Memory Mania, Mag 7 Rebound, & More
In this episode of ETF Spotlight, host Nina Mishra talks with Dave Mazza, CEO of Roundhill Investments, about the explosive rise of memory-chip stocks and the launch of Roundhill’s new DRAM ETF, which has amassed nearly $1 billion in assets in just two weeks. Mazza explains how AI‑driven data‑center demand has turned the traditionally cyclical memory market into a sticky, non‑discretionary growth engine, and why recent headlines about Google’s TurboQuant algorithm caused only a brief market overreaction. He also discusses the rationale behind the DRAM ETF’s concentrated, swap‑based structure, the outlook for the Magnificent Seven (MAX) ETF amid a rebound in big‑tech stocks, and the revival of a meme‑stock ETF as retail trading power grows.
Can the Aerospace and Defense Rally Continue in 2026?
The episode examines whether the recent aerospace and defense rally can sustain its momentum into 2026, starting with a look at how NATO alliances fund European defense spending. It then shifts to Middle East geopolitical dynamics and their impact on...