Don't Fear the Memory Rally The three biggest memory producers in the world, Samsung Electronics (005930 KS), SK hynix (000660... Read More →
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... Read More →
Roundhill Roundup - Closer, But Not Clear No matter how you slice it, financial markets are under stress in 2026. Read More →
Why Memory Stocks Keep Winning AI is raising memory demand faster than supply can respond, and that mismatch is poised to last. Read More →
Roundhill Roundup - Midterms Are Here. So is Volatility. The 2026 midterm election cycle is underway. While the situation in Iran is dominating headlines,... Read More →
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... Read More →
The Space Economy Is Going Mainstream SpaceX is the face of modern space, even though investors still cannot buy it in public markets.... Read More →
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... Read More →
Roundhill Roundup - The Survey Says… In early January, Roundhill Investments conducted its first-ever market outlook survey, asking... Read More →