Themes ETFs
@ThemesETFs
We seek to provide investors with a way to own the opportunities that are shaping the future and moving markets.
Important disclosures:
Joined November 2023
22 Following 28.6K Followers
⚔️ Three companies control the world’s memory supply
AI is transforming memory demand, but barely changing its hierarchy.
Samsung, $SKHY , and $MU control 90% of global DRAM supply, a share expected to remain largely intact through 2027.
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