is going to be tricky for some, I imagine. The dot com bubble was about laying too much fiber too fast and crazy valuations of pets.com. This is about raw intelligence. I don’t see the overbuild. Not yet anyway.
Nothing wrong with buying the dip, but that list is really one bet split into six tickers. MU and SK hynix both got hit by the same CXMT DRAM headline this week, and CRWV's whole business is renting out NVDA GPUs, so if the AI capex story wobbles they all drop together. Could easily work out, I just wouldn't call it diversified.
DRAM is rekt lmao damn
Naw for me it was the -$500k in NVDA and DRAM
Let me guess DRAM and SOXX
So memory stocks are going back to where they were few years ago? My DRAM etf is fucked
I picked up some BE, SPX, DRAM, and CXMT long positions before market close. Hows my outlook looking on those? Least confident is the SPX calls I meant to close before 4:15 but got distracted and I'm probably about to lose on those to theta since they are expiring Monday and the IV was jacked to the tits but oh well that was my smallest position at least. So anyways yeah how are we feeling about those tickers right now? Also sheesh wtf did SPCX do right at market close there? That was something.
Damn this is making me rethink my decision to let mine expire to keep the entire premium What are the odds DRAM recovers that much in like 6 months
Some got assigned about 280k shares of DRAM at 55 today.
thank god i bought a RAM when people were saying to buy DRAM
I strongly considered buying some DRAM today, but I don't know what those crazy Koreans are going to do onSunday..
they own blackwell and already purchased Vera Rubin both are much pricies due to DRAM shortage now
DRAM just go up a bit more I promise I'll deleverage this time
And down -40% over the last 5 years, YTD is pretty meaningless unless you bought the stock on January 1st. Which none of the people on Reddit who now own it did, most bought way later just like with DRAM/ SNDK/ MU
We're not even at yesterday's lows in DRAM I'm taking this as a win
375k in DRAM =) TY for entries
No calls, just long DRAM/tech
AVGO GOOG and DRAM small pos 10 shares ea
First they came for my DRAM, I did not say anything. Then they came for my QQQ, I did not say anything. Now I have no money left to speak for me.
Ay DRAM has outperformed SPX in the last 30 minutes
Imagine waking up and buying DRAM last Thursday morning
DRAM almost back to Leopold Levels
I'd watch the funding side more than the revenue share, since debt-funded clouds like CoreWeave have to borrow to order the next batch of GPUs. Their 2032 bonds were yielding close to 15% this week per Barron's, which makes every new rack a lot pricier to finance. Honestly can't tell yet if that shows up in Nvidia's guidance or just in the multiple. Here in Korea, local coverage pinned this week's Hynix and Samsung drop on a Chinese DRAM headline, not on neoclouds.
Not only do we read things 3 days early, we know where the next surge in DRAM usage will come from
…do you think the price of DRAM will go up after all the new manufacturing plants being built go live?
Guys I full port’d into DRAM now I’m underwater someone tell me I’ll be ok if I hold for few years
I literally bought DRAM at the top.. fuck this shit
I'm gey and worried about my DRAM calls that expire in Jan. 52 calls. Please help me
Then why the hell is DRAM down
memory is the most cyclical business in tech, so the market never gives samsung a big multiple on peak earnings. everyone remembers 2019 and 2023 when DRAM prices collapsed and profits went to almost nothing a year after a record. anthropic is being priced on growth that hasn't had a down cycle yet, which is exactly why one looks cheap and the other looks insane
i was waiting for <$800 MU or <$40 DRAM but it never happened, so now i'm just hoping korea melts down again
i bought 400 shares of DRAM this morning
I did something similar with $DRAM couple days ago and now I am down 55%😪
Made 400% on DRAM calls at open, too bad I only threw $11 in lol. If you got Puts today then idk what to tell you
Oui haha. Sitting in the same boat tho. I’m deep in DRAM
**BanBet Created** ▲ | **Record:** 1W - 6L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **DRAM** | $52.00 (above) | $48.28 | +7.7% | Thu, Oct 22, 2:35 PM ET |
DRAM went from -7% to -2% I'm declaring total victory
Look at that green candle on DRAM memory is so back
DRAM has completely reversed the damage of the Korean terrorists. Once again freedom wins
By the time they figure out HBM4, US and Korean manufacturers will be shipping HBM5, DDR6 and next gen 3D DRAM architectures (2029+)
If DRAM is only -2.8% off the shitty Anthropic numbers imagine how good it'll do on a regular day
DRAM HIT THE -2%s WE BACK
Look at DRAM with that monster V we're so back
Would anyone be willing to donate to the memory holders and buy some DRAM
DRAM IS IN THE -3%s WE'RE BACK
Anyone buying more DRAM? Calls looking juicy
Look at those green candles on DRAM you guys should definitely buy in so I can get tf out
DRAM HIT THE -4.x%s WE'RE SAVED
DRAM is only down 5% instead of 7% is this winning
You think $DRAM is going to drop below $40?
