u/VolCraft

Looking at Leverage Shares ETPs since the US-listed leveraged ones (MUU, MULL, RAM) are blocked under PRIIPs or others like 7709 HK too.

Any thoughts about trading these? Liquidity risk? Thanks.

100Billion across big, medium and also smaller from automotive industry

ChipMOS unaudited May 2026 revenue of NT$2.38B ($76.0M), down 3.1% from April but up 17.7% from the same month a year ago.

The company said it continues to benefit from strong demand tied to artificial intelligence, citing a persistent supply-demand imbalance across the industry.

ChipMOS added that investments in capacity expansion are currently being used to fulfill existing customer forecasts and long-term supply agreements, reflecting continued strength in AI-related demand.

Am I an idiot?

Honestly, it helps me chill through the dips while I wait for the rerating to play out…

Other benchmark ideas? Before DRAM, I was using SOX which I’ll still track YTD. The other 2 applying timeframe since launch.

I know people are bracing for the upcoming earnings. We had -30% last time and here we are. Having a benchmark helps me stay grounded, as long as the MU fundamentals/story don’t break

‘’…Sanjay joins us to discuss the deeply personal trials that shaped his path long before he ever entered a Silicon Valley boardroom.

Sanjay shares the remarkable story of his 18-year-old self in New Delhi, facing three consecutive U.S. student visa rejections that nearly shattered his academic dreams—and how his father’s refusal to give up ultimately paved his way to UC Berkeley. He reflects on co-founding SanDisk in 1988, changing how humanity carries data in its pockets, and what it takes to lead Micron through the massive technological shift toward ubiquitous AI.’’

Is the public going to be informed in advance? How to make sure not to miss it? Thanks

We should be fine.
https://en.wikipedia.org/wiki/DRAM_price_fixing_scandal

I really liked the nerdy stuff DRAM history starting with the magnetic cores.

00:07:17 - DRAM Industry from the Beginning
00:09:05 - Inventing DRAM
00:11:52 - Co-Opetition
00:18:11 - A New Order and The Big Three
00:21:21 - 1950 to 1970 - Birth of the Industry
00:25:46 - 1971 to 1979 - US Dominance and Japan Enters
00:29:12 - 1980 to 1997 - The Tide Turns and Trade Wars
00:38:43 - Japan's Lost Decade and Dawn of Korean Memory
00:45:27 - 1998 to 2002 - The Cartel Forms
00:51:29 - Fractured Cartel and Cracks Show
00:57:15 - 2002 to 2016 - Cornered
01:08:38 - 2017 to 2025 - IP Theft and US China Trade War

Everyone talks about AI memory demand pushing prices up and how supply will eventually catch up and crush margins like every cycle before…

My bet: MU uses this cycle to escape being a commodity. To transform.

Not just through manufacturing, but through deep co-design with the key players across the AI stack.

When listening to people about how this will crash, I guess they assume that MU team will sit still on a pile of cash, enjoy the boom, then get crushed.

Instead, my bet, they will demonstrate how much strategic value they can embed into the product before this cycle is over.

Delusional? Coping?
I trust in the management and the employees of MU as innovators not followers.

CEO of Micron co-founded SNDK in 1988 and then sold it to WDC 28 years later. The guy holds 70+ patents. Founder, engineer. I love this.

Not some BS investment banker or corporate sales executive dropped into semis to optimize quarterly results.

I am told that I am way too concentrated in a single memory stock. ChatGPT thought I have zero risk management…

But trusting Sanjay as a founder in the memory industry is actually an important part of my ‘DD’ and one of the reasons I sleep well holding through whatever happens with the price short term.
It also helps me digest the daily posts about intraday price moves here.

As long as the sector thesis and company execution do not break, I am looking forward to join MU’s journey in where this business could be in several years.