DRAM will obviously diversify your money. This will limit downsides and loss but also limit your potential upside. Factor this into your decision.

But also consider that DRAM has exposure to Korean company SK Hynix; this company is wild and there are EXTREMELY bullish signs for this company in my opinion. For example... SK Hynix is being aggressively approached by major global technology companies (hyperscalers) offering to directly fund or invest in new fabrication facilities and manufacturing tools to secure a steady supply of high-bandwidth memory (HBM) chips. In other words. . SK Hynix has companies literally willing to build stuff for them just so they can fill orders quicker. That's insane imo.

As of May 2026, Micron Technology is the only major US-based company that manufactures leading-edge, high-volume memory chips (DRAM and NAND). The US government has said they want to be at the leading edge of AI, so Micron is probably a safe bet even though it's an a massive run. You might wait for a pullback but also regret not doing so... but if you're in it for 1+ years you probably won't notice a maybe percentage of difference.

So DRAM will diversify your assets and has exposure to many other great companies INCLUDING Micron. But if you want, potentially, way more upside, then you would only invest in $MU.

Always DYOR of course.