The low multiple is basically the market betting on the cycle, and the June call is a decent place to check whether that bet still makes sense. Revenue was $41.5B, up 346% from a year ago, and DRAM prices rose in the low 60s percent in the quarter. That price jump is exactly what people are discounting. What I'd focus on is the 16 strategic customer agreements they signed. Those cover roughly 20% of DRAM and about a third of NAND volume, with around $100B of remaining performance obligations and $22B in cash deposits and commitments. Customers putting real money down is the best argument that this cycle behaves differently. The other ~80% of DRAM isn't under those agreements though, and management said new fab supply is slow to come on because of lead times and skilled-labor shortages. If the deposits keep growing and supply stays tight past 2027 like they expect, the multiple probably looks too low in hindsight. If pricing rolls over, 20% contracted won't hold the earnings up by itself.
Should I cut loss on MU and DRAM or just hold and go down with the ship?
Kinda temped to buy MUU and DRAM at these prices.
What’s everyone doing with their DRAM?
Fuck the guy who said DRAM and chill!
Jesus Christ DRAM is getting absolutely demolished
I just got QQQ en some DRAM calls. we are going to the abyss today. I don't make the rules
DRAM and NASA ETFs post IPOs (SHKY and SPCX) are struggling and honestly I fear the same. When Anthropic IPOs (which is already showing possible issues in the short term) people will buy it and sell DXYZ and VCX. Maybe there will be a pop shortly before ipo
Dipping my toes in the DRAM dip here. Prepare for it to break 40 bulls
Fish is a commodity like DRAM 😭
DRAM holders please report to baggage claim, thank you
The phone angle is the demand-side mirror of the same capacity fight. HBM for AI accelerators pays so much more per wafer that the big memory makers keep shifting lines away from commodity DRAM/NAND that phones actually buy. TrendForce/IDC have been writing about that squeeze for months — memory as a share of phone BOM jumping hard, ASPs up, shipment forecasts cut. Worth separating two different bets though: Micron/SK Hynix/Samsung are the ones selling the scarce memory. TSMC (earnings out today: another record quarter, HPC ~68% of revenue vs smartphones ~21%) is the foundry side of AI, not the DRAM shortage itself. Same boom, different bottleneck. The mega long-dated HBM TAM forecasts in the post are useful as direction, but I'd treat the absolute dollar figures as very model-dependent.
DDR6, HBM5, PCIe 6.0... all three will become available by the time the "tight supply" eases up... in ~2028. Yeah, memory is not going anywhere this decade, even with CXMT ramp up (which we knew was a thing for a while). I would love some cheap DRAM/GDDR/HBM for my homelab, but I just don't see it.
chips but especially DRAM and other commoditized memory type chips for decades were blindingly cyclical and were only ever buys when they seemed like they were going out of business. By this paradigm, yes, MU is very expensive.
I think it's a fine play. I'm going to wait to see if it drops into the 700s, but I'm already heavy into DRAM (hedged, thankfully.)
I giga zoomed in and am only looking at 2 candles it's looking good for DRAM
DRAM is 50 cents off local lows. Memory bros we're back 😭
This sub is gonna need therapy for DRAM-induced PTSD when this is all over with
I’m bigger regard than you for DRAM.
DRAM prices have been cyclical for fifty years. Pocket some of the gain.
The problem is you and I and everybody else already knows about the booked contracts through the next half decade. That got priced in when MU ran 1000% over the last year. What isn't priced in however is unexpected supply coming online from China, as we can see by the 15% drop over the last week and MU breaking its technical support levels. Who knows, maybe the market is wrong and MU is the most undervalued company in the world or whatever, but it's hard not to look at the terrible charts for companies like WDC, STX, and even the DRAM ETF and conclude that the whole trade didn't top out in June.
I tossed 1k into November DRAM calls and literally killed South Korea's entire marketplace
Does DRAM pay a dividend like other RH products? These companies (RAM companies) are making tons of cash, so high div payouts can be a viable option even if share price is down for a while.
Watching my DRAM position go from +180% to 0% has been surreal
DRAM down 10% NBIS down 12% Guess what I bought calls for?
It's honestly impressive I managed to wipe out all the profit I had from entering DRAM at 28
DRAM is 30 cents off local lows it's the start of the bull run
Look a rare green DRAM candle
Going to keep buying DRAM until my portfolio is 0 I breakeven
DRAM? No thanks, I'll take VDE!
RIP DRAM April 22nd 2026 - June 22nd 2026.
DRAM is more shaky, they still haven't recovered from their peak of of $80 a few months ago and there was major resistance at the $60 mark for weeks
Goodbye DRAM you will be missed
You won't send DRAM under 40 I don't believe it
DRAM will be good. unless u got a call, then it depends on your expiration
Well when a journalist from Barrons can write an article on a Chinese HBM chip maker CXMT having better memory chips can tank the semiconductor and AI stocks makes you wonder if he was short SMH or DRAM. One article and one trillion damage so far…can I sue Barrons? Smh
DRAM completely crashes whenever I play weeklies on it holy shit what the hell??? I can never make money on this thing, everyone else? Generational wealth. Me? LMAO
DRAM may recover, that ASTS though
No, but I am not so sure the interest will stay in the memory stocks, and if it is I would not keep DRAM as half of it is Korean stock and they pose a much larger risk than say MU. Like I mentioned it's the second time in 3-4 months that they are wrecking the market.
DRAM will recover. It's under-supplied.
Those DRAM red candles are hilarious