Meet XX: The Road to 10,000
Introducing the Roundhill S&P 500 Target 10,000 2030 ETF For most investors seeking long-term...
Memory Serves: DRAM Break Out Watch
Summary DRAM gave back 35% of its gains before spending the last two months rangebound. It’s...
MLCCs: The 60-Year-Old Component AI Can't Scale Without
The first multilayer ceramic capacitor (MLCC) became commercially available in 1965.1 While they’ve...
Meet CCML: An ETF for Precise MLCC Exposure
Multilayer ceramic capacitors (MLCCs) and electrical components are capturing a growing share of...
MAGS is Back
MAGS is Back MAGS broke $70 on 9/3 and is on the verge of new 52-week highs as it closes its...
Semicaps: The Picks and Shovels of Semis
Most conversations about semiconductors focus on the chips themselves, such as the GPUs training AI...
What are MLCCs?
A multilayer ceramic capacitor, or MLCC, is among the smallest and least expensive parts inside a...
Roundhill Roundup - The Market’s Green Light
In our view, the Situational Awareness blow up was the exclamation point to a significant leverage...
Blinded by the LYTE
Newer generations of large language models have gotten more efficient, but also more intensive with...
On Neocloud Nine
Due to increasingly power intensive generative AI workloads, the world is short on compute. Yet...
Everybody's Buying AI. Now What?
According to Ramp AI Index data, the share of U.S. businesses with paid subscriptions to AI models,...
Neocloud Companies, Explained: The New Landlords of the AI Buildout
What is a neocloud company? A neocloud is a cloud provider built for one job: renting out...
Roundhill Roundup - Questions for 2H’26
With another quarter of price action in the books, the first half of 2026 is now behind us. The S&P...
Why AI Needs Light
For two years, the AI hardware trade has been about raw power. Faster chips. More memory to keep...
Roundhill Roundup - Growth vs. Value or AI vs. HALO?
How much AI do you own in 2026? Modern portfolio construction is under newfound scrutiny as AI has...
Don't Fear the Memory Rally
The three biggest memory producers in the world, Samsung Electronics (005930 KS), SK hynix (000660...
Houston, We Have Liftoff
In 1957, there were three orbital launch attempts. In 2025, there were 329, a 25% increase over...
The Stocks AI Can’t Disrupt: Meet LOHA
As secular adoption of AI has matured, innovation and disruption have accelerated, challenging...
Roundhill Roundup - Stocks Don’t Run on Oil
On April 7, crude oil WTI (West Texas Intermediate) briefly traded above $115 a barrel. Six trading...
Roundhill Roundup - Closer, But Not Clear
No matter how you slice it, financial markets are under stress in 2026.
Semi Exposure Isn’t Memory Exposure. Meet DRAM.
The tailwinds for memory stocks are compelling, but how can you best access the theme? The global...
Why Memory Stocks Keep Winning
AI is raising memory demand faster than supply can respond, and that mismatch is poised to last.
The Obesity Drug Boom
The weight loss drug industry is burgeoning with innovation and the Roundhill GLP-1 & Weight Loss...
Roundhill Roundup - Midterms Are Here. So is Volatility.
The 2026 midterm election cycle is underway. While the situation in Iran is dominating headlines,...
AI Disruption is Everywhere
A market rotation is underway and Technology stocks are in the crosshairs. Less than half of stocks...
Roundhill Roundup - The Survey Says…
In early January, Roundhill Investments conducted its first-ever market outlook survey, asking...
A Case Against the AI Bubble
A Case Against the AI Bubble The magnitude and speed of recent gains in AI stocks have naturally...
Magnificent Seven “Only” Up 23% in 2025: A Bull Market Problem
A quick glance at recent headlines for the Magnificent Seven would make casual readers think the...
No Driver. No Problem. Meet CABZ
The future of transportation is leaving the laboratory and driving on roads near you (at least in...
Roundhill Roundup - Lessons from 2025, Setups for 2026
A Look Back at 2025 Stocks in 2025 were defined by tariff fears, expectations on the Federal...
Roundhill Thematic Year in Review
With 2026 on the horizon, investors face the prospect of a shifting policy landscape with the...
Portfolio Prognosis: Investing in a New Era of Weight-Loss Innovation
Are Health Care Stocks Back?
Roundhill Roundup - Magnificent Momentum
Despite the various headwinds, the market has been remarkably resilient since the April lows. 2025...
WeeklyPay™ Goes for Gold
Many different reasons have been offered for Gold’s surge in 2025…
Roundhill Roundup - Margins Are the New Momentum
Fed Easing Likely Can’t Drive Further Multiple Expansion Markets are entering the Fall with...
The Evolution of AI: From Foundations to Industrialization
The early phase of the generative artificial intelligence revolution resembled the “picks and...
Introducing MAGC: The China Magnificent Seven ETF
The Magnificent Seven have become household names in the U.S., but China has its own version of...
Small Caps Show Signs of Life
It has been 965 trading days since the Russell 2000 last registered a record closing high on...
AI Earnings: The Haves and the Have-Nots
Generative AI After Earnings: Key Takeaways Post Broadcom’s strong results, it’s clear the...
Roundhill Roundup - Is the Bull Market Over?
The S&P 500 is roughly one month away from its three year anniversary in a bull market. Despite...
Guess Who’s Back: Meme Stocks
What Are Meme Stocks? Meme stocks are public companies whose prices are influenced as much (or...
