Reddit Posts
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 feel like just buying DRAM $40 put expiring 7/31 at open… thoughts?
I would buy a DRAM call today lmfao fuck this shit
The D in DRAM is Dementia
Liquidated my entire position in DRAM at 3:55. Full ported into SOXS at 3:58. Holy fuck did I dodge a bullet
5 bags of DRAM, 3 bags of MUU, and 2 bags of SNXX
**BanBet Lost** — /u/wawa1010 (0W - 1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **DRAM** ▲ | $52.43 → $56.00 | +6.8% | 1d | Lost |
Loaded up on SMH DRAM BE and MU a few weeks ago and went on vacation. How things looking?
Happy hump day regards, and by hump I'm referring to the downward slope of SPY. Had my first green day in a week today thanks to the regards still selling NVDA, DRAM. and AVGO. Now, bear down because tomorrow we got some big dippers acoming. Limit buy low at your dream price, but make it reasonable. GOOG, DRAM, MU, AVGO, and ASTS are calling your name. 🤌🤌🤌💰🤑💰
DRAM down 30% this month. Half this sub is getting absolutely sautéed right now 😭
DRAM chart looks like a pump and dump NFT
what are those brokers supposed to do about ETFs like DRAM? People around the world piled into the memory trade.
DRAM and NVME compete for the same production capacity (cleanroom space and wafer allotment). They will rise and fall at the same time.
I got four shares of MU @ 870, 20 shares of SK Hynix @ 150 and 40 shares of DRAM @ 60. Am I in danger now?
you are new to the market so you wouldn't know this from experience but the semiconductor and DRAM run up this spring is one for the ages. people haven't seen that since the dot com era. you happened to buy the top of the biggest bubble in the past 25 years. have you sold your positions? the chip sector is extremely volatile so I would not be that surprised if it makes another run later in the year and you could still salvage some of your capital. just depends on if you need the money or not.
DRAM and Kospi are directly linked though. A good chunk of both DRAM and Kospi is SK Hynix and Samsung, both of which absolutely tanked overnight, thus DRAM is down
No SK Hynix position. I agree CXMT is not an HBM3E threat today, but hyperscaler capex can stay strong and earnings can still disappoint if HBM pricing and mix stop improving faster than estimates. The nearer risk is commodity DRAM supply removing the cushion under earnings when HBM growth normalizes, not CXMT winning AI memory tomorrow.
Memory gayng feeling nauseous Maybe they should take sum ***DRAM***amine 🤣🍑📴🦆
Grats to the fellow degen who said he bought 50k in puts on DRAM yesterday
"I enjoy my 5% everyday in DRAM its easy money" Yea that worked out well didnt it. Its like betting 100k on every number in roulette besides 0. You think its free money but once it hits your done for
Jane Street and Fidelity interns sure had their fun spamming DRAM in this sub lol.
Motherfvcking AAPL laughing at my face because I sold some shares in favor of DRAM!
I bought ATM MU/DRAM 7/29 & 7/31 calls… yesterday. Why do I have to live with such a dumb brain. It’s really not fair.
Wanna finally turn net short DRAM with puts
I guess we get a second chance to buy DRAM under 50.
To all the investment gurus… I just genuinely wanted to see if my maths check out here: My NLV is at $30000 and I have 1948 DRAM at $74.30 so obviously heavily underwater. Am on margins. If I sell all 1948 DRAM right now at say.. $50… does it mean my buying power is now at $120,000 again? I am not going to buy DRAM on margins anymore, but theoretically with a 30.19% initial margin requirements, the maximum number of stocks I can buy now is 1992 at $50 cost basis?
does anyone else think the CMXT news is very bullish for DRAM/MU? A concern was that CMXT was going to undercut the market and flood supply, but it turns out they decided to follow in the existing DRAM cabals' footsteps and just charge absurd prices. This shouldn't undermine MU so much, if at all.
Im all in on your bull hypo 2. I have some big leaps on ai robotics. As well as DRAM
I specifically bought 1 DRAM share two months ago to crash the sector
End of the day, I AM NOT FUCKING LEAVING. DRAM /SEMIS can go all the way down to 0, I don’t care, if I am going to baghold for years to come, that’s written in the motherfucking stars. Bols I need more copium in my veins, cheer me up.
If you think DRAM going down this low from ATH is bad, you haven’t seen shit. I am -50% down on space (ASTS / RKLB) no options, pure stocks
I have some 2028 LEAPS too, 80C Probably will be around 50% down tomorrow. I’m lucky I sold most of my DRAM calls before MU earnings, but I bought other garbage instead so fucked myself reagrdless.
You're using an amazon price tracker to determine DRAM spot prices?
My DRAM leaps are now -50%. Curious if anyone else is holding and what their expiry is (and if you are going to continue to hold or cut losses)?
I full ported one of two trading accounts into SKHY (-30%), Samsung (-30%), MU (-20%) and TSM (-12%) in June and have about 20% in DRAM stocks in another one (-20%). How cooked am I?
