| Window | Theses | Resolved | Wins | Win rate | Avg return | Median return |
|---|---|---|---|---|---|---|
| 1d | 2 | 2 | 0 | 0% | -3.7% | -3.7% |
| 3d | 2 | 2 | 2 | 100% | +10.2% | +10.2% |
| 1w | 2 | 2 | 2 | 100% | +16.3% | +16.3% |
| 1m | 0 | 0 | 0 | — | — | — |
| 3m | 0 | 0 | 0 | — | — | — |
| 6m | 0 | 0 | 0 | — | — | — |
| 1y | 0 | 0 | 0 | — | — | — |
Past performance does not predict future results. Informational only.
DRAM ETF benefits from the same structural shift in memory demand toward enterprise/AI infrastructure. With memory chips requiring replacement every 3-5 years and commercial contracts driving sustained capex, DRAM should outperform as the commodity label becomes outdated.
Micron is structurally undervalued because memory demand has shifted from cyclical consumer spending to sticky commercial AI contracts. With a 3-5 year chip replacement cycle and projected $80 EPS, MU trades at 8.1x forward P/E versus 40+ multiples for big tech, implying significant upside if re-rated to 15-25x.
End of results.