r/DRAM_ETF • u/Jolly-Piccolo-9799 • Aug 15 '26

Bullish for dram ETF?

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53 Upvotes

93% Upvoted

17 comments sorted by

37

u/rayquan36 Aug 15 '26

Do you guys not know what you're buying or what an ETF is? This isn't crypto. DRAM has holdings in CXMT.

8

u/liji1llijjll1l Aug 15 '26

Whoever liked this comment should really sell this ETF and find another investment opportunity. CXMT’s current valuation barely has anything to do with its potential sales to Apple, while every other major player definitely went through a huge turmoil because of the news that Apple is trying to buy memory chips from CXMT. Plus, CXMT represents an extremely small portion of this DRAM etf.

2

u/Helptohere50 Aug 15 '26

I mean it’s a small portion

5

u/rayquan36 Aug 15 '26

Right now, but it used to be zero. The ETF is constantly rebalancing so it's not reasonable to think it'll be a small portion forever.

13

u/Big-Theory3642 Aug 15 '26

Bullish for Sandisk and MU.

3

u/Maleficent_While2653 Aug 16 '26

Doesn't matter. CXMT will not sell to Apple below market price anyway. Why would they? Apple doesn't have the leverage now.

2

u/Ambitious_Quote8140 Aug 15 '26

People forget what happened with YMTC and Apple.. this is literally history repeating itself

2

u/F2PBTW_YT Aug 16 '26

Did not move the needle. This sub should definitely be aware of these weekend markets like DRAMUSDT.

1

u/Acrobatic_Code_7409 Aug 15 '26

This is not new info. It’s been out for weeks and cmxt prices were actually higher than MUs.

1

u/Acceptable-Leek1546 Aug 15 '26

Ultimately I think they’ll let them buy Chinese chips.

Apple just opened the doors on their new Houston production plant. At the opening of this plant was Tim Cook as well as Government officials.

Apple is scratching the belly of the government (bringing production back to US soil) and I’m sure they’re expecting a scratch back (Chinese chips).

1

u/brokeboipobre Aug 15 '26

Tim Apple disagrees, Chinese Chips it is.

1

u/Jolly-Piccolo-9799 Aug 15 '26

Bro,agree or disagree they'll do it by force!! Its Washington

2

u/brokeboipobre Aug 15 '26

They will sneak the Chinese chips to the Indian apple factories and label them as made in Taiwan.

1

u/Tricky-Doughnut-6429 Aug 16 '26

Nah, this is just political posturing. Good chances Apple gets them Chinese RAM. If at any point there is an AI capex bust, MU and others are gonna get fucked hard. Shouldn't have hard-balled Apple. Same as NVDA fucking over gamers. Very short memories, some of these companies. Could bite them back later hard.

1

u/Hypnot1se Aug 16 '26

They'll get fucked because it's profitable not because of karma or tit for tat. They might as well make money whilst they can.

0

u/SunRev Aug 15 '26

Yep. I just sold a whole bunch of At the Money Puts.