If you had 500k to invest and were bullish on memory, would you pick MU, SanDisk, SK Hynix, or DRAM?

I know DRAM gives you exposure to the entire memory sector, which is appealing because you don’t have to worry as much about picking the wrong winner. On the other hand, if the memory thesis continues to play out, a more concentrated position in a company like MU, SNDK, or SK Hynix would generate much higher returns than the ETF.

For those of you who are bullish on memory, are you more bullish on one company in particular, or do you prefer to just DRAM & chill?