DRAM

zerowaitestate

If I win the midterms, every adult American will get 256 GB of DRAM.

daddysgirl794

There are many examples of uncomfortable realities people find difficult to accept. Here's one for this sub - June was the top for DRAM, and everything we've seen since has been a dead cat bounce

IcyIllustrator2200

yes, 20% of cash for day trading. 80% of long positions on MU, AAOI, DRAM

2020isgreat

My life and death depends on DRAM performance next week

ProjectStrange3331

I manage my sons IRA and have him in the following. I prefer vgt over nasdaq based on personal preference. VTI 49.9% VGT 26.2% VXUS 17.6% DRAM 4.0% EMEQ 2.4%

Fieryhotsauce

DELL reaching ATMs while DRAM remain in a stagnant channel makes no fucking sense

x7_omega

What that picture means: \- there is memory (DRAM), there is storage memory (NAND), and there is storage (HDDs) \- there are 4 makers of DRAM, 3 or 4 makers of HDDs, and many makers of NAND \- you bunched up these intricacies into "Memory/Storage" pile, and found "rare lagging opportunity", as DRAM is going up (SKHY, MU are up), while NAND and HDDs are going down (SNDK, WDC, STX, KXIAY, at least today).

daddysgirl794

There are many examples of uncomfortable realities people find difficult to accept. Here's one for this sub - June was the top for DRAM, and everything since has been a dead cat bounce

iBoughtAtTheBottom

Been away from options for about two months is there any new tickers or hyped up stocks? I need to be in the loop with? Last big rise I caught was DRAM.

TreGet234

The Defiance Memory UCITS ETF (ticker: DRAM) was launched in Europe on June 18, 2026.

daddysgirl794

There are many examples of uncomfortable realities people find difficult to accept. EHere's a likely one for this sub - June was the top for DRAM, and everything since has been a dead cat bounce

yummynothing

Cry. Holding DRAM @ 58.8, AMAT @ 535, ASTS @ 70.86. No cash left. Fml.

Alternative_Cup1267

Fuck fuck fuck fuck fuck think INVERSE IM BUYING DRAM CALLS 👍🏽👍🏽👍🏽

hotforlowe

Apple is testing chinese DRAM, so good look.

MaxEhrlich

DRAM and SOXX gotta be safe with these ppi numbers, right?…RIGHT!?! I’m fucked

WarmMinimalist

DRAM

nicolas_06

Potentially. Especially Chip makers and DRAM makers are unlikely to do that over the next 5 years. The big gains are behind us.

nicolas_06

Your world fund has more of them than your DRAM fund...

WhatMattersHere

Got it. In that case I’d mentally group the DRAM basket and SMH together as one broader semiconductor and storage tilt rather than treating them as separate diversifiers..Samsung and Micron provide direct memory cycle exposure, while Seagate is primarily a storage drive company rather than a DRAM producer. They won’t behave identically, but the basket is still exposed to cyclical hardware demand, inventory, capacity and pricing risks. Some or all of those companies are also likely already present in the world fund..At 2.5% the DRAM basket alone won’t dominate the portfolio. The more useful limit is the full 10% satellite allocation, because Google, Amazon, SMH and the memory/storage basket collectively express the same general decision: overweight technology relative to the global market. If that is an intentional experimental sleeve, 90% world and 10% satellites is coherent. I’d simply rebalance it back to the chosen limit rather than continually adding after strong performance. If you don’t have a specific reason for the overweight, 100% world remains a perfectly complete alternative.

MikeCheck_CE

On the gold topic. People will tell you that gold still grows long term, yea correct but not that it tends to rerate on super large sudden jumps, the super-long cycles where it trades sideways for years (sometimes decades) before re-rating again. I would consider that the gold we are seeing now, is largely priced in, and who knows when the next rerate comes. If you weren't already holding gold, it's probably not worth buying now. As for the rest of your portfolio. Having 90% in a broad index and 10% satellites is certainly defensible. As mentioned, think you'll find the stocks you chose are already doing the same thing as your world index, they all go up and down together, and if they do slightly exceed the index that return on your overall portfolio will be quite small. Of what you chose, I'd suspect that DRAM will have the highest torque in terms of outperforming the rest of the portfolio.

ramz_xo

DRAM includes Samsung, Micron, Seagate Tech. Basically memory stocks.

