The analyst is personally long 2028 LEAPS on EWY for memory exposure and mentions DRAM as another good vehicle for exposure.
Expect Samsung and SK Hynix to perform well, driving gains in memory-related assets like EWY and DRAM.
@ArkhamInvests I'm still personally long 2028 leaps on $EWY for memory exposure. Those are up over triple digits, since I expect Samsung/Sk Hynix to be printing. $DRAM was another good vehicle for exposure.
| Horizon | Raw move | vs SPY |
|---|---|---|
| 1 day | +0.0% | +0.0% |
| 1 week | +10.0% | +9.1% |
| 1 month | +40.6% | +36.4% |
| 3 months | +50.3% | +45.5% |
| 6 months | — | — |