I See A Memory Bubble, DRAM Is The Only Way I’d Play It (BATS:DRAM)

I See A Memory Bubble, DRAM Is The Only Way I’d Play It (BATS:DRAM)

This article was written by Follow Columnist | Portfolio Manager | Econ Wonk | Top 5% TipRanks Expert I write The Macro Obsession, a Sunday newsletter on finance, tech, and the real economy. The approach is chart-heavy, macro-first, data-driven, and chock full of me without guardrails. On Seeking Alpha, I’m best known for macro commentary and high-yield fund coverage, but I also write on technology, materials, and retail stocks, and on names I…