PaperHandsTheDip

It's called risk capital, and 10% is perfectly ok to use as risk capital. 2.5% of that in a single position is fine. He's not throwing it away lol. Market is reflecting the value of memory as what it believes it is worth today. Perhaps you disagree, but market does not. It's very possible demand for it continues to grow as AI booms in which case it turns into a fantastic investment. $LAPTOP coin is a horrible analogy. It's a meme with no real world value. Memory is not, it's fundamentally required to run computers. The companies inside DRAM are some of the largest and most important companies out there for anything tech / semi related.

WhatMattersHere

A 100% world fund is already a complete strategy. The 10% satellite portion is optional, not a diversification gap that needs to be filled..Google and Amazon are almost certainly already meaningful holdings in the world fund, and SMH plus the DRAM position add more semiconductor exposure. So your proposed portfolio isn’t “world plus four new diversifiers.” It’s the global market with an intentional overweight to mega cap technology and semiconductors. That can be perfectly reasonable if it’s what you actually want. I’d avoid choosing something merely because it sounds “high risk, high reward.” Concentrated risk can produce higher returns, but it can also produce worse returns without compensating you for the extra risk. A useful rule for the 10% would be that you can tolerate it underperforming the world fund for years without abandoning the core or increasing the allocation after a run up..Gold is also optional. It can behave differently from stocks in some environments, but it doesn’t produce earnings or cash flow and isn’t necessary for a 30 year growth portfolio. I’d only add it if you can identify the specific role you want it to serve, not simply because portfolios sometimes include gold. What is the exact world fund, and what ticker or product do you mean by DRAM? That would show the actual overlap before deciding whether the satellite positions are doing what you intend.

Yottahz

Feels like DRAM didn't get the message stocks are falling.

kvndoom

The only green in my account today is DRAM. It's like we've inverted June and July.

Aggravating_Fig6288

DRAM 0DTEs loaded at .10 and sold at .66, done for the day unless it gets a big red candle to reload on

Aggravating_Fig6288

DRAM has dailies now? Oh fuck sign me up I’m loading the slot machine now

vandalizethethief

They are making less DRAM specifically and focusing on HBMM which is basically 3D SDRAM & developed by AMD, SK Hynix and Samsung in 2013 I believe. They can’t have more bandwidth without stacking So the newest version HBMM 4 stacks DRAM dies 32x allowing for more bandwidth and less power then DDR4 or GDDR5. SK Hynix has approximately 60% of this market. Since it takes 32 dies of the latest DRAM and stacks it for AI each HBMM chip makes DRAM that much more scarce.

andytobbles

DRAM is sitting at 61.00 still holding the gap up? I know we joke about being retarded on WSB but are you good my man?

onerandomcomputerguy

Not really dumped. DRAM still closed positive AND it's back above the 50 day. Good momentum

RiskyOptions

Any opinions on AMD acquiring Taalas and the specialty chips they make that require a hugely less amount of DRAM?

music_is_gud

Yeah, I closed my 2x MU for a small loss but recouped that by selling my DRAM stock position pretty much at the top. But the late day DRAM drop made my calls go underwater lol somehow end up losing money as always hehe

Unusual-Lie8889

PLTR calls DRAM puts.

tothemoon_probably

Yeah you’re gonna want to put DRAM back on the chart bud.

Guillotine-Machine

Does this make CRSR a good buy then, Don't they make DRAM and specialized memory?

onerandomcomputerguy

Alr fam let's get another 10% out of DRAM 🫡

solidsneeze

ate DRAM for breakfast, then got my SMH on at the gym

MaxEhrlich

Just holding DRAM and SOXX, down like 14% and feeling like this should be a time to just cut my loss on what’s hopefully a green day.

