SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoin is experiencing heightened volatility and intense debate as the community reacts to the upcoming Senate Banking Committee markup of the Clarity Act. Market participants remain sharply divided, with bulls pointing to institutional accumulation and regulatory progress, while vocal skeptics point to macroeconomic pressures and recent price consolidation as signs of a potential downturn.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is attracting intense market attention as shares hit record highs ahead of earnings, fueled by the CEO joining a presidential delegation to China that has investors speculating on potential breakthroughs in export restrictions. The community remains sharply divided, with bulls pointing to invincible data center demand and potential trade catalysts, while vocal bears continue to focus on short reports alleging hidden China exposure and bubble-like valuation concerns.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

The S&P 500 is hitting new record highs, driven by investor optimism surrounding tech-heavy AI initiatives and high-level diplomatic developments. While the community remains deeply polarized between bulls celebrating the relentless upward momentum and frustrated bears who are struggling with significant losses from short positions.

XRP is a decentralized digital asset and the native token of the XRP Ledger, a Layer 1 blockchain designed for high-performance global payments. Its primary value proposition is offering a fast, cost-effective alternative to traditional banking systems by enabling near-instant cross-border settlements that finalize in three to five seconds. By serving as a neutral bridge asset between different fiat currencies, it helps financial institutions lower liquidity costs and eliminates the need for pre-funded accounts.  The network is unique because it utilizes a federated consensus protocol instead of energy-intensive mining or staking. This system achieves deterministic finality through a Unique Node List of trusted validators who must reach an eighty percent agreement threshold to permanently record transactions. This infrastructure supports a sustained throughput of 1,500 transactions per second and includes a built-in decentralized exchange that allows for the automated trading of any tokenized asset without intermediaries.  The project traces its origins back to 2004 with Ryan Fugger before being co-founded in its modern form by Jed McCaleb and Chris Larsen. The company, now known as Ripple, works with major financial institutions as partners and investors to build global payment solutions. To protect the network from spam, a small amount of XRP is burned during every transaction, and the token is further utilized by institutions as collateral to access traditional markets and manage digital asset infrastructure.  Institutional adoption of the asset reached a major milestone in November 2025 when the SEC approved the first wave of spot XRP ETFs. These products, offered by major issuers including Bitwise, Grayscale, 21Shares, Canary Capital, and Franklin Templeton, are now listed on prominent exchanges like the NYSE Arca, Nasdaq, and Cboe BZX. While Ripple remains a key contributor to the ecosystem, the underlying XRP Ledger continues to operate as an open-source and decentralized network.

Ripple

The community is actively focused on the upcoming Senate Banking Committee markup vote for the Digital Asset Market Clarity Act, with many debating whether this regulatory milestone will act as a major catalyst for price appreciation or if it remains a long-term play. Market participants are split between bullish sentiment surrounding institutional adoption and skepticism driven by past price stagnation and ongoing concerns regarding political obstruction.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

United States Oil Fund is trending as investors weigh persistent supply chain disruptions in the Strait of Hormuz against ongoing diplomatic tensions. The community remains deeply divided, with active debate focused on whether energy prices are being artificially suppressed or if geopolitical developments signal a prolonged period of market volatility.

