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DRAM positions have been updated, with significant changes. Some A-share stocks have been added.
Samsung, SK Hynix, and Micron are back above 25%.
Samsung jumped from under 20% straight to the top tier.
Kioxia took a hit, dropping from 8% to 4.5%.
GigaDevice was added with a 2% weight. Phison at 0.68%. Macronix at 0.4%.
If you follow DRAM, you can feel the shift.
Discord in personal profile, buy the dip, long-term hold.