Eric Balchunas
Eric Balchunas|Apr 13, 2026 21:37
Tema filing for a Memory ETF.. No doubt everyone seeing DRAM's shocking insta-success and looking to copy. I went looking through other AI ETFs there's really nothing close to DRAM's HBM pure play-ness outside of the South Korea ETF but even that lacks Micron. (Eric Balchunas)
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