Ethereum is a global, open-source platform for decentralized applications. In other words, it is a decentralized blockchain platform that enables developers to build and deploy smart contracts and applications without central authority control. Unlike Bitcoin, which primarily functions as digital currency, Ethereum operates as a programmable global computer where developers can create any type of decentralized service.   The platform hosts over $14 billion in DeFi applications with hundreds of thousands of active users across financial protocols, NFT marketplaces, and gaming platforms. Its transition to Proof of Stake in September 2022 reduced energy consumption by over 99%, addressing environmental concerns while strengthening network security.  The network operates through thousands of independent validator nodes that process transactions and execute smart contracts on the Ethereum Virtual Machine. Smart contracts are self-executing programs written in Solidity that automatically carry out agreements when conditions are met, eliminating intermediaries like banks or brokers.   Validators stake ETH as collateral to propose and validate blocks, earning rewards for honest participation while facing penalties for malicious behavior. The EIP-1559 upgrade introduced a dynamic base fee mechanism that burns ETH with each transaction, creating deflationary pressure during high network activity when more ETH is burned than issued to validators.  Vitalik Buterin proposed Ethereum in 2013, but seven co-founders helped build it, including Gavin Wood who created Solidity and the EVM technical specification, and Joseph Lubin who founded ConsenSys. The project launched in July 2015 after raising over $18 million through crowdfunding, quickly becoming the largest blockchain developer community. Major milestones include the 2020 Beacon Chain launch, the 2021 London hard fork implementing fee burning, and the 2022 Merge to Proof of Stake.   Ether (ETH) serves multiple functions: paying transaction fees (gas), staking to secure the network and earn 3-5% annual yields, serving as collateral in DeFi protocols, and purchasing NFTs and digital assets. The asset is increasingly adopted by traditional institutions, with publicly traded companies adding ETH to corporate treasuries to generate staking yields while maintaining blockchain exposure, and in 2024, the SEC approved spot Ethereum ETFs, allowing traditional investors to gain exposure through conventional brokerage accounts.  Ethereum's roadmap focuses on dramatically increasing transaction capacity to over 100,000 per second, reducing confirmation times, and enhancing decentralization while maintaining security against future threats like quantum computing.

Ethereum

Ethereum is facing intense scrutiny as market participants weigh the potential impact of the upcoming Clarity Act against persistent price volatility. While some community members are focused on long-term accumulation and institutional interest, others are expressing frustration over the lack of breakout momentum and the token's recent underperformance relative to other assets.

iShares Silver Trust - Fractional undivided beneficial interests

iShares Silver Trust

The iShares Silver Trust is capturing significant attention as investors speculate on a breakout driven by surging industrial demand from the semiconductor and AI sectors. Community discussion is heavily focused on the interplay between supply chain constraints, inflationary hedging, and potential short squeezes, with many traders closely monitoring the metal's resilience against traditional market volatility.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

The Invesco QQQ Trust is rallying to record highs as market participants remain fixated on the AI-driven tech sector, with sentiment divided between a 'melt-up' fueled by institutional momentum and fears of a bubble mirroring historical volatility. Community debate is heavily focused on the disconnect between persistent inflation and record index valuations, alongside speculation about the impact of high-level geopolitical discussions in China.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokia is seeing intense community activity and bullish momentum driven by its pivot into AI infrastructure, particularly through strategic partnerships with NVIDIA and its growing leadership in optical networking and AI-RAN technology. Investors are actively discussing the stock's potential for a structural re-rating as they pivot away from its legacy telecom identity to its critical role in supporting the backbone of AI-driven data centers and global networking upgrades.

Dogecoin is an open-source digital currency based on the "Doge" meme that functions as a peer-to-peer medium for fast payments and digital tipping. Unlike projects backed by corporate entities, its value is driven by a global community, and the project is managed by a decentralized group of volunteers and the non-profit Dogecoin Foundation rather than a formal company.  Originally created in 2013 by software engineers Billy Markus and Jackson Palmer as a market parody, the project held no public sale or venture capital rounds. The network operates as a fork of LuckyCoin, which itself was a fork of Litecoin, using a proof of work consensus mechanism. It employs the Scrypt algorithm to ensure the mining process remains fast and efficient, with new blocks processed every 60 seconds. A unique technical feature is its use of merged mining, allowing miners to secure Dogecoin simultaneously with other Scrypt-based networks like Litecoin.  To keep transaction fees low and the network running indefinitely, Dogecoin features an uncapped supply where new coins are added forever. In a major regulatory milestone in March 2026, a joint SEC and CFTC framework officially classified Dogecoin as a digital commodity, placing it in the same asset category as gold or oil.

