High velocity, high octane with high performance returns within this super cycle. I have $17k invested in $DRAM within my taxable brokerage account, and also hold $MU within my TFSA. There’s going to be volatility and I can accept that. I want the exposure to Samsung and SK hynix, as well as the ability to own a piece of $WDC, $STX and $SNDK. I’m sure there’s going to be other points of view, however for my investment thesis and risk tolerance, $DRAM will be a horse I let run until the end of the year.
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9 Comments
Regis @mytranslator · 4moEdited
You think $DRAM has not reached its peak yet for 2026?
Tim McCarthy@tmccart1 · 4mo
Totally agree! I have shares with several covered calls on $DRAM, plus several cash secured puts on them 😎
Green Gambit@defive · 4mo
Everyday I watch DRAM going up is like a torture, unfortunately I cant do anything as transferring from TFSA from my bank to WealthSimple is like taking forever. May I know your price entry?
Jojo Wang@jojo84072 · 4mo
MU has a dividend yield, doesn’t the 15% withholding tax apply if you hold it in TFSA instead of RRSP?
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