🟢 DRMP is trading 8% up today as memory semis rebound from geopolitical selloff

DRMP is trading 8% up today as memory semiconductor and AI-infrastructure names recover from yesterday’s geopolitical-driven selloff.

• The bounce follows a sharp risk-off move in growth and tech sectors triggered by the July 8 U.S.-Iran escalation.
• Sentiment is normalizing toward high-beta tech and the fund’s options-linked strategies as broader markets trade modestly higher.
• The recovery comes amid a quiet macro calendar, allowing investors to rotate back into specialized semiconductor and AI-linked assets.