Dogecoin

Dogecoin is trending as community members debate its potential for a price breakout, with investors closely watching legislative developments like the CLARITY Act for signs of broader regulatory acceptance. The conversation remains highly polarized between optimistic bulls anticipating a surge and skeptics who remain focused on historical performance.

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Solana

Cardano

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Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

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SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

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The Zacks Analyst Blog  QQQ, DIA, DRAM, WGMI, EWY, DIME and BKCH

QQQ surged 5.4% as easing Middle East tensions, AI momentum and upbeat earnings fueled a sixth straight winning week for the S&P 500.

<ul class="summary-bullets"><li>DRAM dropped 5% in the overnight session heading into Tuesday.</li><li>Samsung Electronics and HK Hynix shares in Seoul dropped sharply and partially recovered after a policy official’s comments created speculation that South Korea might be looking at taxing AI-linked profits.</li><li>Stocktwits sentiment for DRAM has remained ‘extremely bullish’ since the start of last week.</li></ul>Just over a month after its launch, the Roundhill Memory ETF (DRAM) has already become a retail&nbsp;favorite. The first dedicated fund tracking memory chip stocks has gained 90% since April 2 and has added roughly 1,700% more&nbsp;watchers on Stocktwits during this period.However,&nbsp;<a href="https://stocktwits.com/symbol/DRAM">DRAM</a> dropped 5% in overnight trading heading into Tuesday, tracking declines in South Korean chip majors Samsung Electronics and&nbsp;SK Hynix – and that’s a key risk for ETF investors to keep&nbsp;an eye on.DRAM has an outsized exposure to the two companies. Samsung and&nbsp;SK Hynix account for 24.99% and 24.22% of the fund’s holdings, according to its&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.roundhillinvestments.com/assets/pdfs/dram_factsheet.pdf">factsheet</a>. The third-largest is Micron Technology, accounting for 23.83% of the total.Arguably, developments on the other side&nbsp;of the&nbsp;world, business or geopolitical, would have a large impact on DRAM’s performance. And such was the case on Tuesday.<h2 class="st-heading-2">South Korean Official’s Remarks Stir Confusion</h2>Late Monday local time, South Korean presidential policy chief Kim Yong-beom’s&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.facebook.com/yongbeom.kim.35/">remarks</a> on Facebook, in which&nbsp;he discussed how chip companies are generating enormous profits and fueling record tax revenue for the government, triggered confusion over whether the government plans to impose an additional tax on AI-linked profits.