Roundhill Investments' DRAM ETF hit nearly $10 billion in 43 days, betting on memory chip shortages as the biggest bottleneck in AI

DRAM ETF plunges 32% as margin calls crush over-leveraged memory stock investors. Charlie Bilello warns this mania never ends well.

Bank of America sees hyperscaler AI capex topping $1.2 trillion. Here's how semiconductor ETFs like SMH, SOXX and DRAM could benefit.