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I saw a storage ETF called DISK, which is just a copycat and totally not working. It feels like they’re just copying homework without any stock-picking ability.
I highly doubt it can replicate the hype of DRAM.
An ETF itself is a hodgepodge, with holdings divided into four parts: HBM, NAND, HDD, and equipment.
Each part just buys the hottest names—I could do that myself.
I don’t see any stock-picking ability; it’s clearly just riding the trend, and the equipment part even has some hidden agenda.
Not buying.
Waiting for the SK Hynix IPO.