This week’s market story was simple: oil took control, the Fed lost flexibility and stocks were left trying to decide whether this is actually a contained shock or the start of a bigger macro problem. For now, everything hinges on whether this is a spike or the start of a trend.
NVDA results really didn't matter. But the commentary from its conference call did. It revived some key AI bottleneck trades: memory and neocloud. We breakdown the takeaways and highlight the initial action in our latest Market Memo (8/27/2026): https://t.co/JJFWdNpHRr
An uncomfortable truth: NVDA results don't matter. Same goes for most of the NASDAQ 100 names given high fundamental expectations. It's about the future because of what's already priced in for growth.
Learn our take by reading our Market Memo (8/26/2026): https://t.co/5WwxML8zDi
$NVDA reports earnings today. Get exposure to $NVDA and the rest of the Magnificent Seven with $MAGS.
For standardized performance and important info, visit: https://t.co/gQVqxOpE5X
We are excited to announce that @drewmpettit has officially joined Roundhill as Chief Investment Strategist. Previously Drew was leading Thematic Equity Strategy and ETF research at Citi, where his work earned two Institutional Investor Rising Stars. Welcome to the team Drew.
See our full announcement here: https://t.co/i566RPgQs2
Despite record construction, there is virtually no data center capacity left. Vacancy rates across primary U.S. markets fell from 5.8% in 2023 to 1.3% today. Demand is winning and neoclouds are built to capture the shortfall.
Consider investing in the Roundhill Neocloud ETF $NCLD: https://t.co/ULUBV86CgA
When we launched the Roundhill Memory ETF $DRAM, we believed memory was becoming the bottleneck of the AI buildout. Investors agreed faster than we ever could have imagined, and DRAM has become one of the defining launches in our firm's history.
https://t.co/Kevi7Ae5oW
One firm's capex is another firm's revenue. The Magnificent Seven write the checks. The memory makers cash them. For a month, being right on one meant being wrong on the other. That trend is ending. When both ends of the AI barbell get rewarded at the same time, we believe that is the market's green light. $MAGS $DRAM
Read our August Roundhill Roundup for details: https://t.co/lHIbOt3SsK
The Roundhill Photonics & Optics ETF $LYTE has crossed $300 million in AUM in only 9 days of trading.
Consider investing here: https://t.co/di8WHXK4gI
*As of 08/19/2026
🚨New Addition Alert: Unitree has been added to the Roundhill Humanoid Robotics ETF $HUMN.
Learn more including current holdings here: https://t.co/xMpwwZq6fV
The Roundhill Humanoid Robotics ETF $HUMN has officially crossed $100 million in assets under management.
Consider investing here: https://t.co/xzgyNxLg37
*As of 8/13/2026
Data center optical transceiver revenue reached roughly $17 billion in 2025. Nomura estimates it will grow to $48 billion in 2026, $97 billion in 2027, and $144 billion in 2028 (more than an 8x in three years).
The Roundhill Photonics & Optics ETF $LYTE is built to capture that ramp.
Consider investing: https://t.co/uyBkLbRUB4
The Roundhill Photonics & Optics ETF $LYTE has crossed $200 million in AUM in only 7 days of trading.
Consider investing here: https://t.co/di8WHXK4gI
*As of 08/16/2026