<p>Is the ETF wrapper right for every asset? This week’s Zoo Crew talks private credit, the institutional stamp of approval on bitcoin, diversification benefits and more. </p>
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We discuss red-hot memory stocks, the Mag 7 rebound, and some other interesting areas.
Micron Technology (MU) is in its strongest upcycle yet, fueled by surging spending on artificial intelligence (AI) infrastructure, which has turned memory into a critical bottleneck. Fiscal Q2 results validate that the semiconductor company delivered the largest sequential revenue increase in its history, and the business continues to accelerate. Yet at roughly 7x forward earnings, Wall Street has not fully priced in Micron’s earnings power. I remain long‑term bullish on MU, as the gap between i
<p>The ETF Zoo crew this week talks private credit redemptions and liquidity risks, Wall Street giants moving solidly into the crypto-VzB71fItsphere, how diversification is finally paying off, and the launch of the already immensely popular <a href="https://www.etf.com/DRAM"><strong>Roundhill Memory ETF (DRAM)</strong></a><strong>.</strong></p>
A massive memory chip shortage is driving record gains across the industry, and Roundhill’s new DRAM ETF offers a pure-play way to profit from this AI-fueled supercycle.
<p>A niche memory chip fund pulled in $181 million in its first week. Here's why it's one of the smartest ETF launches I've seen this year.</p>