DRAM ETF Surge: Investing in the RAM Shortage Boom?

Added: 2026-06-01

[00:00:00]Uh, I just bought into a new DR AM DRAM ETF. DRAM. Is that is that like RAM?

[00:00:06]Like RAM for the computer? Um, because there's a shortage of RAM. By the way, right now there is a massive shortage in uh computer memory and the cost of RAM has shot up. Uh, which is probably pushing up. If you gone to shop for a laptop lately, you may have noticed that the price of uh laptops is going up because of that. Um now this uh DRAM ETF it looks like it's a pure what they call a pure play memory chip ETF. So uh it focuses on DRAM ND storage AI data infrastructure. Okay. Uh and right now memory is the bottleneck. And I bet the DRAM ETF has has gone up like crazy.

[00:00:44]That might be what put it on your uh radar screen. Uh let me see. Let me see if I'm right. Maybe my instincts are wrong. But yeah, there we go. 32%.

[00:00:53]Yeah. Yeah. So, it's it's gone up a lot.

[00:00:56]Um, it looks like a new asset. Like, it hasn't been around for a while. Um, uh, let's see. The problem with RAM is Ram Roundhill. Okay. Ramill Roundhill Memory ETF. That's what it's called. Okay. Last year, 32%. Okay. Last 5 years. Okay. It hasn't been around very long. You see that? So, here, this is new. That's probably the only risk factor that I see. And you it could be overpriced because if they because what happens is that if there is um this sort the reason they opened last month Rasheed is probably because they were getting clients calling I want to invest in RAM.

[00:01:34]I want to invest because there's a shortage of RAM apparently. And as a result of that shortage the price goes kaboom. And when the price goes kaboom everybody goes kabla. They want to just sell sell sell sell. And what the sell sell does is that cools off the price, right? So, uh you know, while you certainly have a surge that is happening right now, it is not a guarantee that the surge is going to continue. So, you got to keep that in mind. Um but, you know, uh maybe longterm it could work. I don't know how quick I'd be to jump into it at the elevated prices though because I kind of feel like they're going to stabilize. It might take a couple years though, but maybe between now and the stabilization, you could have some price increases. Uh, you know, but maybe having it as part of a portfolio is okay. It's almost okay. It's okay to add almost anything to your portfolio. If it's in if it's like S&P 500ish or close highquality companies, it's okay to add it as diversification as long as it fits your strategy, whatever that is. You know, if your strategy happens to be uh I want I want to lean toward tech. I want to lean toward stable stocks or whatever. And uh as long as you have multiple options in or multiple assets in the portfolio because you don't want to be in a position where one asset can make you go broke. That's not good. All right. So let's see. Um can someone post the link for the data center water stocks to invest in? Um Ammani, I don't know if you have that link for the stocks. Uh cuz I I I don't have it with me, but um but yeah, I did do something with water stocks. Um there there was and I know that there's like ETFs um let me see here.

[00:03:15]All right. So let's see what we can find. Yeah, because there's there's a water shortage right now and there's going to be a bigger water shortage over time 100%. Um so this uh and this is this is going to be wild. I hope they've come with the technology to fix it. Um let's see here. Here's a big one. Uh, PH. PH is the largest. It's the Invesco Water Resources ETF. PH O. P as in potato, H as in hater, O as in octopus.

[00:03:46]So, um, potato hater octopus is a