Bear hypothesis 3: New or modified model architectures are developed that are significantly less VRAM-hungry. Bear hypothesis 4: The bubble doesn't burst, but demand plateaus as labs compress more and more intelligence into smaller models. If you have Mythos-class intelligence in mini models cheaply, you might not even need larger, more expensive models for 98% of tasks. Then labs and cloud providers won't need giga-mega data centers and huge training runs every other month anymore. Bull hypothesis 1: Models become so efficient that local models can handle 90% of tasks. Then, DRAM demand will simply move back to the consumer market. Bull hypothesis 2: Robotics will take off, and since local AI is needed for robots to react fast enough, building robots will require a lot of VRAM.
I agree with your thesis. I know nothing about AI, but Alphabet/Google does and they are investing massively. As are all their rivals. Also, Europe is panicking because they have fallen behind on this key technology. So, you have this contradiction: AI is supposed to be "a bubble" but every leading company except Apple is investing in it. And, you have significant AI related layoffs. This leads to the possibility that retail investors believe AI shares will fall BECAUSE they have risen, not because the underlying business is unhealthy. Long NBIS DRAM MU
UK + EU markets all open up! Thank god some stability in the world from this DRAM nonsense.
except: SNDK and DRAM go up (i hope)
Reddit has soured on it. The MU and DRAM subs are a mess. The bottom is in. Added today. GL
Is this a buying opportunity for MU or SNDK or DRAM? I mean, I forget which it was, but either the MU or SNDK CEO said that memory shortages would run through 2027 or 2028 or something like that. And we've had shocks like this before. Like the google paper that reduced memory needs. And this chinese memory company popping up. There's still a shit ton of built up demand for memory. Is SNDK a good buy in the 1200's? Is DRAM a good buy in the 40's? MU in the 800s?
Gonna be wild if DRAM opens -10 today.
Lol I bought DRAM at the top and SK Hynix couple of days before the US listing. Fucking AI man
Hey papa, is it really true that DRAM was once at 80?
The good news is it was only 10% of my account. The bad news is it was all DRAM leaps
If you have DRAM you about to get rammed with some D, that's for sure
My last funds are riding on DRAM Fucking DRAM
Bro I did not know that - I asked Gemini what I could do to short KODPI via options and it suggested puts on DRAM, it did not mention this at all
**BanBet Created** ▲ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **DRAM** | $56.00 (above) | $52.43 | +6.8% | 23h 60m |
So stupid of me to reduce my AAPL positions in favor of DRAM.
So glad I only own 4 DRAM shares. I’m a long term investor now though hahaha $75 average.
goddamn DRAM up 30% past 3 months, how does this shit just keep going up forever?
That feels roughly right to me. The mistake is treating “China can make more DRAM” as the same thing as “China can pressure the whole AI-memory profit pool immediately.” Commodity memory pricing can get uglier well before anyone truly catches up on HBM yields, packaging, qualification, and customer trust.
DRAM opening at $40 at this rate
What happened to the DRAM plebs 🤣
Good time to buy DRAM lol?
Oh, really? Did you forget how you lost DRAM and NAND market share? You're only benefiting now because of the AI boom and the U.S. ban on exporting advanced EUV machines. Otherwise, you would've already gone bankrupt.
Not yet, but it is MU and SNDK that are getting boned from both directions on AI infrastructure and causing global DRAM shortages, while CMXT is taking over. It's a perfect storm
The amount of NEW POORS created by DRAM will be staggering.
I have nothing left to lose, DRAM to $12 after SKHynix earnings. All I need to buy a spicy chicken sandwich combo at Wendy’s
DRAM puts today were the move
They need to bring on people that actually understand semiconductors, different types of memory factors, node processes, and the **exponential** difficulty in scaling down dies once you hit a certain threshold. The amount of engineering and technical ability to reduce 22nm to 18nm is not the same as going from 5nm to 1nm. The function is **not** linear. Not to get super fking nerdy, but we are approaching the limitations of physics as we understand it. This is why Moore's law started to fail. Shrinking the size of a semiconductor couldn't continue indefinitely without some, as of yet, undiscovered breakthrough. So, manufacturers started stacking chips, using multiple cores, fusing memory onto the core, packaging, FinFets, GGA, chiplets, blah blah. People don't understand how retardedly small 5nm truly is - the actual layers involved are literally atoms thick. **Atoms**. The shit is so small that even if you have a layer meant to act as a shield, quantum mechanics take over, and electrons literally tunnel through the barriers. Thinking a chinese company that makes low-cost DRAM using 18nm process is about to supplant SK Hynix, TSMC, or Micron is peak retardedness. CXWT itself states that it's "hoping" to hit 5nm by 2029. That's the tech TSMC used in the iPhone 12 🤡 [https://www.digitaltoday.co.kr/en/view/80809/china-aims-for-5-nm-without-euv-by-2029-unveils-2d-semiconductor-pilot-line](https://www.digitaltoday.co.kr/en/view/80809/china-aims-for-5-nm-without-euv-by-2029-unveils-2d-semiconductor-pilot-line)
Can you imagine what they'll do once they see this shit? It's going to go even lower for ETFs like DRAM. No way are they buying.