SpiderWil

wtf happened to DRAM? it just fell

EyeOfTheDevine

Just cop up some DRAM

OrangeManBibi

Only DRAM Shrek today. Buy SOXL

Xtal_D

The number of times I've missed buying shares because I got out of bed is small but still surprising. I was going to take a much bigger position in DRAM when it was around 54.5 the other day, but I needed to get up to get my phone for 2fa anyway and when I sat down a couple of minutes later it had jumped almost 2% and never retraced. I was going to put about 1/4 of my savings in it.

trackdaybruh

Woops, I meant to say RAM. Accidentally said DRAM instead

HubbaMaBubba

Nonsense comment, HBM still uses DRAM dies just stacked with an interposer.

OrangeManBibi

DRAM gang is back. Will DRAM bears also be back ??? LOL

Pereise1

Hedged my oil calls with DRAM calls and they both mooning 👌🏽

trackdaybruh

Basically, they are switching a good chunk of their DRAM productions into HBM4, because of the decreased DRAM production there will be shortages of DRAM inventory. DRAM is used for RAM, including VRAM. This means enterprise and consumer RAM and GPU (GPUs that are using GDDR and not HBM) prices will be going up even more

Apple2o

Yeah they want 100$ per trade, so 200$ to get in and out of something like DRAM or MAGS right now

music_is_gud

If DRAM hits 70 tomorrow, I'll give y'all a favor at the Wendy's

Apple2o

Just buy DRAM bruh it’s not rocket science

andytobbles

DRAM go BRRRRRR

andytobbles

This is the coil on DRAM https://preview.redd.it/if7598ty77oh1.jpeg?width=1179&format=pjpg&auto=webp&s=93ebc6ae542978d5e364e331c1953e1285233415

SuperBrazilNuts

Now is probably the best time to short DRAM

KYEEZY98

VGT or DRAM, what is the better buy and hold?

Footsoldier420

Hey guys, tomorrow's picks are SNOW, GDX, DRAM

onerandomcomputerguy

And I'm here for it. Basically full port DRAM 🫣

andytobbles

DRAM at 61.42 on hyper liquid, the pump continues

KYEEZY98

Should I DCA into DRAM or VGT? Obviously Vanguard tech index would be the safer option, but memory balance sheets look really good.

Pereise1

Half ported into a mix of USO calls and DRAM calls before Friday close. Any of these printing?

asria

Good, it's AGI on cloud - now let's chase for local AGI (even more pressure for DRAM and other Semi). Last stop will be AGI on smartphone.

CallMePyro

Yup. We all know those 1Tb Vera Rubin Ultras are never hitting the street. 3 petabytes of 32 high 3D DRAM are pure fantasy. We know the yields won't get there. Sam Altman will die

Vlisa

not worried it’s gonna go on a tear?  include myself, been bagholding MU LEAPS and SNDK/DRAM shares

SuperBrazilNuts

When I studied MRAM it looked good. Unrelated to AI server ram or DRAM

andytobbles

DRAM at 60.20 right now on hyper liquid. Imagine not buying memory during that painfully obvious coil.

onerandomcomputerguy

Don't feel bad, I'm underwater on DRAM Actually wait we both should feel bad

Shoganai_Hito

DRAM and ~~chill~~ freak the fuck out

SanDisk_Made_Me_Rich

Marvell & Broadcom got a shorter tailwind (data centers). You don't put networking and XPUs in a sex robot. But you definitely put DRAM & NAND in a sex robot

-mini-kuma

Relax, EU/UK-poors will act as a buffer on Monday, reducing a full-blown crash for US on Tuesday. With a bit of luck, Asia will hold their DRAM gains from Friday close. Most of the Korean ants have been liquidated already.

