PurePlay ETFs

Building targeted ETF solutions for smarter portfolios.

Disclosures: Foreside Fund Services, LLC

[PurePlay ETFs @PurePlayETFs]

We just launched the first ETF designed specifically to track the Nvidia value chain, giving investors a precision tool to target the critical infrastructure suppliers physically enabling the AI revolution. The PurePlay Nvidia Ecosystem Picks & Shovels Index ETF is officially live, listed on NASDAQ, and trading right now under the ticker symbol $NVPS.

Seeing the fund lit up across the Times Square tower is an unforgettable way to kick off our launch week. A massive thank you to @Nasdaq for celebrating our arrival and hosting our official listing.

We built this fund because while Nvidia is the undeniable engine of the AI boom, its groundbreaking systems rely entirely on a massive, highly specialized global supply chain. To capture this entire network accurately, the fund targets the global powerhouse companies across six core pillars, covering raw materials, tools, fabrication, packaging, infrastructure, and connectivity. We are incredibly proud to bring this product to market, offering a transparent vehicle for investors looking to access Nvidia’s critical supply chain.

Read the prospectus and explore the holdings here: https://t.co/SiBSWucq8O

Distributor: Foreside Fund Services, LLC

#ETF #Investing #ArtificialIntelligence #NVPS #NVIDIA #Semiconductors

[PurePlay ETFs @PurePlayETFs]

The latest top 10 holdings in the PurePlay NVIDIA Ecosystem Picks & Shovels Index ETF $NVPS

$TSM $MU $VRT $SMCI $ASML $LRCX $MRVL $ANET $ETN

Explore the full holdings and fund strategy: https://t.co/CaHtpeHRWp

[PurePlay ETFs @PurePlayETFs]

Before next-generation GPUs and high-bandwidth memory (HBM) ever enter a data center, they have to be printed at atomic precision.

Extreme Ultraviolet (EUV) lithography is the single most critical manufacturing bottleneck in semiconductors. Without these multi-hundred-million-dollar machines projecting circuit patterns onto silicon at sub-nanometer scales, advanced AI accelerators simply cannot exist.

From EUV lithography toolmakers to high-bandwidth memory and advanced packaging foundries and more, the PurePlay NVIDIA Ecosystem Picks & Shovels Index ETF ($NVPS) gives investors direct exposure to the irreplaceable physical hardware and companies powering the AI buildout.

Explore current holdings & fund details: https://t.co/HufmQfv5mU

[PurePlay ETFs @PurePlayETFs]

What’s further down the AI supply chain to watch? Joe DeYonker of PurePlay ETFs tells @MarketWatch why growing AI clusters and rising data volumes between GPUs and data centers are putting optical connectivity in focus.

Read more: https://t.co/XE11X8GMuB

[PurePlay ETFs @PurePlayETFs]

AI infrastructure spending is scaling across the entire technology ecosystem.

Building out AI capacity requires more than GPUs. It requires memory, semiconductor manufacturing equipment, advanced packaging, connectivity, data centers, power, cooling, and raw materials.

The PurePlay NVIDIA Ecosystem Picks & Shovels Index ETF ($NVPS) is designed to provide exposure to the companies supporting this broader AI infrastructure buildout across the global NVIDIA supply chain.

Gain exposure to the infrastructure powering the next generation of AI.

View Prospectus, Fund Holdings, and Disclosures: https://t.co/HufmQfv5mU

[PurePlay ETFs @PurePlayETFs]

$NVPS (PurePlay Nvidia Ecosystem Picks & Shovels Index ETF) is the first ETF in the U.S. market designed to track the NVIDIA supply chain under a single ticker.

NVPS provides exposure across the companies supporting the AI hardware ecosystem, including memory, semiconductor manufacturing, packaging, connectivity, and infrastructure.

Consider gaining exposure to the global supply chain powering the NVIDIA ecosystem.

View Prospectus, Fund Holdings, and Disclosures: https://t.co/HufmQfv5mU

*The Fund will not invest directly in shares of Nvidia. The Fund will not take defensive positions.

[PurePlay ETFs @PurePlayETFs]

NVIDIA's latest earnings report was also a supply-chain report.

NVIDIA's supply and capacity commitments increased to $279 billion, more than doubling from $119 billion the prior quarter, with the increase primarily related to securing memory and manufacturing capacity.