It’s me, KOSPI’s biggest hater. Got my DRAM puts ready 🫡
Bet my port on DRAM puts because Korea can’t help but dump at any and every opportunity 💰
Korea is pretty nice when you think about it. They leave 0 doubt that they will dump when American memory dumps the day before. DRAM puts are a cheat code for the last month
yea korea can easily declare war on our stock market since we left DRAM to rot
Remember folks, if Korea is gonna be this predictable, don’t overthink it. DRAM puts
DRAM puts at close was the easiest 10k I’m about to make, thanks Korea 😘
Unsure of the technical, but I think the factories, once they have the lithography machines can reasonably/easily adapt to different type of memory or circuitry as long as they are within the photomask accuracy. e.g. once you have a 10nm lithography machine, it can print any NAND/DRAM/CPU/GPU as long as it is not less than 10nm design.
Who else bought their DRAM puts for the Korean meltdown tonight 😃
I learned this the hard way - a huge first day jump tells you more about share supply than company value. Wait 30 days, track DRAM prices, then judge the stock. If prices fall as CXMT adds supply, the hype breaks fast. Watch the market, not the headline.
Isnt thats the point of DUV lithography expansion project? To ramp up DRAM production which (while still not HBM) creates a competition for DRAM producers rather than NAND memory?
Imagine seeing today’s price action and not going balls fucking deep in DRAM puts?
Korea about to pump my $50k worth of DRAM puts tonight 🥰
Seriously, whom ever has lot of DRAM stocks, please sell so they go back up!
I bought $50k worth of $50 DRAM weekly puts today, what color should I get my Lambo? 🤔
DRAM puts! Get your DRAM puts here! Free money
If apple strong- arms trump into allowing them to buy chinese chips more easily.. .then MU will drop. Apple has a ton of power, and Trump is pretty friendly with Apple at the moment. MU is 100% price gouging at the moment, but apple does the same with their 40-50% margins. I just feel like Apple is a powerful brand that can just eventually cut MU out of the loop eventually. DRAM is after is safer bet, but limited upside.
DRAM puts are gonna feed families, Korea is going to the shadow realm, Jimbo
I have several DRAM LEAPS which have been hemorrhaging so I’m hoping you’re right
They have inventory from previous, much better priced, DRAM cycles. Some of which improved their margins last quarter, but some of which held on. So i believe margins will look quite nice this quarter. Now, ofc, they don’t make their own memory. They purchase it. So this good margin cycle may not last even another quarter. They’ll suffer from price hikes from the big three DRAM suppliers, and margins may get squashed again, eventually. However, for this current cycle, maybe the next quarter, profit would be huge on the pre purchased DRAM. That’s my take on just one sector of the business. Next reason is why I made my play earlier, and got the 30k profit back in late May of this year. So essentially the previous point just adds to this past thesis I already had, and exited fully out of when IV was knowingly high. But, to complete this point: corsair is now selling rebranded AI server racks. The margins won’t be crazy, because again, they’re just “slapping their labels” on it. But what corsair does sell is custom configs, well tested/specced products, and warranty. They have good volume. And with data centres/software/really a lot of orgs needing racks… the volume is what I believe will truly explode. At that point the margins not being great will matter less. thats my take! tldr; expecting great margin/profits from old dram supply for this quarter and next. expecting massive long term growth from sheer volume of AI/data centre rack demand.
Chinese DRAM company CXMT just IPO'ed in Shanghai at a $487 billion market cap. Sandisk doesn't make DRAM -- it makes NAND. The next Chinese chipmaker to IPO might make NAND, though. \-investing.com they are shifting me
a week of DRAM bagholders crying about Korea and pointing fingers, only for the two biggest slides to happen in back to back US cash sessions. Hilarious.
Got 50 DRAM call contracts struck at 75 expiring Dec 18, 2026. They gonna print hard. Paid around 575 bucks per contract
Knowing my luck the second I sell my DRAM monthlies it will rocket back to $75
Why semi’s and memory down? I have SMH/DRAM calls expiring in September. Am I cooked?
I'm down like 19% on DRAM with DCA 🥲
Correct that the chip push is a domestic security strategy and a smart one, chips are chips DRAM and NAND are generic commodities those are fine they will end up everywhere, cpus like from huawei and longsoon will be in domestic products first then export capacity Russia SEA Africa, central / South America it’s not hard to understand where they I’ll end up when you look at the amount of money in peoples pockets and who the Americans are bombing
Anyone else currently in on DRAM calls?
I’ll happily take a theta day on DRAM
Loaded to the tits on DRAM calls 😩
Greed. My DRAM option was at 300%+ gain. Now like 20% stings for sure but I got time on it