InvestigatorPlus3229

we dont need oil as long as we have DRAM

YOUNGSAGEHERMZ

I half ported DRAM. May the odds be in our favor.

Charming_Raccoon4361

buy a DRAM , hang it around your neck and start to rap

liuqiu_rangers

Hynix and Micron declined in HBM because Samsung ramped up. Hynix declined in overall DRAM segment because they're more focused on long-term HBM positioning with LTAs. I really wouldn't worry too much right now.

Any_Listen9792

DRAM

andytobbles

If DRAM holds above 59.40 on the 4H candles next stop is 62.04.

rickochetl

The problem with SRAM is that it's crazy expensive to make and it takes 6 times as much die space as DRAM. DRAM has gotten more expensive, but it's still relatively inexpensive compared to SRAM. You can either run your 25000 Groq chips for 13TB SRAM or you can use just 45 Rubin GPUs, using just 6-12 TSMC wafers and a bunch of DRAM. Rubin is already 5-10x faster than Blackwell, and you can make 40-80 times as many of them as you can make Groq chips. So your "150x faster than Blackwell" is much less wafer-efficient than Rubin. While I'm bullish on basically everything AI, I think this analysis is not going to be the reason why it continues to accelerate. That said, you can be right for the wrong reasons and still make plenty of money.

Lelwrektnub

Do I sell my DRAM? Surely with the MACRO there’s more downside than upside

SnS2500

If you have this concern over other companies taking a bit more of an incredibly growing pie, then invest in the pie of the entire industry via DRAM and DISK, rather than limiting yourself to a single bet on part of the pie. The bottom line is all these companies are making gigantic profits for the medium future. It's kinda like looking a gift horse in the mouth to worry too much about whether some other way to bet on the industry could make you a few dollars more. Just be sure you have some money sensibly in the industry somehow.

Designer_Respect4285

Their share of HBM also declined though. Also, and this is probably temporary, but I believe commodity DRAM prices actually went up more than HBM recently.

IWantoBeliev

DRAM

solidsneeze

at least one person reading this is fomoing back into DRAM today 🤭

grandfatherdog

These bags wouldn't be so fucking heavy if they just put SNDK in DRAM. It's all memory, just play nice together.

scanline-wyvern

hahaha the rotation is REAL, always check IGV/DRAM and MAGS/IGV and MAGS/DRAM

nilgnauh

let me recover on DRAM and im never touching sector etfs again

MaxEhrlich

Half in SOXX half in DRAM is what I’m on, up 50% on the year but down like 50% over the past 2 months. It’s a fucking scary ass ride

cogit2

Why am I talking about training? The same reason you're talking about 25,000 Groq chips. That's a supercomputer-scale system just for inference? >In other words, if the world demands extremely fast AI tokens (and why wouldn't they?), then there will not be nearly enough capacity to go around. So this issue here really comes down to evidence. This is a supposition that the world wants extremely fast tokens - where's the actual evidence of demand? The software world is working with expensive Claude tokens already and running into budget limits. Faster tokens means an even-higher cost. I'm not hearing anybody saying "We need faster tokens", but a lot of the industry is saying "We need to be able to keep AI within our budget". That doesn't suggest SRAM supercomputer-sized systems, it suggests optimizing existing systems to minimize token use, and possibly even reversing back to DDR4 DRAM systems to reduce costs even further. As for the stock implications, this doesn't yet fit the bill of a complete hypothesis, what this represents right now is an idea without sufficient evidence that the industry is demanding these types of solutions.

