The DRAM ETF Hit $10 Billion in 43 Days, Now Wall Street Can’t Stop Spinning Off New Versions [n2lXpCoLjHy]

In this episode of ETF Zoo, ETF.com’s Dave Nadig and Sumit Roy, Eric Balchunas of Bloomberg Intelligence, and Strategas’s Todd Sohn break down the record-shattering rise of DRAM, why AI's insatiable appetite for memory chips has investors loading up like they're headed to Costco, and whether the ETF industry is starting to push things a little too far. Highlights from this conversation include: -How DRAM shattered every ETF inflow record outside of Bitcoin, and what that says about AI infrastructure investing -The pick and shovel case for memory chips and why the companies actually building the hardware may be better positioned than the hyperscalers spending billions -The exploding DRAM ETF ecosystem, including leveraged, inverse, income, and now... autocallable? Does DRAM have the chops to survive the eventual AI bubble pop? Don’t miss the Zoo crew’s thoughts and then tune into the full conversation that includes a lively discussion about Cathie Wood and ARK Invest, the unexpected, most recent victims of leveraged funds, and more. ETF Zoo is hosted by Dave Nadig and Sumit Roy and includes contributions from top industry experts. New episodes drop every two weeks. 🔔 Subscribe for the latest ETF analysis, market structure breakdowns, and the occasional Costco reference.

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