The reality is AI, hyperscale data centres & next gen smart phones are data hungry. They don't just want storage, they starve for it.
Memory has historically been a brutal cyclic al beast - a game of boom and bust. Right now valuations are priced for absolute perfection, demanding that demand stays sky-high forever.
Path A: Diamond Hands - Hold and DCA. Memory is the vital oxygen of digital renaissance.
Path B: Strategic Profit Harvest. You trim a tiny fraction of the memory gains & park them safely in a cash bunker like $iShares 0-3 Month Treasury Bond ETF(SGOV)$ .
I will continue to DCA into $Roundhill Memory ETF(DRAM)$ as diversification is my mantra.
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