“The nation should pay dividends,” he said. South Korea’s benchmark Kospi index tumbled as much as 5.1% on Tuesday before trimming declines after Kim clarified that he planned to use “excess tax revenue” created by the AI boom, rather than impose a fresh windfall levy on corporate earnings. Shares of Samsung and SK Hynix initially fell sharply, though both later recovered a large portion of those losses.To be sure, Kim outlined a bullish stance on the memory chip sector. “The possibility of a memory-centered super cycle continuing until at least 2027 is a picture that global markets, industries, and investment banks are beginning to imagine,” he said.The AI-linked optimism is driving&nbsp;<a href="https://stocktwits.com/news-articles/default/5/forget-spy-and-qqq-these-asia-linked-etfs-are-stealing-the-ai-mania/cZX9UayReWZ">sharp gains</a>, particularly in the tech-heavy East Asian markets, such as Taiwan and South Korea, with the latter’s Kospi hitting a fresh record on Monday. Over the past 12 months, gains in the&nbsp;<a href="https://stocktwits.com/symbol/EWY">iShares MSCI South Korea ETF (EWY)</a> and&nbsp;the&nbsp;<a href="https://stocktwits.com/symbol/EWT">iShares MSCI Taiwan ETF (EWT)</a> have far surpassed those in&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a> and&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a>.&nbsp;<h2 class="st-heading-2">Potential Strike At Samsung Factories&nbsp;</h2>Meanwhile, at Samsung, last-ditch talks between the company and its labor unions have yet to&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.koreaherald.com/article/10735909">yield a resolution</a> as they enter their second day, contributing to a drop in Samsung's stock. In essence, the dispute centers around the union’s demand that Samsung uncap performance payouts and set them at 15% of operating profit.Samsung workers have threatened to launch an 18-day strike beginning May 21 if negotiations collapse, an event that could impact global chip supply.<h2 class="st-heading-2">Retail’s View On DRAM</h2>Since the two companies account for roughly half of the DRAM portfolio, the move does not reflect the performance of U.S. memory companies. On Stocktwits, the retail sentiment for DRAM remained ‘extremely bullish,’ unchanged since the start of last week. &nbsp;<img src="https://news.stocktwits-cdn.com/koyfin_20260512_103508349_png_fad3eb5ce7.webp" alt="koyfin_20260512_103508349.png"> Traders are&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/JUST_FACTSSS/message/653038226">tracking</a> the risks. “Samsung negotiations with workers union failed 2nd day in a row. Strike is planned starting May 18 although both sides could reach a settlement before then. The stock fell 2% on the news. DRAM volatility is probably reacting to the possibility of a strike,”&nbsp;<a href="https://stocktwits.com/Bagholder_Hathaway/message/653040636">said</a> a trader.Another&nbsp;<a href="https://stocktwits.com/Smilax/message/653032935">wrote</a>: the drop in DRAM happened “because its 25/25 samsung/sk and if you hadn’t been keeping up with kospi (south korean stock index) it has gone parabolic last couple of weeks. And now its crashing I’d say at least a 20% correction there. DRAM at $40.”Samsung and SK Hynix shares were down 1.4% and 1%, respectively, in&nbsp;Seoul just as the trading day was drawing to a close. Shares of Micron dropped 3% in the U.S. overnight session heading into Tuesday.&nbsp;<a href="https://stocktwits.com/symbol/MU">MU stock</a> is up more than 50% already in May.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dell-stock-falls-on-ubs-downgrade-analyst-flags-heated-valuation-capped-upside/cZXXbcfReL9">DELL Stock Falls On UBS Downgrade: Analyst Flags Heated Valuation, Capped Upside</a>&nbsp;

