The analyst suggests buying DRAM and adding more SanDisk (SNDK) separately because the ETF is underweight SanDisk compared to others.
ETF is underweight SanDisk versus others, so add more SNDK separately.
@jonesrrrrrr Just get $DRAM imo and add on a bit more $SNDK separately since the ETF is Underweight sandisk vs the others
| Horizon | Raw move | vs SPY |
|---|---|---|
| 1 day | +9.0% | +8.2% |
| 1 week | +29.7% | +26.7% |
| 1 month | +64.1% | +59.1% |
| 3 months | — | — |
| 6 months | — | — |