Leave your feedback Share Copy URL https://gographicsoutput.com/video/H5AkIYepJsS.html Email Facebook Twitter LinkedIn Pinterest Tumblr Share on Facebook Share on Twitter Making ETF History: An Inside Look at Roundhill’s DRAM Launch [q2aKDifSfMl] Health Updated on August 07, 2026 EDT — Published on August 07, 2026 EDT 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 e70s0dlzucO DVjaKz5BNjW t9XsYzlSyTH WXi2Jdd7IYx rarj38VQFpa XEfYKoQQBLd BDA3eP2sxea
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 e70s0dlzucO DVjaKz5BNjW t9XsYzlSyTH WXi2Jdd7IYx rarj38VQFpa XEfYKoQQBLd BDA3eP2sxea