Still Magnificent — The Magnificent Seven Stocks Roar Back
From FAANG to a New Center of Market Gravity A decade ago, “FAANG” (Facebook, Apple, Amazon,...
Prompts to Profits: Survey Reveals Generative AI’s Potential
The rapid introduction of artificial intelligence (AI) into our daily lives can feel unsettling....
Roundhill Roundup - Meme Mania
It has been roughly four and a half years since financial markets witnessed the rise of the retail...
Trust the Thrust? What’s Next for Equity Markets
Strength Tends to Beget Strength The S&P 500 has experienced a meteoric rise off its early April...
The Metaverse is Surging. What Are Investors Missing?
The Roundhill Ball Metaverse ETF (METV) returned 26.24% in 2Q’25, its strongest quarter since...
Midyear Momentum Check: Roundhill’s Under-the-Radar Themes
A New Half Begins With the first half of 2025 now in the books, investors are taking stock of the...
Roundhill Roundup - The “Shake It Off” Rally
Taylor Swift’s anthem “Shake It Off” captured the mood this quarter as stocks shrugged off one...
Why Active Matters for CHAT & AI Investing
The Resiliency of the AI Trade Despite unresolved macro risks, the Roundhill Generative AI &...
The Magnificent Seven: Durable in a Disrupted World
“You can check out any time you like, but you can never leave.” — The Eagles, Hotel California...
Roundhill Roundup - Fat and Flat
While markets have staged a remarkable comeback since their ‘Liberation Day’ losses, investor angst...
Magnificent Seven Earnings Preview: Eyes on Earnings, Ears on Trade
Investor anxiety surrounding the “Magnificent Seven” — Apple, Microsoft, Alphabet, Amazon, Meta,...
Roundhill Roundup - Can a Vibe-cession Become a Re-cession?
Hard vs. Soft Data: What Matters More? Even before the tariff announcements, investors were at the...
The China Dragons Awaken
China’s Low Bar for Improvement For the past few years, China’s equity market—particularly its tech...
Roundhill Roundup - Trump Bump, or Trump Slump?
As we march through 2025, the U.S. economy is a mixed bag of solid realized growth coupled with...
Breaking Down the DRAG Breakout
The Roundhill China Dragons ETF (DRAG) provides investors equal weight exposure to a concentrated...
Tariffs: Market Risk or Opportunity?
Uncertainty is rising with tariffs looming. What are the immediate implications for the market and...
Roundhill Roundup - Cautiously Optimistic
Interest Rate Jitters With 2025’s first month of trading in the books, concern about the level and...
The Good, The Bad, and The Magnificent Seven: 4Q’24 and 2025 Earnings Preview
The Good: Price Action & Profit Expectations Magnificent Seven Leadership Intact The Magnificent...
YBTC’s 1-Year Anniversary
The Roundhill Bitcoin Covered Call Strategy ETF (YTBC) launched on January 18, 2024. To celebrate...
Did I Miss the Trade? Opportunities in AI
ChatGPT was released more than two years ago, but the AI trade is not yet showing any signs of...
Roundhill Roundup - Taking Stock for 2025
Taking Stock for 2025 2024 was a noteworthy year for the U.S. equity market. On a total return...
Roundhill Thematic Year in Review
At the end of 2023, market prognosticators forecasted that 2024 would be a year of broadening, a...
Breaking Down the Mag 7 Breakout
After peaking in mid-July, the Roundhill Magnificent Seven ETF (MAGS) corrected nearly 20% over the...
Roundhill Roundup - The Power of Operating Leverage
Alongside artificial intelligence (AI), one of the defining market drivers in 2024 has been the...
Crypto Enthusiasm Abundant After Trump’s Triumph
Regulatory & Political Backdrop in 2024 Bitcoin and ether have seen a rapidly improving regulatory...
Roundhill Roundup - Does Valuation Matter?
As we approach the end of the year, the outlook for stocks remains generally positive, buoyed by a...
Introducing DRAG: Meet the China Dragons
While the U.S. boasts the Magnificent Seven stocks – some of the dominant tech companies shaping...
Are the Magnificent Seven Still Magnificent?
In the lead-up to the second quarter 2024 earnings season, the Magnificent Seven stocks were at a...
Roundhill Roundup - Ready, Aim, Fire: China Takes Action
Inflationary Wave & Election Volatility Imminent? Following a 50 bps rate cut at September's widely...
China Stimulus Spigots Catalyze Risk Appetite
People’s Bank of China Fires the Bazooka In pursuit of its 5% growth target, the People’s Bank of...
What Can Prior Cutting Cycles Teach Us About September’s Rate Cut
The Easing Cycle Begins In the most anticipated Federal Open Market Committee meeting since the...
State of the State of Small Caps
Small Caps Haven’t Made a High Since… Small caps have been difficult for investors in recent years,...
Roundhill Roundup - We’re So Back (or Are We?)
In early August, equity volatility spiked to levels last seen in 2020, reflecting market jitters...
Second Quarter Earnings Season - What are Companies Talking About?
Roughly 95% of the S&P 500 have reported earnings results for 2Q’24. With a beat rate of roughly...
Solving China’s Stock Market Diversification Problem
Historically, emerging market equities have earned a spot in investor portfolios under the premise...
High Risk, High Reward for the Magnificent Seven
High Expectations for Earnings Season From a profit and price perspective, the Magnificent Seven...