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Get what investors say about DRAM next
2 new calls on DRAM this week are not on this page yet. Follow DRAM free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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Who said what, and what DRAM did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
Who’s talking about DRAM
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-22 | Dave Mazadeh | Bullish | Fox Business (uncut) | Memory chip ETF is holding a key chart support level with heavy call buying in the options market, signaling… |
| 2026-10-22 | Dave MazzaCEO, Roundhill Investments | Bullish | CNBC (uncut) | Memory chip companies are sold out years into the future and valuations have grown increasingly attractive… |
| 2026-10-15 | Dave MazzaCEO, Roundhill Investments | Bullish | CNBC (uncut) | Memory chip companies are transitioning from cyclical boom-bust models to consistent revenue streams via… |
| 2026-10-14 | Jeff deGraafFounder & Chairman, Renaissance Macro Research | Short | CNBC (uncut) | Memory names are in a classic post-bubble pattern — anemic rebound that never got overbought is now rolling… |
| 2026-10-13 | Anni SenManaging partner, Blubird Capital | Bullish | Fox Making Money (playlist) | China's CXMT DRAM progress is overstated ('a fraud') and there are only three legitimate global suppliers, so… |
| 2026-09-24 | Dan Nathan (RiskReversal)Trader & co-host, RiskReversal Media | Short | CNBC Fast Money Final Trade | UK chipmaker Raspberry Pi flagged memory prices nearing a peak and the Round Hill Memory ETF shows a clear… |
| 2026-08-18 | Cathie WoodCEO & CIO, ARK Invest | Bearish | Insightful Investor | Memory is the most cyclical and commoditized segment of the semiconductor food chain, inference-focused chip… |
| 2026-07-27 | Cinthia MurphyInvestment strategist, TMX VettaFi | Bullish | Bloomberg ETF IQ | Memory chips are the current critical bottleneck for AI scaling — supply physically cannot meet demand… |
| 2026-07-22 | Steve HouHead of Research, Silicon Data | Bullish | Forward Guidance | AI inference demand for memory grows with context length, multimodal voice interaction, video, and data… |
| 2026-07-17 | Quinn ThompsonFounder & CIO, Lekker Capital | Bearish | Forward Guidance | Chinese memory supply coming online, open-weight model cost deflation (Qwen 3 matching frontier-model coding… |
Show all 17 mentions
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-07-07 | Masahiro WakasugiSenior Analyst, Bloomberg Intelligence | Bullish | Bloomberg Television | AI demand is structurally shifting from training to inference, which drives demand for both DRAM HBM and… |
| 2026-07-06 | Mike AikensFounding Partner, ETF Action | Bullish | CNBC Television | DRAM ETF solves a real access gap by bundling overseas memory stocks (e.g. SK Hynix) that US retail investors… |
| 2026-07-01 | Bryn Talkington (Requisite)Managing Partner, Requisite Capital | Bullish | CNBC Halftime Final Trades | Micron and memory ETF DRAM are bouncing off the 20/21-day moving average like clockwork, and the trade stays… |
| 2026-06-30 | James KyngeSenior Research Fellow, Chatham House | Bullish | Prof G Pod (Galloway) | AI-driven demand for data center memory has created a structural DRAM shortage that cannot be resolved… |
| 2026-06-20 | Val ZlatevPortfolio Manager & Partner, Analog Century Management | Bullish | Jim Chanos | Memory stocks trade at 6-7x forward earnings pricing an imminent downturn that is structurally impossible… |
| 2026-05-19 | Alastair PinderGlobal equity strategist, HSBC | Bullish | CNBC Fast Money Final Trade | DRAM prices are up ~10x as 20% of the $900B global AI capex flows directly into memory, making Asia's memory… |
| 2026-05-15 | Tom Lee (Fundstrat)Co-founder & head of research, Fundstrat | Bullish | Tom Lee | Memory chip shortages are even more acute than energy shortages, making DRAM a defensive position that works… |
Notable options days
Sessions in the last 120 where DRAM’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 3 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-10-22 | ||||||
| 2026-10-15 | ||||||
| 2026-10-13 |
DRAM on the Wheel
DRAM is not in our put test yet; you can still add it to your Wheel and see its puts.
The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.
Decision support, not advice · questions put sellers ask us
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