Max Williamson(@maxwilliamson__):$DRAM broke above my initial $55 confirmation Just need to break and hold the 50dma and we are away $KOSPI is still playing nice which is helpful +2% today Rest of memory also performing $SNDK +16% $MU +6% $WDC +8% $STX +5% Bull case we break above and have a very intense rally until September/October Bear case we reject off the 50dma from war news or some AI/memory "killer" I am favouring the bull case right now, it is good to see they are implementing restriction on Korean's trading leverage!

2026.08.13 18:44

$DRAM broke above my initial $55 confirmation Just need to break and hold the 50dma and we are away $KOSPI is still playing nice which is helpful +2% today Rest of memory also performing $SNDK +16% $MU +6% $WDC +8% $STX +5% Bull case we break above and have a very intense rally until September/October Bear case we reject off the 50dma from war news or some AI/memory "killer" I am favouring the bull case right now, it is good to see they are implementing restriction on Korean's trading leverage!

Max Williamson@maxwilliamson__

2026.08.11 05:25

Took a position on $DRAM yesterday at $50 Memory sentiment is horrible atm and I think it will turn very quickly I want to see a confident move tomorrow, pre market is up 2.3% It will be difficult to reclaim the 50dma without getting rejected hard The $KOSPI is looking primed for a move up but whether that will be just to reject off the 50dma, I'm not sure Target still remains $130 for the $DRAM