Thomas DiFazio

ETF Strategist @roundhill. Macro & Markets.

Disclaimer:

[Roundhill Investments @roundhill]

Your portfolio could start gaining… in a good way. Let’s talk about the Roundhill GLP-1 & Weight Loss ETF $OZEM: https://t.co/dTPG0sY0Sb

[Roundhill Investments @roundhill]

🚨New Addition Alert: Churchill Capital Corp XI $CCXI has been added to the Roundhill Humanoid Robotics ETF $HUMN. Churchill Capital Corp XI announced a merger with Agility Robotics, bringing a pure play humanoid robotics company to the U.S. market.

Learn more including top holdings here: https://t.co/XKkLAKWCiw

[Thomas DiFazio @ThomasDiFazio]

@TheStreet @Cline_Woods Thanks for having me!

[Roundhill Investments @roundhill]

$DRAM just crossed $25 billion in AUM. The fastest growing ETF launch in history keeps going because we believe the memory trade is not slowing down.

Consider investing in the Roundhill Memory ETF $DRAM: https://t.co/EJX0CAVG1I

*As of 6/26/2026

[Roundhill Investments @roundhill]

According to Goldman Sachs and Bloomberg, the Roundhill T-REX 2X Long DRAM Daily Target ETF $RAM achieved the achieved the all-time largest 1st day trading volume debut of any leveraged or inverse ETF in U.S. history, as of June 24, 2026*. For more information on RAM, please visit: https://t.co/fCrckRpJ3F

*Data from 6/21/06 to 6/24/26. Sample inclusive of currently listed ETFs, yielding 656 products in the universe. References to other securities is not an offer to buy or sell.

[Roundhill Investments @roundhill]

The Roundhill Memory ETF $DRAM gives you targeted exposure to the companies producing the memory that modern AI needs. Watch to learn more:

For all details about the Roundhill Memory ETF $DRAM including current holdings visit https://t.co/EJX0CAVG1I

[Roundhill Investments @roundhill]

$MU proved that today’s pricing power is different from prior memory cycles. $DRAM offers targeted exposure to MU and the other global memory leaders. Consider investing in the Roundhill Memory ETF $DRAM :

Learn more including current holdings here: https://t.co/V9bWHSpaTB

[Roundhill Investments @roundhill]

Attention traders ready to level up. Meet $RAM, the Roundhill T-REX 2X Long DRAM Daily Target ETF. Trade $DRAM, now with 2X the exposure.

Learn more here: https://t.co/4SUVZHADM1

$RAM $DRAM @REXShares

[Roundhill Investments @roundhill]

How much AI do you own in 2026?

We think that question now matters more than the old one: how much growth versus value do you own?

Today's market is becoming an AI versus HALO market. Our latest Roundhill Roundup breaks down why:

https://t.co/tcRwDR0IBD

[Roundhill Investments @roundhill]

History didn't stop at $10 billion.

The Roundhill Memory ETF $DRAM surpassed $20 billion in AUM in just 54 days, approximately half the time of the previous record holder. Another milestone that further establishes $DRAM as the fastest-growing ETF ever launched. *As of 6/17/2026.

Learn more: https://t.co/FHAWc31VqT

[Roundhill Investments @roundhill]

$19.21 billion in AUM in just over two months. The Roundhill Memory ETF $DRAM is one of the fastest growing ETF launches in history. The memory trade is real and investors are paying attention.

Consider investing: https://t.co/EJX0CAVG1I

*As of 6/16/2026

[Roundhill Investments @roundhill]

SpaceX $SPCX just landed in the Roundhill Space & Technology ETF $MARS. The world's most valuable rocket company now in your portfolio. Learn more including current holdings here:
https://t.co/NZdT6oo4wq

[Roundhill Investments @roundhill]

The HBM market has three players and $DRAM holds all of them. SK Hynix at 61% share in 2025. Micron surging from 6% to 21% in one year. And don’t forget Samsung who has recovered market share. We believe high bandwidth memory is the most critical component in AI and the Roundhill Memory ETF $DRAM gives you targeted exposure to every supplier building it. Consider investing and learn more including current holding: https://t.co/W9GwQDSrSb

[Roundhill Investments @roundhill]

Morningstar said don't forget memory fundamentals. We agree. With DRAM holdings having a median NTM (Next Twelve Months) price/earnings of 8x, estimated earnings growth of 632% and a supply shortage that runs through 2030, the fundamentals are exactly why we are bullish on the Roundhill Memory ETF $DRAM :
https://t.co/f9kj7qoETB

[Roundhill Investments @roundhill]

The three cheapest mega caps in the world are memory stocks. If you want targeted exposure to SK Hynix, Samsung, and Micron then consider investing in the Roundhill Memory ETF $DRAM and learn more including current holdings: https://t.co/iYV1gHCzwj

[Thomas DiFazio @ThomasDiFazio]

You never know when the "low" is really in, but you can improve your risk/reward by knowing the history around similar moments of price action.

[Roundhill Investments @roundhill]

Memory stocks are down over 13% in 3 days, one of the rarest selloffs in more than two decades of data. After drops like this, forward returns have historically improved significantly and hit rates have surged. Worth noting, this drawdown is still below the historical median annual decline of -31%. It’s a rare event with a below-average correction and it’s setting up for a strong rebound based on historical data.

[Roundhill Investments @roundhill]

In 1957, there were 3 orbital launches. Last year, there were 329.

Commercial operators own 87% of payloads and launch efficiency hit a record 13.8 satellites per launch. 

The space industry has achieved liftoff. The Roundhill Space & Technology ETF $MARS seeks to offer a pure way to participate in it. Learn more in our latest blog: https://t.co/OM3g6xUo3x

[Roundhill Investments @roundhill]

Orbital launch attempts were relatively flat for 60 years. Then U.S. commercial activity took over and the chart went vertical. The industry is at an all time high and still growing. Consider investing in the Roundhill Space & Technology ETF $MARS :

https://t.co/NZdT6oo4wq

[Roundhill Investments @roundhill]

What started as a bold vision is now $25 billion in AUM. From our first thematic ETF to the world's first generative AI ETF to the fastest growing ETF launch in history; a huge thank you to every investor who believed in Roundhill: https://t.co/sTslbuwTMu

[Jukan @ ICML @jukan05]

Goldman Sachs: The market has already begun valuing the memory Big Three on a P/E basis, and no longer treats them as mere cyclical commodity companies.

“As evidenced by the recent expansion in ROE, Samsung Electronics and SK Hynix have breached their historical P/B valuation ceilings. This suggests that the market may no longer value these companies as pure cyclical commodity plays. This re-rating is supported by the widespread adoption of LTAs, or long-term agreements, with hyperscaler customers. Unlike previous cycles, these binding LTAs—often accompanied by prepayments—provide earnings visibility and create a structural floor against downcycle losses.”