Overview
- Roundhill’s Memory ETF has raised more than $5 billion since its April 2 launch, including $1.1 billion in a single day, CNBC reported.
- The fund has jumped about 88% since debut, with a continuous streak of daily inflows and frequent intraday highs.
- Options activity has surged, with more than 90,000 contracts traded in one session and call buying far outpacing puts.
- DRAM is highly concentrated in a few suppliers—Micron, SK Hynix, and Samsung comprise nearly 70%—offering cleaner access to Korean leaders along with currency, liquidity, and trading-hour risks.
- Backers cite memory as the AI bottleneck, as suppliers report tight capacity and rising prices that boost chipmakers’ sales and push hardware costs higher for companies and consumers.