RZDirInvest

SRAM capacity is too small and/or it will take too much space in the logic die. It won’t work. DRAM ON Logic die stacking is a better solution. Optimized SRAM size can help though.

cogit2

>The rest of your post is wrong because your technical assumption is wrong. This is a strange claim to make considering how obviously verifiable the response is. And why are you only introducing concepts like weighting and vectors in your reply, not in your central thesis? Shouldn't you be explaining the architecture of your setup so you don't intentionally mislead people? The bottom line: yes, network bandwidth becomes an issue. Nvidia didn't invent NVLink and the entire industry didn't decide to develop a competing alternative because network bandwidth doesn't matter. Large training clusters are typically training on data sets vastly larger than what they can store on-net. Network communication is a requirement, and therefore networks communicate at network speed, not cache speed. Why on earth would you build a networked system and only train it based around the limit of a 500 MB cache? I will admit this is entirely possible - it's just a gross use of CapEx, and therefore highly cash inefficient. So your idea works, it's just every company out there can save money using systems with better architectures, and the Groq option is only cash-optimized when the training needs are exactly its capacity. Go 10% larger or smaller and its performance loses out to DRAM-based systems.

Shoganai_Hito

DRAM and ~~chill~~ freak the fuck out

Wonderful-Sail-1126

>If you combine Groq chips in an MCM (multi-chip module), you expand the SRAM memory, but now you're talking networking 2 chips together, which reduces system performance to DRAM performance at best. At that point DRAM wins.  This is clearly wrong. You do not send all 500MB of weights across the network. You only send the activation vectors which are in kilobytes or megabytes. The network bandwidth never becomes the bottleneck. The rest of your post is wrong because your technical assumption is wrong.

Swimming-Dingo-9695

Hopefully that works out better than DRAM and chill LMAO

cogit2

So this all comes down to application and tradeoffs. If the limit of a Groq chip is just 500 MB that means most smartphones today have more DRAM. Then there's the application: even the desktop AI systems today include 128 GB of DRAM in an attempt to run the most-capable models. This means Groq is only suitable for small models if all you rely on is SRAM. If you combine Groq chips in an MCM (multi-chip module), you expand the SRAM memory, but now you're talking networking 2 chips together, which reduces system performance to DRAM performance at best. At that point DRAM wins. To even consider larger systems, involving multiple blades of Groq hardware, now you can't use MCM, you've got to resort to LAN networks using some NVLink or equivalent, maybe silicon photonics. What you end up with is: DRAM can scale as large and fast as the limits of network bandwidth today, meaning it is the memory of choice. The fact is SRAM is simply too limited a technology to provide any meaningful aid to AI training. If the AI model is small enough, SRAM can provide a boost, but now we're talking the pico-models that are even too small for smartphones. Very limited applications for any models like that these days.

reeeeso

DRAM fucked :(

Different_Pack_3686

DRAM down 20% over 3 months lol.

scanline-wyvern

DRAM is pretty much the only red thing today haha

CityzenMIA

dont worry bro ive convinced myself too after being 70% down just full port DRAM

Guilty_Ad_8433

Was so easy to swing trade DRAM for a few months. Been holding these bags at 55 for way too long. Memory dead?

heretogetpwned

That switch requires businesses that are also trying to get away from CapEx to get back into the on-prem CapEx rotation again. Since all equipment is overpriced due to DRAM and NAND constraints it's not an easy sell. Orgs using MCP or local agents to drive automation really benefit from bringing a local model in house you have control over and contingencies for. If Claude is down, your automation is down until cloudlfare or whomever bounced the internet that day fixes their shit. It costs $60/hr to host an older GPU Server on Azure and $7k - $10k for a Mac Studio. DGX Spark $6k. Keeping my eyes on the security products and other optimization middleware. The models are getting tuned, the hardware is getting tuned, now the enterprise software has to get tuned for AI ingest or coders building skills to clean up or sanitize the ingest.

SanDisk_Made_Me_Rich

> “The constraints remain the same. DRAM, DRAM, DRAM, followed by NAND, NAND, NAND,” Dell’s COO Jeffrey Clarke told analysts on an earnings call.

SanDisk_Made_Me_Rich

Dell Technologies COO Jeffrey Clarke said demand for artificial-intelligence servers is outstripping supply due to DRAM and NAND constraints.

urlocalwarya

HPE calls or DRAM calls?