The analyst expresses a positive view on the DRAM ETF due to its exposure to key memory companies including SK Hynix, Samsung, Micron (MU), and SanDisk (SNDK).
DRAM ETF has exposure to major memory companies that are desirable for memory exposure.
@AliTava2020 $DRAM is one of the more positive ETFs I have a view on since it's exposure to SK Hynix, Samsung, $MU, and $SNDK. Which is everything people kinda want for memory exposure.
| Horizon | Raw move | vs SPY |
|---|---|---|
| 1 day | -6.7% | -6.0% |
| 1 week | -19.6% | -21.0% |
| 1 month | -25.8% | -26.5% |
| 3 months | — | — |
| 6 months | — | — |