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Paradis Labs
@ParadisLabs
AI & Semiconductor Research | Not Financial Advice | DYOR
参加 March 2026
102 フォロー中    68.5K ファン
Appetite for the memory trade is still super high: Record inflows for the South Korea ETF $EWY this week. Tuesday: $814 million (previous record high) Wednesday: $1.1 billion (new record high) Investors are back to using $EWY as a proxy for the South Korea SK Hynix listing, just like in Q1. Rather than paying the ~25% premiums for the US listed SK Hynix ADR. And for added context on the demand for memory stocks: The memory ETF $DRAM is currently at record-high AUM levels at ~$25 billion, despite only being released three months ago.
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