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...
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.