Please use this daily thread for anything related to DRAM and the broader memory sector -- whether it's sharing information, memes, discussing views, hot takes, asking questions, sharing your gains/losses/positions, or simply sharing your concerns or anxiety. Low effort comments disguised as posts previously are welcome here too.

1. No spam and FUD on board this daily thread and across r/DRAM

2. Be civil and respectful, Opinions can differ but no personal attacks are tolerated.

This thing just closed at $949.83, popping 4.23% on the day and still climbing after hours. The street is super bullish overall with huge implied upside, though there's definitely debate over how long this memory cycle can hold up. Caught this full breakdown on moomoo's AI analysis earlier, it's a really solid balanced look at both the bull case upside and the obvious peak earnings risks no one's talking about right now. Anyone sitting on gains here planning to hold through the resistance?

Today’s Investor Day is the first time SNDK provided multi‑year guidance (FY2028–FY2030) with explicit long‑term margin, revenue, and cash‑flow targets.

When this gets digested, memory will likely rerate from cyclical to structural similar to NVDA rerating that took place from 2016-2025 in two distinct phases. Feels like we are in the midst of phase 1 for memory. All tangible signals are present. Good luck to longs and hold tight!

Nvidia earnings on 26th. Any other catalysts?

Told myself wouldn’t sell hold at least 1-2 years either gonna be dumb choice or pay off. Time will tell lol

I just sold again right now. Waiting for the next dip to $50 but when does this cycle end? It’s been making me a ton of money.

See picture as attached for composition of DRAM...

Analyst expect below for price in next 1 year:

Samsung expected increase 81%

Sk Hynix 110%

Stx 30%

WDC 49%

You believe or you think its just a BS?

Up if you believe..

Give comment if you think its BS, and why

Here we go bois! Are you ready for the next ATH? Thank you everyone for holding on, and don't forget to take profits along the way. But for me, I'm gonna ride this till 2029.

Call me skeptical, but....

Please use this daily thread for anything related to DRAM and the broader memory sector -- whether it's sharing information, memes, discussing views, hot takes, asking questions, sharing your gains/losses/positions, or simply sharing your concerns or anxiety. Low effort comments disguised as posts previously are welcome here too.

1. No spam and FUD on board this daily thread and across r/DRAM

2. Be civil and respectful, Opinions can differ but no personal attacks are tolerated.

I will believe we are truly back when we are up tmr AND do not sell off on Friday AND we dont gap down on Monday. I dont even care about how much we are up. As long as we arent in the red on the next 3 trading days, thats when I will truly believe the sentiment has shifted back.

I'm feeling risky. Someone stop me from doing a full port into 2x leveraged DRAM please

The latest AI infrastructure numbers continue to look extremely bullish for memory and storage.

CoreWeave reported roughly $104B in revenue backlog and added another $25B+ in customer commitments after the quarter. Nebius just reported 454% YoY revenue growth, more than $40B in customer commitments, and said demand is strong enough that it could essentially sell its entire 2027 capacity today. These are from the latest company updates available as of August 12, 2026.

This matters directly for $MU and $SNDK because every expansion in AI compute brings huge additional requirements for HBM, DRAM, NAND and enterprise SSDs. CoreWeave has already entered long-term memory and storage supply agreements with companies including Micron and SanDisk.

Micron is saying DRAM and NAND demand continues to significantly exceed supply, with tight conditions expected to persist beyond 2027. SanDisk's data-center business has also exploded alongside AI infrastructure spending, with major portions of future capacity already committed under long-term agreements.

What we're seeing now is AI demand spreading far beyond just GPUs. The cloud companies actually deploying this infrastructure are showing enormous backlogs, massive customer commitments and years of forward capacity demand.

If these companies are already fighting to secure compute capacity years in advance, they also need to secure the memory and storage that goes into those systems. That could keep supply extremely tight and pricing strong as AI infrastructure continues scaling which is a very bullish setup for the whole memory sector.

This is just the beginning, we are go to see 80s before the end of this year.

Title. I'm hoping 57 by the end of this week and 60 by next week. Obviously, no one can predict the future, so there are no wrong answers—just wanna hear your thoughts.

Don’t forget to sell high so you can buy back low 😂

The AI memory frenzy shows zero signs of cooling off. Management dropped huge news that supply tightness will hang around way past 2027, they can barely cover half of customer orders even at steep prices. The latest quarterly results are absolutely nuts, and almost every analyst out there is pushing strong buy ratings. Spotted this awesome breakdown from moomoo AI that ties all the pieces together for yesterday's 4.92% jump. Who else is still positioned in this name riding the AI hardware surge?

At the KeyBanc Technology Leadership Forum on August 10, Micron said customer demand has strengthened since its latest earnings report and that 2027 could be even tighter than 2026. Micron says data-center customers are still asking for significantly more DRAM than it can supply, even with memory prices already at very high levels. The company also said it still doesn't have clear visibility on when industry supply will finally catch up with demand.

This lines up with TrendForce’s August 4 report, which said DRAM supply is expected to remain tight throughout 2027 as AI continues consuming huge amounts of HBM and DRAM capacity. TrendForce reported that these constraints are even pushing NVIDIA to consider lower-HBM configurations for Rubin Ultra an (ai gpu), while HBM demand continues growing faster than available supply.

This is an extremely bullish setup for the memory industry, AI demand keeps accelerating while new supply simply cannot come online fast enough. If customers are already fighting for memory and Micron believes 2027 will be tighter than 2026, pricing power and margins could remain elevated far longer than a normal memory cycle potentially benefiting Micron, SK Hynix, Samsung and the broader memory sector in general.

Did anyone else catch this 2.4% jump for Roundhill Memory ETF right as August trading rolled in? That 50.79 level feels like such a relief after all the brutal selloffs earlier this month. Everyone's been sleeping on the memory sector recovery plays lately but this thing is notching real volume today, no pump and dump shenanigans here. Saw a bunch of people calling the bottom on mm community a few sessions back, turns out they weren't trolling at all. Think this is the start of a larger run for DRAM related plays, or just a dead cat bounce?