How Benzinga’s view on $DRAM changed

Channel profile →This channel has 13 credited speakers: Broadcom CEO Hock Tan, Counterpoint Research, Goldman Sachs, JP Morgan, Jeff Kilberg (KKM Financial), Jim Cramer / George Kurtz, Ken Langone, Lion, Rothschild (rejected), Swing Baron, Third party cited in the quote, Tim Melvin / Lawrence Chang, Timothy Horan (Oppenheimer)1 entry
2026-10-05Bullish
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Speaker holds a long position in DRAM (Micron proxy) via options expiring end-of-month; position is slightly profitable but not significantly up.

We did not, but but we traded DRAM, which is, you know, a little bit of a, you know, let's call it a proxy for Micron. Um, you know, the beta is is pretty high. The correlation's pretty high.

And, uh, full full disclosure, we are long DRAM. We did get long DRAM before Micron earnings. It's up a little. It's not up a lot, but it's an option position that expires out to the end of the month that we're going to hold.