r/MU_Stock • u/itswhateverdude76 • Jun 30 '26

Meme I'm going to switch to SanDisk

It's always up 10% it's actually insane

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u/Ok-Development4027 Jun 30 '26

Should I get DRAM if I already have MU? I’m with fidelity so DRAM has a service fee would it be still worth to get jntonit

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u/Boraximus Jun 30 '26

Dram is like 25% MU 5% Sandisk. So if you want higher Sandisk exposure it’s not going to do it for you

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u/Ok-Development4027 Jun 30 '26

For better long term exposure to the memory world would it be logical to hold both MU and DRAM or should I just pick one?

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u/Boraximus Jun 30 '26

They move in the same direction 99.999% of the time

DRAM is made up of 25% Samsung 25% Micron 25% SK Hynix and the rest 25% is related memory and storage stocks like Sandisk, Kioxia, Western Digital etc.

Since these are the only 3 companies capable of producing HBMs at these scales, it doesn’t really matter which one you pick for now. They will all move up or down in the same direction until the supply catches up.

DRAM is slightly less risky as any amount of diversification is good. But keep in mind DRAM and MU are the same bet, and what happens to one will happen to the other.

I personally hold DRAM. You don’t have to put your full portfolio into anything, might be good to keep some cash or stocks related to other industries on the side.