Management also said memory scarcity is being driven in large part by the AI buildout and that NVIDIA is working closely with its three major memory suppliers to increase capacity.

With supply expected to remain a bottleneck through at least fiscal 2028, the companies supplying the critical components, equipment, and infrastructure behind AI remain an important part of the story.

The PurePlay NVIDIA Ecosystem Picks & Shovels Index ETF ($NVPS) provides targeted exposure to the global companies supporting the NVIDIA ecosystem.

View Prospectus, Fund Holdings, and Disclosures: https://t.co/HufmQfvDcs

Distributed by Foreside Fund Services, LLC

[PurePlay ETFs @PurePlayETFs]

NVIDIA ($NVDA) reports earnings next week.

While headline revenue gets primary coverage, we believe key operational signals live inside the upstream supply chain.

Here are 3 supplier metrics we are monitoring on earnings day. 👇

1️⃣ Memory Supply: In our view, commentary on high bandwidth memory allocations will signal whether memory constraints continue to impact delivery schedules.
2️⃣ Toolmaker Demand: We believe foundry capital expenditure commentary highlights demand for lithography and etch systems.
3️⃣ Packaging Limits: In our opinion, advanced packaging throughput directly impacts shipping velocity.

The PurePlay NVIDIA Ecosystem Picks & Shovels Index ETF ($NVPS) holds many of the suppliers, toolmakers, and infrastructure companies supporting this ecosystem.

Prospectus & disclosures: https://t.co/xPJUcuOTrP

Distributed by Foreside Fund Services, LLC

[PurePlay ETFs @PurePlayETFs]

Big Tech didn't slow AI spending this earnings season, so why did chip stocks react so unevenly?

PurePlay ETFs Founder and CEO Joe DeYonker joined @SchwabNetwork to unpack the recent volatility in the semiconductor space. His take cuts through the noise: the fundamental AI spending story hasn't changed, it's been reinforced.

Amazon raised its capex guidance by $20 billion and said even that level isn't enough to meet AI demand. Alphabet delivered a similar message. According to DeYonker, the recent swings in chip stocks are being driven by macro noise, including concerns around Chinese memory players and investor anxiety over how far these stocks have already run, not by a structural shift in demand.

He also pointed to a larger transition already underway: the shift from training-phase capex to active inference, as enterprise customers begin paying for production-grade AI workloads at scale.

Combined with measurable productivity gains already emerging in developer and engineering teams at the major hyperscalers, DeYonker's conclusion is clear: this is a capital cycle expanding margins, not chasing hype. The market, meanwhile, is mistaking short-term technical consolidation for fundamental deterioration.

Full clip here, https://t.co/YPk51H6zRN

For more information on NVPS – PurePlay NVIDIA Ecosystem Picks & Shovels Index ETF – including current fund holdings, please see: https://t.co/FEBxS6JKY3

[PurePlay ETFs @PurePlayETFs]

AI chips don’t build themselves. They need precision manufacturing equipment.

Advanced AI processors require sophisticated lithography, deposition, and etch systems to manufacture the increasingly complex chips powering artificial intelligence.

The PurePlay NVIDIA Ecosystem Picks & Shovels Index ETF ($NVPS) provides exposure to leading semiconductor equipment companies like ASML, Applied Materials, and Lam Research, alongside the broader global ecosystem supporting AI infrastructure.

Gain exposure to the tools building the chips behind the AI revolution.

View Prospectus, Fund Holdings, and Disclosures: https://t.co/HufmQfv5mU

[PurePlay ETFs @PurePlayETFs]

Announcement: $NVPS rebalanced this morning. Check out the latest holdings and exposure as at the time of the rebalance.

View Prospectus, Fund Holdings, and Disclosures: https://t.co/hFL8gXKRrm

[PurePlay ETFs @PurePlayETFs]

AI needs more than GPUs, it needs memory.

We believe High-Bandwidth Memory (HBM) has become one of the most important technologies enabling the next generation of artificial intelligence.

The PurePlay NVIDIA Ecosystem Picks & Shovels Index ETF ($NVPS) provides exposure to leading memory companies like SK Hynix, Micron, and Samsung, along with the broader global ecosystem supporting AI infrastructure.

Gain exposure to the hardware powering the AI revolution.

