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The Roundhill Memory ETF (DRAM) just hit $9.8 billion in assets under management in 43 days.
The Roundhill Memory ETF (DRAM) reached $9.8 billion AUM in 43 days, a record speed.
KEY POINTS
- DRAM's fast growth is driven by limited suppliers of high-bandwidth memory chips critical for AI.
- Industry experts highlight a supply-demand imbalance in memory chips fueling strong stock performance.
- Current memory chip demand is driven mainly by AI data centers, not legacy consumer electronics cycles.
- DRAM ETF earnings revisions are up six-to-eightfold, justifying its sharp price increase.
COMPANIES
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