Paradis(@ParadisLabs):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.

2026.07.16 19:35

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.