Investor Jonah Lupton compares DRAM and SMH for a 2-year ETF allocation. DRAM offers more direct exposure to memory chip makers, with top holdings Micron, SK Hynix and Samsung, trading at about 4x to 25x forward EPS.
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Investor Jonah Lupton compares DRAM and SMH for a 2-year ETF allocation. DRAM offers more direct exposure to memory chip makers, with top holdings Micron, SK Hynix and Samsung, trading at about 4x to 25x forward EPS.
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$ASML market result
Exit $ASML with $5 profit per contract on the CDS
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