DRAM: Post-Election Crash Is An Opportunity

The Roundhill Memory ETF offers efficient exposure to memory stocks amid a politically driven selloff, creating an attractive entry point. DRAM's portfolio is highly concentrated, with Samsung, Micron, and SK hynix comprising the majority of assets and driving nearly 50% expected earnings growth. Multi-year, take-or-pay contracts lock in significant 2027–2028 output, supporting earnings durability and establishing a price floor for DRAM's holdings.