Houston, We Have Liftoff In 1957, there were three orbital launch attempts. In 2025, there were 329, a 25% increase over... Read More →
The Stocks AI Can’t Disrupt: Meet LOHA As secular adoption of AI has matured, innovation and disruption have accelerated, challenging... Read More →
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... Read More →
The Obesity Drug Boom The weight loss drug industry is burgeoning with innovation and the Roundhill GLP-1 & Weight Loss... 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 →
AI Disruption is Everywhere A market rotation is underway and Technology stocks are in the crosshairs. Less than half of stocks... 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 →
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... Read More →
Roundhill Thematic Year in Review With 2026 on the horizon, investors face the prospect of a shifting policy landscape with the... Read More →