Stock market candle bar chart over the main computer chip on abstract circuit board background.

AI Memory Play DRAM ETF Is Up 90% Since Launch: A Huge Korea Risk Unraveled It Today

The widely watched memory ETF has outsized exposure to South Korean chip giants Samsung and SK Hynix.

Equity

5 ETF Winners of Last Week 

AI euphoria, easing Iran tensions and resilient jobs data powered crypto, memory chip and South Korea ETFs higher last week.

<ul class="summary-bullets"><li>The Roundhill Memory ETF has benefited from the AI memory boom, as its top holdings include the biggest memory plays.&nbsp;</li><li>Soaring prices for high-bandwidth memory and storage have added to the momentum.&nbsp;</li><li>Micron Technology, SK Hynix, and Samsung Electronics make up about 75% of the ETF’s holdings.</li></ul>The new kid on the block among the artificial intelligence trade rush is memory, and investors are piling in fast.The newly-launched <a href="https://stocktwits.com/symbol/DRAM">Roundhill Memory ETF (DRAM)</a> has surged about 90% since its debut on April 2, quickly turning into one of the market’s hottest AI plays. The exchange-traded fund has surpassed major U.S. stock market indexes since its listing.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260511_014251954_png_ed96044263.webp" alt="koyfin_20260511_014251954.png" width="1600" height="1000"></figure><h2 class="st-heading-2">The Memory Supercycle</h2><a href="https://stocktwits.com/news-articles/markets/equity/mu-sndk-wdc-memory-stocks-rally-overnight-micron-eyes-1-t-club/cZX9oDNReWI">Memory chip stocks have rallied</a> in 2026 amid an explosive demand for AI infrastructure that has far outpaced supply. Soaring prices for high-bandwidth memory and storage have added to the momentum.“Global semiconductor revenue is projected to increase 62.7% YoY in 2026, with the strongest growth in DRAM and NAND due to supply shortages, with DRAM revenue projected to nearly double YoY and NAND potentially quadrupling,” Beth Kindig, CEO and Lead Tech Analyst for the I/O Fund, noted in a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/Beth_Kindig/status/2053607168968892528">post</a> on X.The Roundhill Memory ETF has benefited from this boom, as its top holdings comprise the biggest memory plays. <a href="https://stocktwits.com/symbol/MU">Micron Technology Inc.</a> (MU), South Korea’s SK Hynix, and Samsung Electronics make up about 75% of the ETF’s holdings.<div><figure class="table"><table class="ck-table-resized"><colgroup><col><col></colgroup><tbody><tr><td>Name</td><td>Weight</td></tr><tr><td>Micron Technology Inc</td><td>27.33%</td></tr><tr><td>SK hynix</td><td>26.37%</td></tr><tr><td>Samsung Electronics Co</td><td>20.42%</td></tr><tr><td>Sandisk</td><td>5.94%</td></tr><tr><td>Kioxia Holdings</td><td>5.68%</td></tr><tr><td>Seagate Technology Holdings</td><td>4.70%</td></tr><tr><td>Western Digital</td><td>4.22%</td></tr></tbody></table></figure></div>As of May 10 | Source: Roundhill InvestmentsMU shares have more than doubled since the ETF launched, while Samsung crossed the $1 trillion market capitalization milestone last week.“In my view, we are still only at the threshold of a prolonged rally. While the memory market remains cyclical, the current upcycle is projected to last at least until 2028,” said Dmytro Lebid, investment consultant, trader, and financial analyst, in a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/Dmytro_Lebid/status/2053387364261634291">post</a> on X.Lebid said he is bullish on Micron and SanDisk, adding, “Recent analysis confirms their high investment appeal and significant upside potential.”<h2 class="st-heading-2">The Asian AI Exposure</h2>Another reason for the fund’s popularity is its exposure to South Korea’s popular chip stocks SK Hynix and Samsung Electronics, according to Roundhill CEO Dave Mazza.“These are two of the biggest memory companies and they’re essentially inaccessible for U.S. investors,” Mazza <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/05/08/the-hottest-etf-since-bitcoin-mania-just-added-1-billion-in-a-day.html">told</a> CNBC. “If you buy a South Korea ETF, you’re gonna get other stuff you don’t want. And if you buy a semiconductor ETF, the weight of companies like Micron is too small.”<a href="https://stocktwits.com/news-articles/markets/equity/forget-spy-and-qqq-these-asia-linked-etfs-are-stealing-the-ai-mania/cZX9UayReWZ">ETFs related to Taiwan and South Korea</a> have outperformed Wall Street by a wide margin this year, as the Asian countries have posted historic stock market expansions driven by surging semiconductor demand.However, the DRAM ETF has surpassed the <a href="https://stocktwits.com/symbol/EWY">iShares MSCI South Korea ETF (EWY)</a> and the <a href="https://stocktwits.com/symbol/EWT">iShares MSCI Taiwan ETF (EWT)</a> since its debut.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260511_024024287_png_ef04957e5f.webp" alt="koyfin_20260511_024024287.png" width="1600" height="1000"></figure><h2 class="st-heading-2">Retail Stance On DRAM</h2>On Stocktwits, retail sentiment around DRAM has been in the ‘extremely bullish’ territory amid ‘extremely high’ message volumes at the time of writing.One bullish user said, “I'll sell both of my kidneys if i have to in order to get some call action here.”<stembedurl>https://stocktwits.com/Cloudchowdur/message/652904815</stembedurl>Another bullish user said, “The current price is at very attractive levels, sitting in areas that are expected to see a strong technical rebound amid rising tensions. The stock is currently considered an opportunity.” The user also added, “Opportunities like this do not happen every day.”<stembedurl>https://stocktwits.com/NAWAF_26/message/652904547</stembedurl>DRAM was down about 0.06% in Monday’s premarket trading at the time of writing.For updates and corrections, email newsroom[at]stocktwits[dot]com.