View Prospectus, Fund Holdings, and Disclosures: https://t.co/HufmQfv5mU

[PurePlay ETFs @PurePlayETFs]

The AI world is fixated on Kimi K3, a low-cost Chinese model efficient enough to spark a chip sector selloff. But PurePlay ETFs Founder Joe DeYonker sees the opposite story playing out.

Speaking with @MarketWatch, Joe noted that running frontier models with expansive context windows places immense pressure on memory and manufacturing pipelines, and that pressure only grows as adoption accelerates. In his view, memory and packaging providers keep pricing power, and GPU and custom chip makers like Nvidia and Broadcom keep seeing robust order backlogs.

Cheaper AI isn't a threat to the chip trade. It might be the tailwind.

Read the full story: https://t.co/ZCrvTuXDmG

[PurePlay ETFs @PurePlayETFs]

The PurePlay NVIDIA Ecosystem Picks & Shovels Index ETF ($NVPS) is the first ETF in the US market designed to track the global NVIDIA supply chain under a single ticker.

NVIDIA doesn't build its market-dominating hardware in a vacuum. Its processors rely on a highly specialized network of global companies providing the raw materials, tools, memory, and infrastructure required to deploy AI.

Own the real-world ecosystem making the AI hardware movement physically possible.

View Prospectus, Fund Holdings, and Disclosures: https://t.co/HufmQfv5mU

[PurePlay ETFs @PurePlayETFs]

The latest top 10 holdings in the PurePlay NVIDIA Ecosystem Picks & Shovels Index ETF $NVPS👇

View Prospectus, Fund Holdings, and Disclosures: https://t.co/hFL8gXKRrm

[PurePlay ETFs @PurePlayETFs]

PurePlay ETFs Founder & CEO Joseph DeYonker joined @SchwabNetwork 's The Watch List with @NPetallides to break down why the picks-and-shovels play on NVIDIA matters more than ever.

$NVPS is the first ETF in the U.S. designed to track the entire NVIDIA value chain, from the raw silicon in its chips to the infrastructure powering its data centers. Because NVIDIA operates on a fabless model, it relies on a massive global network of partners to build and deploy its products. $NVPS captures that full ecosystem in one ticker, so investors aren't forced to guess which subsector holds the pricing power next whether that's HBM memory today, liquid cooling tomorrow, or advanced packaging next quarter.

Watch the full segment: https://t.co/k4IhWjqZuw

View Prospectus, Fund Holdings, and Disclosures: https://t.co/HufmQfv5mU

The funds are distributed by Forside Fund Services, LLC

[PurePlay ETFs @PurePlayETFs]

Designing a cutting-edge AI processor is incredible. Actually manufacturing it requires the most complex industrial processes in human history.

Operating at the atomic level, semiconductor foundries rely on an exclusive network of highly specialized equipment. This includes extreme ultraviolet (EUV) lithography machines, advanced packaging solutions, and essential, ultra-pure raw materials. The barrier to entry in this space is almost impossibly high, making these toolmakers and fabricators an irreplaceable bottleneck in the global AI supply chain.
The PurePlay NVIDIA Ecosystem Picks & Shovels Index ETF (NASDAQ: $NVPS) was built to track these exact companies.

By targeting the advanced tools, materials, and fabrication companies, $NVPS offers investors a way to own the foundational manufacturing marvel behind artificial intelligence.

Explore how $NVPS maps the AI value chain here: https://t.co/HufmQfv5mU

#Semiconductors #Manufacturing #TechInvesting #ETF #NVPS

[PurePlay ETFs @PurePlayETFs]

Training a modern AI model doesn't happen on a single chip. It requires tens of thousands of processors communicating instantly across massive data center clusters.

The speed of AI is ultimately bottlenecked by the speed of its network. To prevent traffic jams of data, the industry is relying on an explosion of high-performance connectivity, advanced optical transceivers, and specialized networking hardware. The companies building these digital highways are just as critical as the ones designing the processors.

This is a core pillar of the PurePlay NVIDIA Ecosystem Picks & Shovels Index ETF (NASDAQ: $NVPS).

$NVPS is designed to target the essential networking and connectivity providers linking the AI revolution together.
Own the value chain.

Read the $NVPS prospectus here: https://t.co/HufmQfvDcs

#Networking #DataCenters #OpticalTransceivers #AI #NVPS #InvestmentStrategy #ETFs