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Roundhill Memory ETFDRAMDON'T BUYJun 12, 2026Stock price when the opinion was issued
Very new ETF. Basket of memory companies. The memory space makes a lot of sense, as it ties into the AI buildout. The backlog is real, but are you overpaying? In one month, up 62.5%. So you have to be really careful -- there's going to be profit-taking and valuation resets. Paying 65 bps.
He'd rather be taking profits than jumping on at the end of the train.
Pretty thin slice of the AI trade. Companies within it have done well. Good theme, but if you're not diversified enough you have to be really careful. Cyclical. More of a trading vehicle. Nothing wrong with its structure or fees, but he wouldn't use it.