A technician laying CPU in the motherboard socket. Michael Burry believes that rally in the chips sector would cool. (Image source: Getty)

DRAM ETF Is Wall Street’s New AI Obsession Amid Memory Supercycle

The newly-launched Roundhill Memory ETF (DRAM) has surged about 90% since its debut on April 2.

DRAM ETF Surges As Investors Pile Into AI’s Hottest Trade

<ul class="summary-bullets"><li>Meanwhile, SPDR S&amp;P 500 ETF (SPY) has gained 32%, and the Invesco QQQ Trust (QQQ) has increased 46% in the same period.&nbsp;</li><li>Goldman Sachs expects South Korea’s AI-related exports to triple to almost 30% of its GDP this year.</li><li>Taiwan’s stock market is on track to overtake India to become the fifth largest in the world as soon as next month, as per The Kobeissi Letter.</li></ul>The artificial intelligence boom has propelled benchmark indexes, the S&amp;P 500 and the tech-heavy Nasdaq Composite, to multiple record highs in 2026, but the real breakout winners are emerging in Asia.Taiwan and South Korea are witnessing historic stock market expansions driven by surging semiconductor demand, with exchange-traded funds linked to Asia’s chip-heavy markets outperforming Wall Street by a wide margin.South Korea’s KOSPI hit a fresh record on Monday, surging more than 4% to 7,899.32. The Taiwan Stock Exchange Weighted Index (TAIEX) closed above 42,000 for the first time last week.Meanwhile, the <a href="https://stocktwits.com/symbol/EWY">iShares MSCI South Korea ETF (EWY)</a>, which tracks South Korean equities, has surged more than 239% in the last year, and the <a href="https://stocktwits.com/symbol/EWT">iShares MSCI Taiwan ETF (EWT)</a> has gained more than 96% in the same time, far beating the 32% gains of <a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a> and 46% of <a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a> in the same period.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260511_121005415_png_46f15aa352.webp" alt="koyfin_20260511_121005415.png" width="1600" height="1000"></figure>Taiwan and South Korea, in particular, are benefiting sharply from the AI boom because they sit at the center of the global AI physical supply chain, particularly for advanced semiconductors and memory chips.As of May, the EWY is heavily concentrated in technology, with SK Hynix Inc. and Samsung Electronics making up nearly 50% of the total portfolio, while Taiwan Semiconductor Manufacturing Co. (TSM) is the largest holding at EWT, comprising more than 20% of the portfolio.<h2 class="st-heading-2">The Asian Supercycle</h2>Taiwan’s economy has grown at the fastest pace since 1987 in the first quarter of 2026, and South Korean exports have been surging due to higher shipments of semiconductors, according to a Bloomberg <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-05-11/goldman-sees-rates-pressure-as-ai-fuels-k-shaped-korea-taiwan">report</a>.Goldman Sachs expects South Korea’s gross domestic product growth to hit 2.5% this year, rebounding from 1% in 2025. The analyst said that South Korea’s AI-related exports could triple to almost 30% of its GDP this year.Meanwhile, JPMorgan Chase &amp; Co. has raised its KOSPI target to 9,000 and its bull‑case target to 10,000, partly driven higher by the semiconductor supercycle, according to a separate Bloomberg <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-05-11/jpmorgan-hikes-kospi-bull-case-target-to-10-000-on-memory-boom">report</a>. This is the bank’s second raise in less than a month.“In these unique conditions, we believe it remains appropriate to stay positioned for further upside and not preemptively anticipate a cycle-end,” JPMorgan Chase said in a note, as per the report.Both analysts believe that a sustained upcycle for memory chips, driven by average selling prices and volumes, is likely in the next two years. &nbsp;Meanwhile, Taiwan’s GDP growth is expected to accelerate to about 10% in 2026, up from 8.7% last year, with the technology boom likely to increase growth volatility, according to Goldman Sachs. The country’s AI-related exports could rise to more than 30% of GDP, the Bloomberg report noted.Taiwan’s stock market is also on track to overtake India's to become the fifth-largest in the world as soon as next month, according to The Kobeissi Letter. Taiwan's stock market has already surpassed the UK's and Canada’s stock market values. Meanwhile, South Korea's stock market cap has beaten the UK and is on track to overtake Canada this month.“Collectively, the two markets have added +$4.6 trillion in market value over the last 12 months, driven by AI-related stocks,” the industry-leading market commentary service said in a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/KobeissiLetter/status/2051305216293605796">post</a> on X earlier this month. “AI is transforming Taiwan and South Korea into a global economic power.”<h2 class="st-heading-2">US Markets Are Rallying Too</h2>Meanwhile, U.S. stock markets have also surged to record highs amid the AI boom. The S&amp;P 500 and Nasdaq Composite <a href="https://stocktwits.com/news-articles/markets/equity/dow-sp500-nasdaq-futures-slip-as-trump-calls-iran-peace-proposal-totally-unacceptable/cZX98chReWE">rallied to record highs</a> on Friday, closing up 0.84% and 1.71%, respectively, driven by gains in Nvidia, SanDisk, Micron Technology, and other AI-related stocks, even as a stronger-than-expected April jobs report boosted sentiment.<h2 class="st-heading-2">Are Retail Traders Aware Of EWT, EWY?</h2>On Stocktwits, retail sentiment around EWY and EWT was in the ‘bullish’ and ‘bearish’ territories, respectively, amid ‘high’ message volumes at the time of writing. Retail traders have been very much keyed into the trends, with EWY’s following surging by 82% over the past three months, while EWT’s has jumped by nearly 10%.One bullish user said, “$EWY 250+ very strong bottom formed at 180.”<stembedurl>https://stocktwits.com/GoSoftlanding/message/652809306</stembedurl>Another user said, “Korea [is] going nuts again…”<stembedurl>https://stocktwits.com/10D_west/message/652892281</stembedurl>Meanwhile, for SPY and QQQ, retail sentiment was in the ‘bullish’ territory.For updates and corrections, email newsroom[at]stocktwits[dot]com.

