$DISK (Tema Memory ETF) — investor discussion on X

Most active credible voices on $DISK

@pequityresearch (P Equity Research 📰) — 73 mentions · 66.3K followers
@temaetfs (Tema ETFs) — 44 mentions · 3.1K followers
@saso_capital (SasoEquity) — 6 mentions · 11.9K followers

Recent headlines featuring $DISK

2026-10-05: Bernstein says memory industry operating profit could reach $1.3 trillion in 2028
2026-09-13: Goldman’s Micron revenue calls jump to $130.9B in FY2026 and $276.0B in FY2028
2026-09-09: OpenAI says Astra demand is unprecedented; new Pro signups may pause
2026-09-07: UBS sees 4Q26 DRAM up about 10% after high-single to teens gains in 3Q26

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$DISK — what investors on X are saying · SpikePanel

$DISKTema Memory ETF · Asset Management · $6.3M

$26.90

post+2.7%

Event thread

Key events, in time order

3 items

2026-09-09OtherBull
China's Top 4 CSPs Seek LTAs from Samsung/SK Hynix, Tightening $DISK Supply Chain
Reports of LTA demand highlight memory's strategic role, suggesting sustained tight-supply backdrop for $DISK
D1 +0.1% · +5d -10.7%
2026-08-06Other
AI ETFs Shift Focus to Memory & Photonics; DISK Top Holdings Revealed
Industry trend and fund holdings jointly confirm memory sector investment focus
D1 -3.7% · +5d +11.6%

1 earlier events

2026-07-28 → 07-29Company
CXMT IPO Surges 465%, DISK Holds 10% Stake in Focus
Market attention on CXMT's 465% debut gain and DISK's 10% holding
D1 -8.2% · +5d +21.1%
2 waves of this story
- 2026-07-28 Added on IPO day, offering the largest CXMT exposure among U.S.-listed ETFs
- 2026-07-29 Market attention on CXMT's 465% debut gain and DISK's 10% holding

①

Bull vs bear

by direction · sourced

Bull signals0

None yet

Bear signals0

None yet

Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice

⑩

Discussion

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Facts and opinions separated · All items sourced · Not investment advice

Event thread

Key events, in time order

3 items

2026-09-09OtherBull
China's Top 4 CSPs Seek LTAs from Samsung/SK Hynix, Tightening $DISK Supply Chain
Reports of LTA demand highlight memory's strategic role, suggesting sustained tight-supply backdrop for $DISK
D1 +0.1% · +5d -10.7%
2026-08-06Other
AI ETFs Shift Focus to Memory & Photonics; DISK Top Holdings Revealed
Industry trend and fund holdings jointly confirm memory sector investment focus
D1 -3.7% · +5d +11.6%
2026-07-28 → 07-29Company
CXMT IPO Surges 465%, DISK Holds 10% Stake in Focus
Market attention on CXMT's 465% debut gain and DISK's 10% holding
D1 -8.2% · +5d +21.1%
2 waves of this story
- 2026-07-28 Added on IPO day, offering the largest CXMT exposure among U.S.-listed ETFs
- 2026-07-29 Market attention on CXMT's 465% debut gain and DISK's 10% holding

$DISK (Tema Memory ETF) — investor discussion on X

Most active credible voices on $DISK

Recent headlines featuring $DISK

$DISK (Tema Memory ETF) — investor discussion on X

Most active credible voices on $DISK

Recent headlines featuring $DISK

China's Top 4 CSPs Seek LTAs from Samsung/SK Hynix, Tightening $DISK Supply Chain

AI ETFs Shift Focus to Memory & Photonics; DISK Top Holdings Revealed

CXMT IPO Surges 465%, DISK Holds 10% Stake in Focus

Bull vs bear

Discussion

China's Top 4 CSPs Seek LTAs from Samsung/SK Hynix, Tightening $DISK Supply Chain

AI ETFs Shift Focus to Memory & Photonics; DISK Top Holdings Revealed

CXMT IPO Surges 465%, DISK Holds 10% Stake in Focus