Seeking Alpha
29 Jun 2026, 13:07 UTC · 4h ago
I See A Memory Bubble, DRAM Is The Only Way I'd Play It
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
Seeking Alpha
29 Jun 2026, 13:07 UTC · 4h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
3 claims · each scored for market impact
NAND memory prices have increased approximately sixfold compared to last year. — Dramatic price increases in core components directly boost revenue and margins for the memory chip oligopoly.
+0.80NAND supply is projected to remain short for a decade. — Long-term structural undersupply suggests sustained pricing power and growth for Micron, Samsung, and SK Hynix.
+0.70The Roundhill Memory ETF has surged 158% since inception, sparking bubble concerns. — Rapid price appreciation increases the risk of a technical correction or valuation reset.
-0.40Which stocks this story touches
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The author believes the memory trade is far from over and is increasing their position in companies like Micron.
SK Hynix is cited as a core holding in a trade that the author believes remains intact.
Samsung is highlighted as a primary beneficiary of the memory chip oligopoly and projected NAND price strength.
[mutual] Both companies are identified as part of the memory chip oligopoly.
[mutual] Both companies are identified as part of the memory chip oligopoly.
[mutual] Both companies are identified as part of the memory chip oligopoly.
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3h ago