South Korea's KOSPI Hits Record High, Surging Over 5% To Surpass 6,900 Mark (Photo by Chris Jung/NurPhoto via Getty Images)

Forget SPY And QQQ — These Asia-Linked ETFs Are Stealing The AI Mania

The iShares MSCI South Korea ETF and the iShares MSCI Taiwan ETF have surged more than 239% and 96%, respectively, in the last 12 months. 

3 Market Themes Driving Stocks Right Now: AI, Alt Energy and Commodities

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South Korea ETFs Under Spotlight as Kospi Tops 7000 for the First Time

South Korea ETFs surge as KOSPI tops 7,000 for the first time, driven by booming AI chip demand and gains in Samsung and SK Hynix. 

South Korea Tops UK as 8th Largest Stock Market: Investing Via ETFs

South Korea's stock market tops the UK, and ETFs like EWY give investors a direct way to tap into the country's powerful equity rally.

South Korea ETF (EWY) Hits New 52-Week High

EWY hits a 52-week high, soaring 183% from its low as South Korea's chip-driven market rally boosts momentum and signals potential near-term upside.

Why Investors Should Still Keep South Korea ETFs in Their Portfolios

South Korea ETFs like EWY rally as KOSPI hits record highs, fueled by AI-driven semiconductor demand and strong foreign inflows.

iShares Inc. - iShares MSCI South Korea ETF

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