DRAM

DRAM remains in a long-term downtrend but has reached an extreme oversold condition, triggering a mean-reversion bounce at the critical mid-50s support cluster. Price continues to trade below key EMAs, and without a clean pullback into those moving averages, a patient stalking approach is warranted to enter on a clearer interaction zone.

• ↑Q2 DRAM revenue rose 66% QoQ, boosting share to 23.3%.
• ↑Plans to invest $3B in US supply chain and $250B by 2035 for AI memory.
• ↓DRAM cyclicality exposes Micron to abrupt price and margin swings.