DRAM ETF Correction: Holding Through the Volatility | Micron Samsung SMH SPMO [KeiqRx9IcjD]
Correction: In this video, I reference Samsung’s revenue and market figures in South Korean Won (KRW). For clarity in USD: their quarterly revenue was approximately $51 Billion (71 Trillion KRW). Apologies for any confusion between the currency units. Samsung just reported record-breaking profits, yet the stock plunged nearly 7%. In this video, I’m breaking down why "perfection" wasn't enough for the market and how this $180 billion sector wipeout is impacting AI infrastructure ETFs like DRAM, SMH, and SPMO. We’ll explore the factors dragging down names like Micron, Western Digital, and SK Hynix—from Meta’s data center shifts and Apple’s new supply chain moves to emerging legal drama. I’m sharing my personal portfolio update, why I’m staying disciplined through this 16% correction, and my long-term strategy for holding these essential tech backbones. How are you handling this volatility? Let’s talk about it in the comments. Chapters 00:00 - AI Infrastructure Investment Check-In 00:14 - The Roundhill Memory ETF (DRAM) Correction 00:57 - Why Samsung's Record Profits Led to a Stock Drop 02:08 - The $180 Billion Sector Wipeout: Micron, SK Hynix, & More 02:47 - Factors Impacting Memory: Meta, Apple, and Lawsuits 04:14 - Portfolio Impact: Analyzing SMH & SPMO Performance 06:11 - Why I’m a Buy and Hold Investor 06:48 - Final Thoughts and Strategy