An investor added to their premarket positions in $DRAM, $BE, and $INTC, noting these assets are currently down 30-40% from their highs with recovering charts. The trades are supported by catalysts including a projected bounce in the Kospi, expectations of an AI infrastructure boost from a Jensen AI announcement, and an oversubscribed $INTC raise. While approached primarily as trades with specific trim targets, these positions could potentially transition into long-term holds if earnings growth and reduced leverage drive sustainable momentum.