*The US stock AI full industry chain storage sector ETF has been listed, ticker $HBMX

The full name of HBMX is Concentrated Memory Stack ETF

Concentrated Memory Stack ETF, this is a newly launched actively managed ETF by Tuttle Capital.

With the explosion in demand for AI-driven storage chips, the Roundhill Memory ETF (ticker: $DRAM) attracted over $14 billion in funds in just two months.

To get a piece of the action, Tuttle Capital Management launched a new actively managed ETF—Tuttle Capital Concentrated Memory Stack ETF (ticker: HBMX), directly competing with DRAM.

It's a full bet on the core foundation of AI computing infrastructure—massive data storage and high-bandwidth throughput.

The top ten holdings are as follows:

* $Micron Tech(MU.US) 9.53%, storage chip giant, a key US domestic HBM target

* $Onto Innovation(ONTO.US) 7.88%, leader in semiconductor metrology and inspection equipment, the "water seller" for advanced packaging

* $Applied Materials(AMAT.US) 7.51%, the world's largest supplier of semiconductor manufacturing equipment

* $ATEYY 7.37%, one of the two global leaders in semiconductor test equipment, a core beneficiary of HBM testing

* $Penguin Solutions(PENG.US) 6.26%, AI infrastructure and high-performance computing memory solutions provider

* $Rambus(RMBS.US) 6.02%, memory interface chip and IP giant, key to solving memory bandwidth bottlenecks

* $ASML(ASML.US) 5.86%, absolute monopolist in lithography machines, the cornerstone of advanced processes

* $Amkor Tech(AMKR.US) 5.7%, the world's second-largest semiconductor outsourced assembly and test (OSAT) foundry, a main force in advanced packaging

* $Camtek(CAMT.US) 5.67%, semiconductor optical inspection equipment manufacturer, deeply benefiting from advanced packaging capacity expansion

* $Lam Research(LRCX.US) 5.45%, leader in semiconductor etching equipment, an indispensable equipment supplier for 3D storage manufacturing

The total proportion of the top ten holdings is 67.25%

In addition, it also includes small positions in Western Digital ( $Western Digital(WDC.US)), Silicon Motion Technology ( $Silicon Motion Tech(SIMO.US)), Tokyo Electron ( $Tokyo Electron(TOELY.US)), and Kioxia ( $KIOXIA HOLDINGS CORPORATION UNSPON ADR EACH REP 0.1 COM(KXIAY.US)), among other pure-play storage manufacturers and upstream/downstream equipment/material targets.

Compared to $DRAM which bets all its chips on a few storage chip giants, $HBMX buys into the entire AI storage manufacturing and packaging supply chain.

PS: Assets under management are only around $270k

#USStocks #EarningsSeason #TradeTariffs #NonFarmPayrolls #AIInvesting #InvestmentStrategy #MSX