r/DRAM_ETF

sk hynix coming in august

Current all fund holding already reach all time high before the drop becoz of AI hype, but after the hype, is this etf still worth to hold for long term?

I feel todays dip is the because, sorry.

me no likey droppy

"China is preparing to spend around 2 trillion yuan ($295.43 billion) over the next five years on building data centers across the country"

AI Capex is accelerating globally. As the two super powers compete for AI dominance (US and China), demand for memory will not be able to meet supply. Global bottleneck for memory will still persist for years.

Chinese backing up their AI firms with state funding, and we got reports of Trump eyeing stakes of AI companies a couple days ago (https://www.reuters.com/business/trump-says-his-team-will-look-into-us-taking-stake-ai-companies-2026-06-05/⁠), this signals both sides are looking at AI Infrastructure as a strategic build out.

Happy investing folks.

SK Hynix is up over 15%, Samsung is up over 9%, and Micron is up 5% overnight.

For some reason I feel like Dram follows Micron more than the other two even though they make up 75% of the ETF. It’s strange anyone else notice that? I remember last night the two Korean companies were down by a lot and Dram still went up today. And sometimes when SK Hynix and Samsung goes up a lot and Micron is down, the Dram etf is also down. I dunno why it’s like that. 🤷‍♂️

I feel todays dip is the because, sorry.

I was thinking of going 50/50 with MU and SK Hynix once it gets listed on the US stock market. The main loss would Samsung exposition of course, but I feel that SK Hynix may be the better play anyway. The goal would be to dodge the MER fees of DRAM and the weird swap strategy it employs.

What do you think? Do you plan on sticking with DRAM once SK Hynix gets listed?

I have heard a few across multiple subs before this one was created. They were:

• DRAM will eventually be a "rugpull" or a "pump and dump" ETF.

• It is a meme ETF.

• It will suffer the same fate like the GameStop short squeeze in 2021.

What about you?

I’ve been meaning to get into DRAM, but after seeing it up so much premarket, I’m not sure if chasing here makes sense.

Curious how people here are thinking about it buy now, scale in slowly, or wait for a better entry?

As of Close 6/8/2026: NAV$59.29.
Premium/Discount 3.81%
30-Day Median Bid/Ask Spread 0.02%

https://www.roundhillinvestments.com/etf/dram/#premium

I originally bought at $55 and sold at $57 on Friday. I bought back in today at $60. I wont sell again. Just wanted to get it off my chest

SK & Samsung ( basically Korea market) will open up to crazy gains. Which means Dram goes up as well. Woot woot!!

Going to be a rough open tomorrow. I'm honestly pretty confused about the plunge given the severity of the memory shortage, and also the Nvidia deal being outlined today.

https://preview.redd.it/xltoem6w436h1.png?width=982&format=png&auto=webp&s=b106dddf0a7f7a842d6afc7e292333c08b9d676b

• What the Index is: A market-cap-weighted index that measures the performance of large and mid-sized South Korean companies (covering roughly 85% of the South Korean equity market).  ETF Trends +2
• How KORU tracks it: It is a leveraged ETF, designed to deliver 300% (3x) of the daily performance of the index using futures, swaps, and other financial instruments.