13F 25+/0-×0.0 · short↓0.11
Current snapshotPublic companyResearch currentFresh
Roundhill Memory ETF
AI Compute · Physical AI
SignalREMOVEDReviewed 26 Oct 2026
AI Compute exposure in Physical AI.
# Roundhill Memory ETF (DRAM): Why We Exited the Memory Supercycle Play
Catalysts
HBM3E ramp at MU/SK Hynix; DDR5 transition; memory pricing cycle bottom confirmed Q4 2025/early 2026
Invalidation
Memory pricing cycle reverses; HBM oversupply; trade restrictions on Korea/Taiwan memory exports; ETF structure risk (derivatives, tracking error)
Capital in context
Mapped funds and investors
Direct relationships supported by published evidence.
Reported holdings as-of
No sourced relationships mapped yet.
Disclosed investment history
No sourced relationships mapped yet.
Showing up to four relationships in each group. ETF weights describe the fund’s portfolio, not ownership of this company. Private investment history does not establish current ownership.
No current sentiment snapshot.
Lower-confidence snapshotTarget price: $98.48
Dated research target