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Memory has become the hottest corner of the AI trade, and after a sharp pullback in Micron, SK Hynix, and Samsung, investors want to know if it’s a buying opportunity or a warning sign. Thomas DiFazio, ETF Strategist at Roundhill Investments breaks down the firm’s DRAM ETF and why he believes this memory cycle is still in its early innings.
00:00:00 Introduction
00:00:19 Memory as an AI bottleneck
00:01:47 Structural cycle vs. old caps
00:06:41 Broad ETFs vs. DRAM exposure
00:08:47 Stock picking vs. ETF wrappers
00:09:52 Portfolio role for DRAM ETF
00:11:02 Cost shifts and sector CapEx
00:12:54 Historic vs. current cycle drivers
00:13:58 Rapid Fire: This or That
Recorded: June 29, 2026
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Camera: Julian Pinto & Shawn Elias
Producers: Caroline Woods & Rebecca Mezistrano
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