Added to YB: 2026-05-18
Pitch date: 2026-05-14
DRAM [bullish]
Roundhill ETF Trust - Roundhill Memory ETF
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Company Info
Roundhill ETF Trust - Roundhill Memory ETF is an exchange traded fund launched and managed by Roundhill Financial Inc.
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Getting Paid to Underwrite a 45% Crash in the AI Memory Supercycle - $DRAM
DRAM (sell puts): Selling Sept $30 puts at $0.87 (~21% ROI) on AI memory ETF now at $54.55. Basket holds SK Hynix, Samsung, Micron riding HBM/DDR5 supercycle w/ $6B inflows in 6wks. $30 strike below April launch price of $27.76. Samsung strike May 21 (30-40k workers) disrupts 36% global DRAM supply, benefiting Hynix/Micron. Risk: gap down on capex/earnings miss, extreme IV on parabolic move.
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