Tema Memory ETF

$Tema Memory ETF(DISK.US) rose six points, leading this batch, $Corgi Lithography & Smcndctr Phtncs ETF(EUV.US) rose four points, $Magnificent Seven ETF - Roundhill(MAGS.US) edged up slightly, $Tuttle Capital Pure Play Photonics ETF(FOTO.US) basically didn't move, $Tema Space Innovators ETF(NASA.US) dipped slightly.

The thematic sentiment around storage and semiconductor equipment is hotter this wave, directly lifting the corresponding thematic ETFs; $Magnificent Seven ETF - Roundhill(MAGS.US) edged up slightly along with the broader tech market; the space sector, lacking catalysts, was relatively flat. The advantage of thematic ETFs is that you don't need to pick the right single stock; you just follow the currently popular industry trend. Today, the focus is on storage and semiconductor equipment 😸

$Tema Memory ETF(DISK.US) and $Corgi Lithography & Smcndctr Phtncs ETF(EUV.US) both fell around ten percentage points today, and $Murata Manufacturing(MRAAY.US) also dropped over nine points—the semiconductor chain's pullback is equally evident in packaging tools and upstream components.

These thematic ETFs and passive components themselves lack individual stock catalysts; the decline essentially equals the sum of component stock sentiment, representing high-beta profit-taking at the sector level. If you want to use them for semiconductor exposure, you need to understand that this wave is a drop in valuation and sentiment, not a problem with industrial demand.

$Kurv Memory Select ETF(KMEM.US)

$Tema Memory ETF(DISK.US)

New Storage ETF

$Kurv Memory Select ETF(KMEM.US) & $Tema Memory ETF(DISK.US) A bunch of new storage ETFs have come out recently, and they got off to a bad start with a big pullback right away.

$Tema Memory ETF(DISK.US) Should we buy into this? It's a watchlist stock, folks.

$Tema Memory ETF(DISK.US)nand storage, check-in

$Tema Memory ETF(DISK.US)Why is the turnover rate 0

$Kurv Memory Select ETF(KMEM.US) This one is even more heavyweight, sounds like a K-meme, with over 40% being SK Hynix. Never seen an ETF allocate such a high proportion to a single stock. Stop it, Ah Zu, there are storage ETFs everywhere out there! 🤣

$Tema Memory ETF(DISK.US)Why bother? Why not just buy SanDisk, Samsung, or SK Hynix directly?

$Kurv Memory Select ETF(KMEM.US)Here comes another $Roundhill Memory ETF(DRAM.US)$Tema Memory ETF(DISK.US)Which one's holdings do you guys prefer?

$Tema Memory ETF(DISK.US)Since it's heavily invested in NAND, you might as well buy the real deal, SanDisk. Pure NAND + US stocks, with much better liquidity than other markets.

$Tema Memory ETF(DISK.US)

It depends on your own preferences~

$Tema Memory ETF(DISK.US) This can be considered a Japanese storage ETF, the proportion of DRAM from Micron and SK Hynix is too high.

$Tema Memory ETF(DISK.US)Just from the name, you can guess it has more sandisk than $Roundhill Memory ETF(DRAM.US)😆

$Tema Memory ETF(DISK.US)@Longbridge Community Admin

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$Tema Memory ETF(DISK.US)

New ETF

🥇Kioxia Holdings 23.04% weight

🥈SanDisk Corporation $Sandisk(SNDK.US) 20.76%

🥉Samsung Electronics 7.98%

SK Hynix 7.90%

5. Aehr Test Systems $Aehr Test(AEHR.US) 4.96%

Western Digital Corporation $Western Digital(WDC.US) 4.95%

Micron Technology $Micron Tech(MU.US) 4.83%

SK Square 4.70%

Seagate Technology $Seagate Tech(STX.US) 4.70%

Nanya Technology 4.25%$Intel(INTC.US) This portfolio is better than DRAM. DRAM's brain has a 💼 to touch Myanmar A, although not much$Roundhill Memory ETF(DRAM.US)

$Tema Memory ETF(DISK.US) is preparing to roll over to this one. DRAM is actually buying A-shares, and the trend only follows Micron.

Besides the stocks in $Roundhill Memory ETF(DRAM.US), also keep an eye on $Applied Materials(AMAT.US)$Lam Research(LRCX.US)$KLA(KLAC.US)

$Tema Memory ETF(DISK.US)Take a look, come and see