Sumit Roy

Senior ETF Analyst @ | Author of (Dont) Invest Like a Pro

[Sumit Roy @sumitroy2]

A man walked into a New York City police station, handed an officer a USB stick, and said, "Everything on here belongs to me now."

He was trying to claim a fortune that belonged to thousands of strangers. And it might actually work.

[Sumit Roy @sumitroy2]

Someone turned $12 million into over $100 million by fleecing Wall Street.

Nobody knows who they are, but one of the firms they beat is trying to hunt them down

[Sumit Roy @sumitroy2]

A guy asked his girlfriend to teach him how to use her work laptop. He told her he was just curious about databases.

But that wasn't the real reason.

Federal prosecutors just indicted him.

[Sumit Roy @sumitroy2]

During one of the worst heat waves ever, the EU shut off AC for lower floors of its main building in Brussels.

The Commission president works on the 13th floor. Her office stayed cool while staffers below boiled.

Here's why Europe still won't embrace AC.

[Sumit Roy @sumitroy2]

The US government set aside $85 million to move a space shuttle across the country.

The problem is, it might be physically impossible to do

[Sumit Roy @sumitroy2]

In the example, the paper is way bigger than the book, not page-sized, so you can’t see where the book sits under it. And you slide the book under the paper yourself until Waldo is beneath the hole. So the hole’s spot is just where you chose to put the book. It doesn’t reveal where Waldo is on the page

[Sumit Roy @sumitroy2]

Someone figured out how to print free money. And to this day, no one can say for sure whether anyone used it

[Sumit Roy @sumitroy2]

Winnie the Pooh, Mickey Mouse, and Popeye are all horror movie killers now, and Disney is powerless to stop it.

Is this fair or is Disney getting robbed?

[Sumit Roy @sumitroy2]

The billionaire investor Vinod Khosla took the founders of Cloudflare to dinner. Two of them got up to use the bathroom, and he leaned across the table to the one still sitting there.

"Fire your two cofounders, and I'll give you all their stock."

[Sumit Roy @sumitroy2]

A guy retired at 41 with $2M and spends his days high, playing GTA. His wife says he’s becoming a loser. He says he earned the rest. Who’s right?

[Sumit Roy @sumitroy2]

WOW! Elon could be a trillionaire next week

[Sumit Roy @sumitroy2]

Still kind of crazy how semiconductor stocks almost doubled in two months. And it was from close to all time highs, not some low level or something
$SOXX $SMH

[Sumit Roy @sumitroy2]

@extrakumquattea Good point!

[Sumit Roy @sumitroy2]

JPMorgan fired a financial advisor for buying a $600 deli platter. He fought back and won over $4 million. But depending on who you believe, this isn’t really about the sandwiches

[Sumit Roy @sumitroy2]

$DRAM isn't the only ETF exploding on the back of Micron's surge. This week, $MUU became just the fourth single stock ETF to cross $5 billion in assets

The ETF is now up 712% in 2026, No. 2 behind $BWET's 743%

[Sumit Roy @sumitroy2]

$VOO is about to become the first ETF with $1 trillion invested in it. $SPY was the biggest ETF until VOO surpassed it early last year. Now VOO has $200 billion more!

[Sumit Roy @sumitroy2]

If you had impeccable timing and bought the triple leveraged semiconductor ETF $SOXL at the end of March, you would have more than 5x'd your money

For comparison, the unleveraged $SOXX is up 82% in the same period. Daily rebalancing works in your favor when the underlying goes straight up!

[Sumit Roy @sumitroy2]

@Noahpinion @krishnanrohit You could argue the IPO was perfectly priced (13% CAGR from $68). The first day pop took it to exuberant levels

[Sumit Roy @sumitroy2]

@syouth1 Not 100% sure, but I'd assume it's wider than just them

[Sumit Roy @sumitroy2]

Everyone is piling into the $NASA ETF for exposure to SpaceX. It's now the biggest space ETF on the market. But ironically, those inflows are reducing investors' exposure to the company.

A week ago, SpaceX had a 10.3% weighting in the fund. Now it's down to 4.6%.

That's the problem with putting stocks of private companies inside an ETF. When the fund takes in a flood of new money, the manager may not be able to scale the private position fast enough. So the new cash ends up in public stocks, diluting the exposure investors came for

[Sumit Roy @sumitroy2]

@syouth1 Yeah it seems like it. Maurits, the CEO of Tema mentioned to me that he expects the percentage to go up more next week. But "post S1 pre IPO, the ETF can only close existing SpaceX transactions commenced pre S1, ETF cannot initiate new transactions to buy SpaceX"