Making ETF History: An Inside Look at Roundhill’s DRAM Launch [BvARo3GxYS6]
In this special episode of ETF Prime, host Nate Geraci sits down with Dave Moser, CEO of Roundhill Investments, to discuss the record-breaking launch of the Roundhill Memory ETF (Ticker: DRAM). Crossing nearly $10 billion in assets faster than any ETF before it, DRAM has completely transformed how investors gain exposure to the underlying semiconductor infrastructure driving AI. Chapters: 00:03 - Introduction: The Idea Behind Memory Stocks 00:24 - A Historic Launch: DRAM Reaches $10 Billion organically 05:33 - Fixing the Proxy Problem with Semiconductor & Country ETFs 07:04 - The Power of Precision: The "Big Three" Dominance 08:43 - Roundhill's Dynamic Approach to Product Development 11:05 - What is a Memory Chip and Why Does AI Need It? 13:27 - The Hyperscaler Data Center Build-Out & CapEx Surge 14:32 - Inside the Portfolio: Breakdown of the 9 Holdings 16:10 - Using Total Return Swaps for Concentrated Exposure 19:38 - Building the Ecosystem: Options, Hedge Funds, and Market Makers 23:09 - The Bull Case: The Structural Rerating of Memory Stocks 27:11 - Price-to-Earnings (PE) Valuations vs. Tech Peers ► Find articles on our site ► Subscribe to our channel: ► Find us on Twitter: / vetta_fi ► Find us on LinkedIn: / vettafi #ETFs #Investing #ArtificialIntelligence #GenerativeAI #TechStocks