DRAMRoundhill Memory ETFBearishRoundhill Memory ETF

7/1/2026 on

Regardless of whether this prediction comes true in the specifics, it’s almost certain that it comes true in the broad sense. DRAM prices are not going to keep going up the way they have without a significant incentive to use it more efficiently. You need to be an extremely firm believer in Jevon’s Paradox as it applies to memory to remain long the OEMs here, otherwise it is essentially a bet that’s short innovation out of necessity.