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...
XPAY, TPAY, or XDIV: Finding the Right Tax-Efficient Strategy
Investors today are increasingly mindful that the investment choices they make directly shape their...
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,...
HALO Stocks: Heavy Assets Low Obsolescence
AI is forcing a re-think of what a moat actually is. If a model can do in minutes what used to take...
AI Disruption is Everywhere
A market rotation is underway and Technology stocks are in the crosshairs. Less than half of stocks...
The Space Economy Is Going Mainstream
SpaceX is the face of modern space, even though investors still cannot buy it in public markets....
The Memory Wall: Why AI’s Next Bottleneck Isn’t Compute
For most of the last two years, the AI investment story revolved around a single question: can we...
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...
Are We In the New Industrial Revolution? Today’s AI & Robotics Boom Looks More Like 1870 Than 1999
Everywhere you look, this period of rapid technological expansion (i.e. the growth of artificial...